Jump, the leading provider of AI solutions for advisors and financial professionals, has announced an expansion of its work with Anthropic through Claude for Financial Advisors. 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.
Jump has expanded its work with Anthropic through Claude for Financial Advisors.
The expansion builds on Jump's existing one-click Claude connector, which already brings client meeting context into Claude.
Jump is adding purpose-built Claude skills that turn conversations, decisions and commitments into concrete next steps.
Jump-built skills include Yesterday/Week in Review, Client Commitments, Decision Log, Meeting Recap, Meeting History, Recap Email and Document Lookup.
The Jump connector is read-only and respects each user's existing Jump permissions.
Firms retain control over Jump settings, including the option not to record meetings, transcript retention, consent and access, plus their own supervision and recordkeeping policies.
"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."
"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."
"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."
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.
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.
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.
