Vega

Vega is the AI Associate Advisor for financial advisors. It takes meeting notes without a bot in the room, prepares meeting briefings, drafts follow-ups and keeps the CRM up to date. This connector gives Claude read-only access to the advisor's Vega workspace, so Claude works from the same client context the advisor sees in Vega.

With Vega connected, Claude can:

• Look up clients and households: profiles, relationships, key dates, investor profile, and Vega's living story of each relationship
• Find meetings by client, date or topic, and read Vega's AI notes, action items, meeting preparations and full transcripts
• Find documents by client or title and read their text, including files clients have shared
• Search the firm knowledge base for policies, procedures and internal guidelines

Advisors use it to prepare for a review from the notes of past meetings, find exactly what a client said about a goal or concern, gather open action items before a call, and draft follow-ups, summaries and client materials grounded in the client's real history.

Claude only sees what the connected user can see in Vega, and the firm's sharing and team permissions apply to every request. The user approves access on a Vega consent screen and can disconnect at any time from Claude. The connector is read-only: it never creates, changes or deletes anything in Vega or in the firm's CRM. Requires a Vega account at a firm with the Claude connector enabled.