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.
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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.
- CategoryAI App Builders
- Pricing ModelCustom
- DeploymentCloud
- PlatformsWeb
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?
Configure: Set up integrations with existing systems
Use: Automate workflows with AI-driven processes
Optimize: Utilize AI Workflow Builder for efficient operations
Enhance: Leverage templates for document data extraction
Feathery's Use Cases
- Client Onboarding
- Risk Assessment
- Account Opening
- Advisor Transitions
- Data Synchronization
