Pidgy is an AI email assistant for financial advisers. It sorts the inbox before you open it, counts the days on every form a client has not returned, drafts the reminder in your words, and turns what you promised in a review meeting thread into work you can see.
Ask for a place in private beta →Today 1 of 10 done
Good morning.
Thursday, 12 February
3 waiting on you·16 waiting on clients·Four annual reviews this month
Illustrative data from no real advisory firm
A working week, on average
business emails a day, per person. Perhaps six change what you do.
Radicati Group, Email Statistics Reportto get back to what you were doing after one interruption.
Mark, Gudith and Klocke, UC Irvine, 2008of the working week goes to email, before any real work is opened.
McKinsey Global Institute, The social economy, 2012
Onboarding is a stack of forms and a set of documents, and every one of them waits on the client. The agreement, the questionnaire, the identity documents, the provider forms. Each one asked for, each one mentioned again.
It is that nothing in the office counts the days. When the compliance file is checked, the only record of who delayed what is a scroll through sent items.
Pidgy does not give advice.
A hundred and forty a day, and the ones that matter are the ones with a review date behind them.
Dear Mr Peeters, a short reminder about the advisory agreement we sent on 12 January. We cannot start on the plan until it is countersigned. A scanned copy is enough.
Which client owes which form, how many days, and the reminder already written in your words. You press send.
Questionnaire, and a question about my mother's policy
Questionnaire attached, done at last. My mother has an old life policy nobody understands. Could you look at whether it is worth keeping before our review on Monday? I can bring the papers.
Who is asking, what for, and by when, lifted out of the email and put on the list with the deadline and the client attached.
Agreements, client documents, provider confirmations, platform statements, commentary. Labelled on arrival, so the questionnaire is one click, not a search.
Illustrative data from no real advisory firm
Six more things Pidgy does between an email landing and the plan being signed.
Everyone you advise becomes a contact, with how long they usually take, how often they opened the conversation rather than you, and what is outstanding. When compliance asks whose delay it was, the answer is a number.
Ask for a place in private beta →Every thread that needs a reply gets three, and they are the three things you would most plausibly say back given what the client asked.
Ask for a place in private beta →Reply to Els Hermans
Three likely answers click one
Dear Els, your brother is not wrong about costs, and low cost matters a great deal over twenty years. Whether it is right for you depends on when you need the money and what you are already holding. Both are on the questionnaire you just sent, so I can give you a real answer on Monday.
Clients get a link to their own outstanding onboarding items, not a portal to remember a password for.
Ask for a place in private beta →Every client relationship becomes a project: onboarding, the annual review, the transfer. What has arrived, what is outstanding, who it is with.
Ask for a place in private beta →Projects, created for you
4 of 10 onboarding items received. Blocked on the advisory agreement, 31 days outstanding. Nothing can be implemented until it is countersigned.
“Who has not returned the agreement?” is a question you answer today from memory.
Ask for a place in private beta →Ask Pidgy
Pidgy
Two clients. The older one, and the only one holding up an implementation:
You drag one into the other, and a review week that is quietly overcommitted shows before it starts.
Ask for a place in private beta →Plan mode click a task
Illustrative data from no real advisory firm
Pidgy drafts. It has no permission to send on your behalf, and there is no setting that grants one.
Data residency in the EU, scoped per mailbox, DPA on request. Export or purge whenever you want.
Nothing is archived, moved, marked read or thrown away. Your mailbox is exactly where you left it.
Correspondence builds your lists and your drafts. It is never used to train a model, ours or anyone else's.
Per mailbox, monthly, published when we open to everyone. The first group is free. Asking for a place costs nothing and connects nothing.
No. It drafts replies to correspondence, which you read and send or discard. Nothing it writes is advice until you have read it. Suitability, recommendations and reports stay with you.
Processing happens in the EU, scoped to the mailboxes you connect, under a data processing agreement we sign. Your mail is never used to train a model. We put our sub-processors and the model provider in writing so your compliance function can review it before anything is connected.
The mailboxes you connect, and only those. Your platform, your planning software and anything on a laptop are invisible to it by design.
No. It knows a document arrived and closes the request it belongs to. Reading it is your work and stays yours.
Yes. It reads mixed language mailboxes and drafts in the language of the thread.
Pidgy opens to a small number of firms before anyone else, and we pick them ourselves. If advice is your trade, tell us and we will be in touch.
