Feathery
AI that runs your operations and drives decisions. Automate your financial services
Feathery is an AI operating and decisioning platform for financial services that automates operational workflows such as submission intake, underwriting, client onboarding, account opening, and advisor transitions. It is designed for insurance carriers, brokers, and wealth management firms, addressing the compliance requirements, data formats, and workflows specific to those industries.
The platform includes Robin, an AI workflow assistant that builds and deploys workflows from plain-language descriptions, generates forms, logic, and integrations, and provides insights and next-best-action recommendations. Feathery connects with more than 150 integrations across categories including CRM, storage, payments, authentication, and automation, with named connectors such as Salesforce, Applied Epic, Charles Schwab, HubSpot, Plaid, Zapier, Stripe, and Power Automate. Security features include SOC 2 Type II certification, HIPAA, GDPR, and CCPA compliance, AES-256 encryption at rest, TLS/SSL in transit, SSO, multi-factor authentication, audit logs, and role-based permissions.
Feathery serves insurance carriers and MGAs, insurance brokers, and wealth management firms including RIAs, broker-dealers, and banks. The platform offers a free plan and a paid plan, with a demo available to get started.
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