Feathery

Description

Feathery is an AI operating and decisioning platform tailored for financial services. It automates operational workflows, including submission intake, underwriting, client onboarding, account opening, and advisor transitions. The platform is designed to integrate seamlessly with existing systems such as CRMs, custodians, and policy management systems, ensuring that client data is synchronized across various platforms.

Feathery's AI capabilities allow financial firms to automate onboarding and risk assessment processes, significantly reducing the time and effort required for these tasks. The platform is trusted by wealth management firms, insurance carriers, and brokers to power critical workflows. With over 10 million workflows processed, Feathery has proven its reliability and efficiency in handling complex financial operations.

The platform offers a range of integrations with popular services like Salesforce, HubSpot, Stripe, and Zapier, enabling users to connect Feathery with their favorite apps and services. It also supports compliance with industry standards, being SOC 2 Type II certified and HIPAA compliant, making it suitable for regulated industries.

Feathery provides a variety of AI-powered templates for forms and document data extraction, allowing users to build workflows quickly and efficiently. The platform's AI Workflow Builder enables users to create entire workflows using natural language, further simplifying the process of setting up and managing financial operations.

Security is a top priority for Feathery, with best-in-class data security and access controls in place. The platform supports identity and access management, customizable data compliance, and bank-level encryption to protect sensitive information.

Overall, Feathery is a comprehensive solution for financial services looking to automate and optimize their operations, offering a robust set of features and integrations to meet the needs of modern financial firms.

Feathery's Core Features

• Automates operational workflows

• Integrates with CRMs and policy management systems

• AI-driven onboarding and risk assessment

• Over 10 million workflows processed

• SOC 2 Type II certified

• HIPAA compliant

• Supports wealth management and insurance sectors

• AI Workflow Builder for natural language workflow creation

• Wide range of integrations

• Best-in-class data security and access controls

How to use Feathery?

1. 1

   Configure: Set up integrations with existing systems

2. 2

   Use: Automate workflows with AI-driven processes

3. 3

   Optimize: Utilize AI Workflow Builder for efficient operations

4. 4

   Enhance: Leverage templates for document data extraction

Feathery's Use Cases

• Client Onboarding
• Risk Assessment
• Account Opening
• Advisor Transitions
• Data Synchronization

FAQ from Feathery

• What is Feathery's primary function?

  Feathery automates operational workflows in financial services, including client onboarding and risk assessment.

• Is Feathery suitable for regulated industries?

  Yes, Feathery is SOC 2 Type II certified and HIPAA compliant, making it suitable for regulated industries.

• What integrations does Feathery support?

  Feathery supports integrations with Salesforce, HubSpot, Stripe, Zapier, and more.

• How does Feathery ensure data security?

  Feathery employs best-in-class data security and access controls, including bank-level encryption.

• Can Feathery handle large volumes of workflows?

  Yes, Feathery has processed over 10 million workflows, demonstrating its capability to handle large volumes.

• What sectors benefit most from Feathery?

  Wealth management, insurance carriers, and brokers benefit significantly from Feathery's capabilities.

• Does Feathery offer AI-powered templates?

  Yes, Feathery provides AI-powered templates for forms and document data extraction.

• How quickly can workflows be set up with Feathery?

  Workflows can be set up quickly using Feathery's AI Workflow Builder and templates.