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Feathery

AI Operations Platform for Financial Services·feathery.io

Feathery is an agentic data intake platform for financial firms that automates client onboarding, underwriting, and risk assessment while syncing data across CRMs, custodians, policy management systems, and other internal systems. It provides a no-code form builder, document intelligence and template automation with e-signatures, and meeting/audio intelligence. The platform is built for insurance carriers, insurance brokers, and wealth management firms such as RIAs and broker-dealers, offering vertical integrations with industry-specific platforms.

What it's for

Client onboarding automationUnderwriting submission intakeInsurance enrollment and census data intakeClaims automationComparative policy analysisEmployee benefit guide generationContract reviewCustodial account openingsAdvisor/account transitions and repaperingClient data gathering and onboardingFinancial statement scanningDocument data extraction from PDFs, images, spreadsheets, and audioMeeting transcription and structured data extractionProposal generation and document template filling

Features 20

100+ standard integrations plus premium integrations
A/B testing and analytics
AI Notetaker for meetings
Audit logs
Automated PDF/Word/Excel document template filling
CAPTCHA verification
Conditional logic and branching (Rule Builder)
Custom API connectors
Custom subdomain and DNS
Developer SDK (React & JavaScript) for embedding forms
Document intelligence: extract structured data from PDFs, images, spreadsheets, and audio
E-signatures
Meeting automation extracting structured data to CRMs and documents
No-code form builder with 25+ field types
Partial submissions and remember user progress
Robin AI workflow assistant to build workflows from natural language
Role-based access controls
Single sign-on (SSO)
User authentication via Firebase
White label editor

At a glance

free tierAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

Forfinancial services firms, insurance carriers, insurance brokers, wealth management firms, RIAs, broker-dealers

CompanyFeathery · 2020

Integrations

StripeSalesforcePlaidAlloyLexisNexisFirebaseStytchEpicMicrosoftGoogleOktaOneLogin

Complianceself-reported

SOC 2HIPAAGDPRCCPAData Sovereignty

Resources

Docs

Pricing

Growth and Business plans are listed as 'Custom Pricing' with no numeric figures stated; only the Free plan has a stated price ($0).

FreeFree

Unlimited seats, Unlimited pages & conditions, Unlimited styles & components, Unlimited developer library

500 monthly submissions, 5 live forms, 10MB file upload size limit

GrowthQuote

Custom pricing; contact sales

Custom monthly submissions, live forms, and file upload limits

BusinessQuote

Custom pricing; contact sales

Custom/unlimited usage limits