I stopped reading at paragraph one:

"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"

Ok, maybe you can squeeze a vaguely passable pitchbook out of Claude.

But screening KYC files or closing books at month-end ?

"I'll have some of what they're smoking" as the cool kids say.

No regulator or tax office on this planet is going to accept the "but Claude said it was ok" excuse.

The only people who are going to profit out of this are Anthropic, Lawyers and Governments (through increased fines).