AI that runs your operations
and drives decisions

Automate financial service workflows from submission intake and underwriting to client onboarding and advisor transitions.

Over 10 million+ workflows processed

Built for financial services

Feathery is purpose-built for the compliance requirements, data formats, and workflows unique to insurance and wealth management

Wealth Management
Insurance Carriers
Insurance Brokers
Robin Ai workflow assistant creating an insurance or wealth management workflow from a natural language prompt.
Meet Robin

Tell Robin what you need. It handles the rest.

Robin is Feathery's AI workflow assistant. Describe what your team needs — in plain language — and Robin builds it, deploys it, and keeps working after launch. Ask it questions, surface insights across your book of business, get next-best-action recommendations, and flag exceptions before they become problems. No engineering required.

Workflows live in minutes, not months

Connects to 150+ industry-specific integrations

Built for SOC 2 and HIPAA regulated environments

Request Beta access

Live in minutes, not months

Most customers are live within minutes — with hands-on support from our implementation team every step of the way.

Describe your workflow

Type what your team needs in plain language. No specs, no tickets, no engineering handoff.

01

Robin builds it

Robin generates the forms, logic, integrations, and doc flows. You review and approve.

02

Robin runs along side your team

Once deployed, Robin keeps working. Ask it anything, surface insights across your book of business, get next-best-action recommendations — all in plain language.

03

Trusted by teams
who can’t afford to be slow

Most customers are live within minutes — with hands-on support from our implementation team every step of the way.

Trusted to power critical workflows

“In wealth management, the onboarding experience sets the tone for the entire client relationship. Feathery helped us transform what used to be a heavily manual process into a seamless, scalable digital experience for both advisors and clients.”

Ryan Mahoney

Vice President, Business Systems, Sequoia Financial Group

Explore their success story

“Feathery has been a game changer. What used to take about 16 hours just to build the initial benefit guide now takes around 30 minutes, freeing up our team to focus on more strategic work.”

Lindsay Rink

National Director, The Baldwin Group

Explore their success story

"Feathery gave us the ability to rapidly test and iterate on new flows, which has significantly improved our conversion rates.”

Andrew Fujii

Director, Digital Sales & Marketing, Banner Life

Explore their success story
Ryan Rhoney, SVP of Wealth Management Systems at Explore Wealth Solutions.

Connects with the systems
you already use

Feathery integrates with the platforms your team already runs on — from carrier systems to CRMs, custodians, and document tools.

Integrations with Salesforce, Guidewire, Fidelity, Box, HubSpot, and other financial services platforms.
View 150+ integrations

Built for regulated
industries from day one

Security and compliance aren't features we added — they're foundational to how Feathery is built.

SOC 2 Type II Certified

Feathery is built from the ground up with security in mind. We’ve gone through the rigorous process to be SOC 2 certified.

HIPAA Compliant

Collect sensitive healthcare data with a secure and
HIPAAcompliant form builder.

Build your first AI
workflow in minutes

Announcing Feathery Transitions: See how RFG Advisory accelerates advisor transitions with Feathery