Tag : Head of Asset and Wealth Management

Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors
Artificial Intelligence Finance News

Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors

Business Wire
by Business Wire0
Advisors can connect Jump to Claude and use new Jump-built skills to streamline preparation, follow-up and ongoing client service 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......
Zocks Brings Client Conversation Context to New Claude for Financial Advisors
Artificial Intelligence Finance News

Zocks Brings Client Conversation Context to New Claude for Financial Advisors

Business Wire
by Business Wire0
Zocks brings personal, up-to-date context from client conversations to Anthropic’s new wealth management offering Zocks, the privacy-first AI platform for financial services, announced a collaboration that connects the most recent, personal client context captured in Zocks to Claude for Financial Advisors, a new wealth management solution Anthropic launched today. Advisors......
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