Anthropic has introduced Claude AI integrated into Microsoft Excel, enabling financial analysts to use AI directly in their spreadsheets. This move connects the AI to real-time market data and aims to simplify complex financial tasks while addressing concerns about transparency in AI decision-making. The company has also expanded its partnerships for data access, positioning itself strongly in the competitive financial services market.

This article outlines various ways Claude can assist with tasks like research, financial planning, document organization, and team collaboration. It highlights specific features of Claude Opus 4.6 and Cowork to improve efficiency and insights across different scenarios.

Citi is piloting its agentic AI platform, Stylus Workspaces, with 5,000 employees to enhance productivity and tackle complex tasks efficiently. While the bank anticipates a significant increase in output, there are concerns about the potential need for fewer staff and the overall effectiveness of agentic AI, with analysts warning of high cancellation rates for similar projects in the future.