Jump, a provider of artificial intelligence (AI) solutions for advisors and financial professionals, has expanded 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 is bringing meeting notes, follow-up tasks, documents, and contacts into the Claude interface, along with Jump-built skills for tasks like drafting follow-up emails, tracking client commitments, and finding details in client documents.
Jump-built skills include the following:
- 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.
"Advisors get the best output from Claude when it understands their clients," said Parker Ence, CEO and co-founder of Jump, in a statement. "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, in a statement. "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 Jump settings, including the option not to record meetings, transcript retention, consent, and access, as well as their own supervision and record-keeping policies. The Jump connector is read-only and respects each user's Jump permissions.