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Your goals have met their match.
Finally.
Claire is JumpSteps' AI matching engine — the intelligence that connects what you're trying to do financially with the products built to help you do it. No guessing. No generic lists. Just matches that actually fit your goals.
Everything Claire does starts here
The Clarity engine runs on three pillars — independent systems that Claire brings together into a single, personalised recommendation. Each one matters. Together they're unlike anything else in consumer finance.
JumpSteps editorial ratings draw from 13 recognized sources — NerdWallet, Bankrate, J.D. Power, Morningstar, and more — normalized to a single 0–10 scale. No pay-to-play. No size bias. Just the most complete picture of each institution available anywhere.
See how we rateThe Match Score isn't a rating — it's personal. Claire measures your goals across five dimensions and scores every product in the catalog against your specific profile. The same bank can score a 92 for one person and a 34 for another. That's the point.
What is the Match ScoreYour financial landscape changes. Products change. Offers change. JumpSteps+ keeps Claire running on your profile around the clock — surfacing new matches and sending them directly to your inbox before you even knew to go looking.
Explore JumpSteps+Elegant. Approachable.
Genuinely helpful.
Claire isn't a chatbot. She's not a search engine. She's the embodiment of the Clarity engine — an AI system designed to do one thing exceptionally well: understand what you're trying to accomplish financially and find the products that actually help you get there. She works quietly in the background, surfaces only what matters, and delivers it in plain language you can act on.
Let Claire match for meThree steps. One match.
You don't need to be a power user — just answer a few questions and Claire will take it from there.
A few simple questions about your goals, priorities, timing, and situation. Your answers are saved and get richer every time you interact.
The Clarity engine scores every product against your profile in real time — weighting editorial ratings, approval fit, growth alignment, access type, and timing.
Top-scoring products are ranked and displayed with their reasons. JumpSteps+ subscribers get their matches delivered directly to their inbox — no login required.
The most complete picture of any financial institution
JumpSteps aggregates ratings from 13 recognized sources — normalized, filtered by industry, and weighted by data quality. No size bias. No sponsored rankings. Just the most rigorous consensus score available to any consumer.
The same bank can be perfect for one person's goals and wrong for another's
The Match Score isn't a brand rating — it's a compatibility score built on your profile. Claire scores every product against five dimensions drawn directly from your funnel answers, weighted for your specific category and timing.
Five dimensions. Scored for you.
Every funnel answer feeds a dimension of your profile. Claire uses all five — plus motivation and income signals — to rank products in real time. The score updates as your profile grows richer.
Claire measures the how, who, what, when & why of your financial goals — five dimensions that shape every score, weighted for your specific category and timing.
How the Match Score works →Example match for profile: Grow · Digital · Now · Standard · Building
Pillar 03 — Matching that runs 24/7.
A single match result is helpful. A system that keeps working on your behalf — updating as rates change, new products launch, and your own goals evolve — is a different category entirely. That's JumpSteps+, powered by Claire.
$3 / month · $24 / year. Cancel anytime. No contracts.
Hi there — I found a new match for your savings goal. Here's why I flagged it: