📰 2026-05-06 00:00 更新
🔸 Agents for Financial Services and Insurance / 金融服务和保险代理
🔗 Agents for Financial Services and Insurance
🔥 27 points
原文:
We’re releasing ten ready-to-run agent templates for the most time-consuming work in financial services: building pitchbooks, screening KYC files, and closing the books at month-end. Each one ships as a plugin in Claude Cowork and Claude Code, and as a cookbook for Claude Managed Agents, so a team can put Claude on real financial work in days rather than months.Claude also now works across Microsoft Excel, PowerPoint, Word, and Outlook (coming soon) through the Claude add-ins for Microsoft 36…
译文:
我们将发布10个现成的代理模板，用于金融服务中最耗时的工作：构建宣传册、筛选KYC文件以及在月底结账。每一个都作为Claude Cowork和Claude Code中的插件以及Claude Managed Agents的烹饪书发布，因此团队可以在几天而不是几个月内将Claude投入实际的财务工作。现在， Claude还可以在Microsoft Excel、PowerPoint、Word和Outlook中工作（即将推出 在）通过Microsoft 36的Claude加载项…
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