Feathery

Feathery is an AI operating and decisioning system built specifically for financial services teams, covering wealth management, insurance carriers, and insurance brokers. The platform combines a no-code form builder, document intelligence, e-signatures, meeting notetaker, and collaborative workflows into a single product designed for regulated industries. Feathery states it has processed over 10 million workflows and is SOC 2 Type II certified and HIPAA compliant.

What It Is

Feathery is a workflow automation platform purpose-built for the compliance requirements, data formats, and operational patterns unique to insurance and wealth management. At its core, it lets teams build pixel-perfect forms with advanced conditional logic, extract structured data from documents and audio with claimed 98%+ accuracy, generate and fill document templates (PDF, Word, Excel, PowerPoint), collect legally compliant e-signatures, and automate multi-user approval and routing workflows — all without engineering involvement for most use cases.

Robin: The AI Workflow Assistant

Central to Feathery's current product direction is Robin, an AI workflow assistant that lets users describe what they need in plain language and then builds and deploys the workflow. Robin can:

• Generate forms, logic rules, integrations, and document flows from a natural language prompt
• Answer questions across saved submissions, including cross-form and cohort-style queries
• Surface insights across a book of business and provide next-best-action recommendations
• Navigate forms on behalf of users and trigger logic rules as Robin Tools
• Operate in voice mode for hands-free interaction

Robin is positioned as a no-engineering-required layer on top of Feathery's underlying workflow infrastructure.

Financial Services Use Cases

Feathery targets three primary segments with dedicated solution pages and integrations:

• Wealth Management — Client onboarding and KYC, custodial account openings (including Schwab, Fidelity, Pershing integrations), advisor transitions and repapering, CRM and custodian sync, and proposal generation. Feathery's customer page cites Sequoia Financial Group achieving 45% faster account openings.
• Insurance Carriers — Underwriting submission intake and triage, AI portfolio submission analytics, enrollment census data intake, claims document processing, and book roll reporting. Banner Life is cited as a customer that more than doubled conversion rates.
• Insurance Brokers — Proposal and quote generation, comparative policy analysis, employee benefits guide generation (The Baldwin Group is cited as achieving 20–30x faster guide creation), contract review, and submission intake.

Document Intelligence and Meeting Notetaker

Feathery's Document Intelligence module processes PDFs, images, spreadsheets, Word documents, audio files, and emails. It provides per-field confidence scores, bounding-box highlighting of extracted values, agentic extraction that follows references across documents, and logic rules that fire on extraction failures. A Computer Agent feature (launched August 2026) can log into external sites and complete work when no API exists.

The Meeting Notetaker joins video and phone calls, generates structured notes and summaries, extracts defined data fields with citations back to the transcript, and can push extracted data to CRMs or trigger downstream workflows. Outlook Calendar support was added in May 2026 alongside Google Calendar.

Integration Ecosystem and Compliance

Feathery advertises 150+ integrations covering CRMs (Salesforce, Wealthbox, HubSpot), custodians (Schwab, Fidelity, Pershing, Black Diamond), document tools (DocuSign, Box, SharePoint, Dropbox, Google Drive), analytics (Mixpanel, Segment, Snowflake, Databricks), KYC/identity (Plaid, Alloy, LexisNexis), and AMS platforms. A Model Context Protocol (MCP) server launched in beta in May 2026 exposes 24+ tools so AI assistants like Claude and Cursor can interact with Feathery directly.

Security and compliance are described as foundational: the platform is SOC 2 Type II certified and HIPAA compliant, supports role-based access controls, SSO, audit logs, server-side logic rules, and server-side-only hidden fields for sensitive data.

Update: August 2026 Release

The most recent product update (August 6, 2026) introduced Custom Reports with drag-and-drop stat cards and custom HTML cards, a Computer Agent for browser-based automation when no API exists, Robin Tools for authoring logic rules as callable assistant functions, chat attachments in Robin conversations, per-step assistant controls, and a range of document intelligence, wealth account opening, and form builder improvements. Earlier 2026 releases added the AI Workflow Builder in beta (April), the MCP Server in beta (May), AI Submission Analytics for insurance portfolios (June), and a redesigned homepage dashboard (July).