Move client context into the systems where decisions happen.
You already did the work in your enterprise AI. Pigeon saves it and fills CRM platforms, Client onboarding portals, and Wealth-management systems for you — so no one on your financial services team retypes what the AI already knows.
You did the work. Then the copy-and-paste begins.
Your team finishes the analysis in ChatGPT Enterprise or Microsoft Copilot — every detail is right there. Then they open CRM platforms in another tab and start keying it back in by hand.
Your enterprise AI
ChatGPT Enterprise already knows it all
- Client information
- Company information
- Financial figures
- Investment details
paste · repeat
CRM platforms
Waiting for the same information
Read a field, switch tabs, find it, switch back, type it — for every field, on every record. The answer already exists. Your team is just moving it by hand.
Enter it once. Pigeon does the rest.
- 1
Do the work in your enterprise AI
Research, analyze and prepare your financial services work in ChatGPT Enterprise, Microsoft Copilot, and Claude — exactly like you do today.
- 2
Save it to Pigeon
One click captures what the AI knows as structured, reusable details you own.
- 3
Pigeon fills CRM platforms
Open CRM platforms, Client onboarding portals, and Wealth-management systems. Pigeon autofills what it already has, so your team reviews instead of retypes.
From analysis to application without re-entering what you already know.
Give your financial services team back the hours they lose moving information between tabs.
Stop typing it again.
Save the information from your AI conversations. Carry it into whatever you’re working on next. Pigeon carries your context anywhere.