Anthropic’s latest move — agent templates for various finance and client coverage functions — is part of a broader trend towards more intelligent, largely autonomous, and context-aware multi-agent systems that are redefining FSI’s digital operating models. By right, Anthropic is just following its growth playbook by creating industry-grade applications it can ‘sell’ to customers in as many sectors as possible (e.g. healthcare, life sciences, defense).   However, we should not underestimate the impact such actions are having on the SaaS and PaaS vendors serving the banking and wealth management industry. Not surprisingly, most of the digital wealth management platforms (DWMPs) we’ve surveyed for our upcoming Forrester Landscape report indicated intelligent automation and Agentic AI as top potential disruptors. The only surprise: the disruption has already arrived!…