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Explore what you can automate

Start with what you need most and add more as you grow.

Workflow automation

Steps, rules, routing, and approvals for each client, account, or submission, with a full audit trail

  • Client onboarding and account opening
  • Submission intake, triage, and routing
  • Approvals, exceptions, and NIGO checks

45% faster account openings at Sequoia Financial Group

Document intelligence

Documents in, validated data and finished documents out, with your team reviewing exceptions

  • Statements, applications, ACORD forms, and loss runs
  • Proposals, quotes, and benefits guides
  • Human review on low-confidence values

About 16 hours to about 30 minutes per benefits guide at The Baldwin Group

Meeting & audio intelligence

Client meetings that turn into CRM updates, tasks, and next steps, without anyone retyping notes

  • Meeting notes and CRM sync
  • Follow-up tasks with owners
  • PII redaction and sharing controls

One platform for the meeting and the work that follows it

Client portal

A branded place for clients to share information, upload documents, and sign, so their data enters once

  • Prefilled applications and intake forms
  • Document upload and e-signature
  • Status updates clients can check without calling

More than doubled conversion on Banner Life's insurance application flows

Feathery helped us transform what used to be a heavily manual process into a seamless, scalable digital experience for both advisors and clients.

Ryan MahoneyVP, Business SystemsSequoia Financial Group
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With Feathery, we’ve automated much of that process and significantly reduced turnaround time.

Lindsay RinkNational DirectorEmployee Benefits CommunicationsThe Baldwin Group
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Frequently asked questions

How is Feathery priced?

Pricing is mainly based on the volume you run through Feathery, and every quote is personalized to your team. Enter your email at the top of this page, and we'll put one together based on what you want to automate.

How long does implementation take?

It depends on what you're automating and the systems involved. The Baldwin Group's benefits guide automation took about four to six weeks to implement. Our team scopes, builds, and tests your first use cases with you, then your team can maintain them in Feathery.

Can we start with a pilot?

Yes. You can start with a time-boxed pilot on a real use case to prove results before moving to an annual plan.

Is Feathery secure and compliant?

Yes. Feathery is SOC 2 Type II, HIPAA, and GDPR compliant, and our latest SOC 2 report had no exceptions. Security reviews and our SOC 2 report are available during evaluation.

Do we have to replace our current systems?

No. Feathery works with the CRMs, custodians, and core insurance systems your team already runs, such as Salesforce, Schwab, Fidelity, and Guidewire. For systems without an API, computer-use agents can do the data entry.

Still comparing options? See how Feathery compares →

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SOC 2 Type II · HIPAA · GDPR compliant