What a $5B RIA Built With Jump + Claude
How Quotient Wealth Partners Built an “Advisor Intelligence Layer” with Jump + Claude
Jump already turns every client meeting into detailed notes, action items, and follow-ups. Now you can bring all of it into Claude: ask it anything, analyze it across your whole firm, and build the exact view you need.
That’s what Wayne Butterfield, Chief AI Officer at Quotient Wealth Partners, did. By connecting Jump to Claude through MCP, he built a custom view of meeting insights across every advisor at the $5 billion RIA. Firm leaders can now answer questions about any advisor or client relationship in minutes, coach advisors on meeting quality, and see whether new processes are actually happening in client meetings.
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What you’ll learn
- How to connect Jump to Claude through MCP and what it unlocks for the meeting notes you already have
- How Quotient built its “Advisor Intelligence Layer,” and how leaders use it to coach advisors and spot growth opportunities
- How to decide what to build in Claude and what Jump already handles
- How to start your first Jump + Claude build this quarter, with or without an AI team
Who should attend
- Get more out of the meeting notes they already have in Jump
- See what’s possible with Claude beyond meeting summaries
- Get firm-wide visibility into meeting quality and client relationships
- Learn from a firm that’s already doing it, whatever their own size