Client information shouldn't live in six different places.
You already did the work in your enterprise AI. Pigeon saves it and fills your systems of record for you — so no one on your wealth management team retypes what the AI already knows.
You did the work. Then the copy-and-paste begins.
Your team finishes the analysis in ChatGPT or Microsoft Copilot — every detail is right there. Then they open your system of record in another tab and start keying it back in by hand.
Your enterprise AI
ChatGPT already knows it all
- Client onboarding
- CRM updates
- Financial planning inputs
- Account applications
paste · repeat
your system of record
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 wealth management work in ChatGPT, 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 your system of record
Open your systems of record. Pigeon autofills what it already has, so your team reviews instead of retypes.
Carry the client context into every system that needs it.
Give your wealth management 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.