Feathery
feathery.ioAI-Driven Data Intake for Financial Services
AI Toolsfinancial-servicesworkflow-automationdocument-intelligenceinsurancewealth-managementclient-onboardingdata-intake
About
Feathery is an AI-powered data intake and workflow automation platform built for financial services, including insurance and wealth management. It enables firms to automate client onboarding, underwriting, proposal generation, and document processing using AI agents and integrations with industry-specific platforms. The platform has processed over 10 million workflows and integrates with systems like Epic AMS.
Problem
Financial services firms spend excessive time on manual data intake, client onboarding, and document processing workflows.
For
Insurance and wealth management firms and their operations teams
How it works
Users describe their workflow to an AI assistant (Robin) which builds it automatically, while document intelligence extracts and structures data from PDFs, emails, and other unstructured inputs to automate end-to-end financial workflows.
Business model
unknown
Status
launched
Company
Feathery