Jump adds advisor skills to Claude for Financial Advisors

Jump added seven Jump-built skills to Anthropic's Claude for Financial Advisors, building on its existing Claude connector so advisors can use Jump meeting notes, tasks, documents and contacts inside Claude for prep, commitment tracking and follow-up drafts.

Read the announcement ↗

Requires Jump and ClaudeProprietaryClaude (via Jump connector)by Jump

Why it matters

For advisors who already use Jump for meeting notes and also work in Claude. The new skills let Claude act on Jump's client meeting history instead of advisors copying notes between tools.

What's new

Seven Jump-built skills: Yesterday/Week in Review, Client Commitments, Decision Log, Meeting Recap, Meeting History, Recap Email and Document Lookup.
Builds on Jump's existing one-click Claude connector, which brings meeting notes, follow-up tasks, documents and contacts into Claude.
Recap Email drafts follow-up emails for the advisor to review and send.
Jump says the connector is read-only and respects each user's existing Jump permissions.
Part of Anthropic's Claude for Financial Advisors, which also lists connectors from other wealth-tech vendors.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: Your team uses Jump for meeting notes and Claude for prep and follow-ups, and you want both working from the same client context.

Worth knowing: Client meeting content becomes available to Claude, so confirm your firm's supervision, recordkeeping and data-sharing policies cover it. Jump says firms keep control of recording, retention, consent and access settings.

Quick facts

Pricing	Not stated in the announcement.not verified
Free or paid	Requires Jump and Claude
License	Proprietary
Type	Cloud software (SaaS)
Platform	Claude (via Jump connector)
GitHub stars	n/a (not a GitHub project)
Maker	Jump

How it ranks

Jump is ranked #1 in AI Meeting Notes for Financial Advisors. See our Jump review and score. This update hasn't changed the score; scores change only when we re-review a tool against the rubric.

What we couldn't verify

quick_facts.pricing

Checked 2026-10-28 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.