Feathery
AI operating and decisioning platform for financial services, automating workflows across insurance and wealth management including onboarding, underwriting submission intake, account opening, and advisor transitions.
About Feathery
AI operating and decisioning platform for financial services, automating workflows across insurance and wealth management including onboarding, underwriting submission intake, account opening, and advisor transitions.
Products
No-code form builder with pixel-perfect UI, conditional logic, API connectors, and developer SDK.
What customers say
“In wealth management, the onboarding experience sets the tone for the entire client relationship. Feathery helped us transform what used to be a heavily manual process into a seamless, scalable digital experience for both advisors and clients.”
“Feathery has been a game changer. What used to take about 16 hours just to build the initial benefit guide now takes around 30 minutes, freeing up our team to focus on more strategic work.”
Quility uses Feathery forms to capture, verify, and route insurance prequalification leads, including partial submissions. Feathery reports a 30% increase in lead volume without increased advertising spend.
Case studyThe Baldwin Group uses Feathery to extract benefits information and generate branded comparison guides. Feathery reports that work previously taking up to 16 hours now takes 30–45 minutes; Form Builder is among the…
Case studySequoia Financial uses Feathery for conditional onboarding forms, CRM prefilling, custodial documents, and e-signatures. Feathery reports 45% faster account openings for clean, In Good Order submissions.
Case study
Security and compliance
As reported by Feathery. Ask for audit reports before you buy.
- SOC 2Compliant
- HIPAACompliant
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