Feathery

Feathery is an AI operating and decisioning platform built specifically for financial services — wealth management, insurance and banking. Its Robin AI assistant turns plain-language business requirements into working automated workflows, so compliance-heavy operations like onboarding, underwriting and claims can be automated in minutes rather than months, without engineering.

What Feathery is

Feathery automates the complex, regulated processes that slow financial firms down. Instead of coding a workflow or waiting on IT, a team member describes what they need to Robin AI in plain language, and Feathery builds it — client onboarding and KYC, custodial account opening, insurance submission intake and underwriting triage, claims document processing, proposal generation and policy analysis all become automated flows.

Who it's for

Feathery serves three corners of financial services: wealth management (RIAs, broker-dealers and banks), insurance carriers and MGAs handling underwriting and claims, and insurance brokers and wholesalers working on proposals and policy analysis. It's for operations teams buried in document-heavy, compliance-bound workflows that generic automation tools handle poorly.

What it automates

• Robin AI assistant that builds workflows from plain-language descriptions
• Client onboarding and KYC processes
• Custodial account opening
• Insurance submission intake and underwriting triage
• Claims document processing
• Proposal and benefit-guide generation
• Policy comparison and advisor transition/repapering workflows
• 150+ integrations (Salesforce, Guidewire, Fidelity, Box, HubSpot)

Built for a regulated industry

Feathery's key distinction is that it's made explicitly for financial services, not adapted from a generic tool. That means it understands the compliance requirements and data formats the industry runs on, and it's built compliance-first — SOC 2 Type II certified and HIPAA compliant. For firms where a mishandled workflow isn't just inefficient but a regulatory risk, that industry-specific design is exactly the reassurance generic automation can't offer.

From requirement to workflow in minutes

The Robin AI assistant is what makes Feathery fast. Because a business user can describe a process in plain English and have it built — no engineering involvement — workflows launch in minutes rather than the months a custom build would take. That collapses the usual gap between "operations knows what it needs" and "IT has time to build it," letting teams automate on their own timeline.

Results that show up in the numbers

Feathery points to concrete gains from that speed: insurance carriers cutting time-to-quote by more than half, brokers generating benefit guides 30x faster, and wealth managers opening accounts 45% faster — with over 10 million workflows processed on the platform. For operations leaders measured on turnaround and capacity, those are the kinds of improvements that translate directly into more business handled with the same team.

Connected to the systems you already run

Financial firms live inside core platforms like Salesforce, Guidewire, Fidelity and custodian systems, and Feathery is built to work with them — 150+ integrations mean automated workflows can pull and push data across the tools a firm already depends on, rather than becoming another disconnected island. That connectivity is what lets an automated onboarding or claims flow actually reach into the systems of record where the real work has to land, without manual re-keying between them.

Why choose Feathery

For financial-services firms drowning in manual, compliance-bound operations, Feathery offers a purpose-built way out. Its plain-language Robin AI, industry-specific workflows, deep integrations with core systems, and compliance-first design make it a practical platform for automating onboarding, underwriting and claims — turning slow, document-heavy processes into fast, reliable ones without a long engineering project.