Anthropic expands Claude for Financial Advisors with new integrations

Anthropic announced the next phase of Claude for Financial Advisors, introducing new integrations with FINNY, Jump and Conquest that bring prospecting intelligence, client meeting context and financial planning capabilities directly into Claude.

FINNY AI Inc., the AI growth engine for financial advisors, launched its Model Context Protocol (MCP) connector for Claude for Financial Advisors, Anthropic’s suite of tools to help with research, preparation and documentation tasks. The launch brings FINNY’s AI-powered growth intelligence and prospecting tools directly into Claude, enabling advisors to access campaign insights, manage prospect data and leverage FINNY’s resources within existing AI workflows.

As financial advisors increasingly adopt AI to improve operational efficiency and enhance client service, Claude provides an easy access point. FINNY’s MCP launch builds on this shift, adding its growth intelligence where advisors are already working, and removing the need to toggle between platforms.

FINNY’s platform combines a proprietary database comprising millions of records with its predictive F-Score matching engine and automated outreach tools to help advisors identify, prioritize and engage high-intent wealth management prospects. Through the MCP connector, advisors can access FINNY’s data and tools directly within Claude to support key activities, including:

• Analyzing campaign performance: Access FINNY campaign analytics to evaluate results, compare performance across campaigns and inform future prospecting strategies.
• Enriching prospect data: Easily upload leads or pull contacts from another tool connected to Claude. After the advisor confirms each upload, FINNY matches them to its database and adds them to the advisor’s uploads.
• Accessing FINNY’s knowledge base: Query FINNY’s resources directly within Claude to answer questions and get guidance without leaving existing workflows.

“Advisors are increasingly turning to AI, and we want FINNY to be available in Claude, where they’re already operating,” said Eden Ovadia, co-founder and CEO of FINNY. “Our goal has always been to make organic growth easier and more accessible, and adding FINNY to Claude allows advisors to incorporate prospecting data, campaign insights and growth opportunities into their existing workflow without adding friction.”

The launch reflects FINNY’s commitment to removing barriers to organic growth for financial advisors, building on its recent Pay-as-You-Grow pricing model, which aligns the company’s success with advisors’ client acquisition outcomes.

The MCP is available now to FINNY customers in Claude’s connector directory.

Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial professionals, 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.

“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.”

Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, announced it is bringing a new connector to Claude for Financial Advisors, Anthropic’s offering for wealth management professionals. Through the Model Context Protocol (MCP) connector, Conquest enables financial advisors to access its financial intelligence directly within Claude, helping to streamline workflows and deliver more personalized, actionable advice.

New research from Financial Planning and Conquest reveals that 72% of firms are pursuing intelligent automation and AI initiatives to improve advisor productivity^[1]. Now, with this connector, instead of going to multiple apps, advisors can access live financial intelligence right within Claude.

Results are powered by Conquest’s Strategic Advice Manager® (SAM), a deterministic calculation engine and proprietary AI expert system, which users can interact with through conversations with Claude. Advisors get explainable, repeatable calculations in real-time. SAM ranks, prioritizes and verifies each strategy against best practices and jurisdictional compliance across multiple regulatory frameworks, including CRM2/CRM3 (Canada), Best Interest and DOL Fiduciary standards (U.S.), and FCA Targeted Support (UK).

By connecting Claude with Conquest’s planning engine, SAM, advisors can apply their expert judgment and confidently act on the recommendations SAM surfaces with full audit trails. Natural language makes it easy for any advisor to interact with Claude with prompts to:

• Access client financial information: Pull client-specific plan details, summaries and financial data into the conversation
• Check goal progress: Assess progress toward clients’ financial goals and surface recommendations. For example, an advisor can ask whether a client is on track for retirement, and Conquest’s engine runs projections
• Identify planning opportunities: Surface opportunities to adjust strategies as clients’ life circumstances change
• Create new client files: Prepare for meetings in minutes with the first draft of a plan contextualized to client goals, priorities and risk tolerance. Update plans and apply strategies during client conversations.

“Advisors are increasingly using AI to enhance the client experience, but the underlying data has to be accurate,” said Rob Crnkovic, Chief Revenue Officer of Conquest. “Conquest was built to show up wherever advisors and their clients already are, rather than asking them to log into yet another system. Connecting Conquest data with Claude will empower advisors to respond to clients in real time, and every projection can be verified. That’s why Conquest is at the forefront in democratizing quality financial advice.”

The connector is designed to reduce time spent navigating siloed systems, enabling advisors to spend more time with their clients. Conquest built its engine to be independent of any single user interface, so that design made Conquest the first financial advice engine to offer an MCP server. Firms can embed the verifiable advice engine into advisor, client, AI and white-label experiences. Connectivity with Claude builds upon Conquest’s open architecture, two-way application programming interfaces (APIs) and expanded developer documentation as part of a broader effort to extend the engine to more platforms and partners. Conquest recently achieved ISO/IEC 42001 certification for its AI management system, and its regional hosting in the U.S., Canada and the U.K. gives firms control over where their data resides.

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FINNY is the AI-powered prospecting and marketing platform built exclusively for financial advisors. By leveraging advanced data intelligence and automation, FINNY helps advisors identify, prioritize and engage high-intent prospects effortlessly — removing the guesswork from client acquisition. With a proprietary database of millions of records, a predictive F-Score matching engine and automated outreach tools, FINNY helps ensure that prospecting is targeted, scalable and seamlessly integrated into an advisor’s workflow. Backed by top fintech investors, including the CEO of Morningstar, the CEO of Altruist, the former CEO of Vanguard, and Josh Brown of Ritholtz Wealth Management, FINNY is elevating organic growth for financial advisors.

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.

Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.

Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, 7RIDGE, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. For more information, follow Conquest on LinkedIn and YouTube.

[1] Source: Financial Planning, “Trust is the Crux of Intelligent Automation Advancement,” June 16 to 24, 2026, n= 125 qualified wealth management professionals