Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial professionals, today announced an expansion of its work with Anthropic through Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. Building on Jump’s existing one-click Claude connector, which already brings client meeting context into Claude, Jump is adding purpose-built Claude skills that use Jump to turn conversations, decisions and commitments into concrete next steps.

Many financial advisors already use Claude as part of their daily workflows, from preparing for client meetings to researching households and drafting follow-up communications. Jump extends the value of that experience by bringing meeting notes, follow-up tasks, documents and contacts into the Claude interface advisors are already using, along with Jump-built skills for tasks like drafting follow-up emails, tracking client commitments and finding details in client documents. This helps advisors work from richer client context without manually copying and pasting notes or starting each task from scratch.

“Advisors get the best output from Claude when it understands their clients,” said Parker Ence, chief executive officer and co-founder of Jump. “Jump captures rich context from client conversations, documents, intake forms and more. Our connector and purpose-built skills in Claude for Financial Advisors give advisors another way to put that context to work. Whether they’re preparing for a meeting, tracking commitments they made or looking up details from a financial statement, advisors can use Jump and Claude together to do more for their clients.”

Jump’s inclusion in Claude for Financial Advisors brings new purpose-built skills, reusable workflows designed to help Claude act on client context for specific advisor tasks. Developed with insight into the needs of advisors using Jump every day, the skills can help organize recent conversations, surface commitments and decisions, locate client documents and prepare follow-up communications.

Jump-built skills include:

  • Yesterday/Week in Review: Summarize recent meetings, decisions and outstanding items across clients.

  • Client Commitments: Identify promises made by advisors and clients across meeting history.

  • Decision Log: Track decisions made with clients and the meetings in which they originated.

  • Meeting Recap: Summarize takeaways, decisions and open items from recent meetings to clarify where things stand with a client.

  • Meeting History: Quickly review a timeline of past conversations with a client or household.

  • Recap Email: Generate draft follow-up emails for advisors to review and send.

  • Document Lookup: Find client documents uploaded to Jump and pull out the details you need.

Skills in Claude for Financial Advisors support broader workflows across an advisor’s connected tools, while Jump’s skills are built specifically around client meeting data in Jump. For example, an advisor can use Anthropic’s pre-meeting preparation skill to prepare with relevant Jump meeting history and open commitments, then use Jump’s Recap Email skill to draft a follow-up after the conversation.

“Great financial advice starts with knowing the client, and Claude for Financial Advisors helps advisors put that knowledge to work across the tools they use every day,” said Peter Nolan, head of asset and wealth management at Anthropic. “Bringing the goals, commitments and decisions Jump captures from client conversations into Claude can help advisors prepare for meetings and follow up with clients.”

Firms retain control over their existing Jump settings, including the option not to record meetings, transcript retention, consent and access, as well as their own supervision and recordkeeping policies. The Jump connector is read-only and respects each user’s existing Jump permissions. For more information about Jump’s security and compliance practices, visit jump.ai/compliance.

“The difference-maker with Claude is context,” said Wayne Butterfield, chief AI officer, Quotient Wealth Partners. “Jump knows what our clients said, what we committed to and what we decided, and now Claude can work with all of it. Prep stops being a scavenger hunt through old notes, and my team spends that time with clients instead.”

For more information, Jump customers can visit jump.ai/blog/your-client-context-now-in-claude-for-financial-advisors.

About Jump

Jump is the leading AI platform for financial professionals, trusted by more than 50,000 advisors from firms of all sizes — including LPL Financial, Focus Financial, Allianz, Manulife, Osaic Wealth, Cetera Financial Group, Equitable, and Northwestern Mutual. Built for the entire client lifecycle, Jump helps firms elevate every interaction, onboard clients in minutes and grow their business through tailored insights and automated workflows. Ranked #1 in advisor satisfaction and adoption by T3, Kitces and The Oasis Group, Jump sets the standard for compliant AI. Learn more at jump.ai.

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