Feathery

AI operating and decisioning platform for financial services workflows

Feathery is a workflow automation platform for financial services, covering submission intake, underwriting, client onboarding, account opening, and advisor transitions. It includes a no-code form builder, document intelligence, e-signatures, meeting transcription, and an AI assistant (Robin) that builds and runs workflows from plain-language descriptions. It offers 150+ integrations with CRMs, custodians, and carrier systems, plus SOC 2 and HIPAA compliance.

Category: No-code & automation
Pricing: freemium · from $0
Free tier: yes
API: yes
MCP server: yes
SDK: yes
Open source: no

#workflow-automation #forms #document-intelligence #e-signatures #financial-services #insurance #wealth-management #ai-assistant

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Listed 2026-10-22 · last verified 2026-10-22 · extracted by @cf/zai-org/glm-5.3-flash · confidence 0.9

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