Use case · Financial advisors

How Fien runs a financial advisor's inbox with Pidgy.

Fien advises 120 client households. Onboarding, reviews and compliance all run on documents that arrive by email. This is how Pidgy flies for her.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Fien Pidgy, the AI email assistant, holding a task list
pidgy · Fien's client overview
🔍  Search clients… All clients Waiting on client
Voss household · onboarding
Collecting KYC
ID & statements · nudge ready
Marek family · annual review
Review due
Review call Thu
Porter household · proposal out
Proposal out
Waiting on decision
Falk family · review done
Complete
Signed ✓
120 households · 6 waiting on documents · 4 reviews this week

Where the advisory day leaks.

5h

Chasing documents & signatures

Every week. IDs, statements, signed mandates, risk questionnaires: compliance requires them, clients postpone them.

A real Friday email"Hi Daniel, quick reminder nr. 3: we still need your ID copy and recent statements to complete the file…"
24

Open client items found on day one

Across the book: promised documents, unanswered proposals, reviews drifting past their date.

Buried in a thread"…also, what happens with my pension if we move abroad next year?"
2h

Sunday book triage

Rebuilding which household waits on what, and which review is overdue, from the week's mail.

Fien, before Pidgy"My compliance was fine. My chasing was the bottleneck."
Onboarding · reviews · compliance

Pidgy, on the client book.

01 · the book

Every client, every open item.

Onboardings, annual reviews and open requests in one list with a next action each. Who's complete, who's stalled, whose review is due: one glance instead of a file audit.

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Client book
Voss household · onboarding
4 docs · 12 emails · 3 open tasks
64%
Porter household · proposal
2 docs · 7 emails · 1 open task
38%
Marek family · review
6 docs · 4 emails · 2 open tasks
82%
Falk family · complete
8 docs · 23 emails · all done
100%
02 · onboarding, unstuck

KYC documents via magic link.

New clients get one secure link: ID, statements, risk questionnaire, uploaded in place with deadlines visible. Onboarding stops taking six weeks of attachment ping-pong.

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In your client's inbox
PO
Fien via Pidgy
to d.voss@gmail.com
Mon 09:01
3 documents to complete your file
Good morning Daniel,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Voss household · your onboarding list
3 items · shared by Fien
ID copies (2 missing)Upload
Recent statementsUpload
Risk questionnaireReceived ✓
File complete · zero chasing calls made
03 · reviews on schedule

Quiet clients nudged in your voice.

Unsigned mandates, unscheduled reviews, unanswered proposals: each surfaces with a draft in Fien's voice, compliant-friendly and warm. The book stays current without an afternoon of calls.

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Waiting on others 3 waiting
DV
Re: ID & statements (2 missing)
Daniel Voss · waiting 6 days
6d
RM
Re: Signed mandate
Rita Marek · waiting 9 days
9d
SP
Re: Annual review date
Sam Porter · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Daniel, quick nudge from my side: I still need your ID copy and recent statements to complete the file. You can add them via your secure link. Happy to help if anything is unclear.
Follow-up sent
04 · automatic

Client questions become tasks.

The pension question on page 4 of a thread becomes a task with a deadline, scheduled into her week. Nothing a client asked disappears into the archive.

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Inbox
SL
Daniel Voss
2 min ago
Re: Getting started, next steps

Hi Fien, thanks for the intake conversation. We'd like the plan in place by May 2nd.

Could you send the document checklist? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send KYC checklist · Voss household
TodayFrom email
Draft the financial plan · Voss
Due May 2Scheduled · Thu 9:00
Answer pension question · Marek
Due Apr 30
Prep the review pack
Due May 5
2 to-dos created · 1 auto-delegated
05 · the review season

Reviews planned, deadlines blocked.

Annual reviews and compliance deadlines dragged into calendar blocks a quarter out. The book runs on a schedule, not on who emailed loudest.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · Voss risk profile
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the Voss risk profileest. 1 h · due FriReply
✉Counter-sign the advisory mandateest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the review packest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Fien's first season.

6.5h

per week back, measured over her first two months

24

open client items surfaced from the book on day one

0

reviews drifted past their date since the book moved to Pidgy

40s

to chase a signature that used to take three calls

"Onboarding went from six weeks of ping-pong to one link. My reviews finally run on my schedule."

Fien · financial advisor, 120 households · composite of Pidgy's pilot users

Frequently asked questions.

How does Pidgy connect to my email?+
Pidgy connects to Gmail and Outlook with read access. It extracts document requests, client questions, and review dates into your book overview. Nothing is sent without your say.
Is client financial data safe?+
Data stays in the EU and processing is GDPR-compliant. KYC documents arrive through tracked secure links instead of email attachments.
Does it fit compliance requirements?+
Pidgy keeps a clear trail of what was requested, received, and outstanding per client, and never sends anything without your explicit say.
Do clients need an account?+
No. Clients get a secure magic link with their own list: the ID to upload, the mandate to sign, the questionnaire to complete. No login, no password.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

Want your own prize-winning assistant?

Pidgy onboards from the waitlist, in order. Join now and you're at the front of the loft when the doors open.

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