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Feathery

Feathery is an AI workflow and decisioning platform for financial services that automates client onboarding, document processing, data intake, and advisor transitions.

Feathery document editor interface displaying an AI assistant chat panel on the left and an editable proposal document with formatting controls on the right.

About Feathery

Feathery is an AI workflow and decisioning platform designed for financial services, including insurance carriers, insurance brokers, and wealth management firms. The platform provides a no-code form builder with dynamic logic, automated document scanning and generation, native e-signatures, and meeting transcription. Teams can deploy Robin, an AI workflow assistant that generates forms, logic, and integrations from natural language prompts. Feathery integrates with over 150 third-party platforms, supports multi-signer agreements, and maintains compliance with SOC 2 Type II, HIPAA, GDPR, and CCPA standards.

What you can do

  • No-code form builder supporting over 25 field types, styling, dynamic logic calculations, conditional steps, and API connectivity.

  • Document intelligence and automated templating for processing files, extracting and formatting data, and populating PDF, Word, and Excel templates.

  • Robin AI workflow assistant that translates plain-language requirements into forms, logic, documents, and system integrations without engineering.

  • Meeting transcription and automation to generate summaries and extract structured conversation data into CRMs and workflows.

  • Enterprise compliance and security standards including SOC 2 certification, HIPAA, GDPR, CCPA, and bank-level encryption.

Sources

Source information collected on . Features and pricing may change.