Feathery, Inc.
AI-Powered Data Intake for Financial Services
★★★★★
5.0
Solution Areas
Automated Forms A.I. & Machine Learning
Insurance Tech Client Engagement
Document Management
Contact Information
Phone
1-647-500-8677
Email
ara@feathery.io
Address
2261 Market St, Suite 4263
San Francisco, CA 94114
Feathery enables broker-dealers and RIAs to automate critical workflow like: client onboarding, new account openings/transitions, data intake, and document scanning, while syncing client data across custodians and wealth systems.
Overview
Solutions
Resources
Overview
Provider Details
Feathery enables broker-dealers and RIAs to automate critical workflow like: client onboarding, new account openings/transitions, data intake, and document scanning, while syncing client data across custodians and wealth systems
By reading from your book of business, Feathery auto-generates repapering workflows. The result: up to 80% faster onboarding, consistent data across your technology stack, and fewer NIGOs.
Solutions
Highlights
Wealth Management
- Automate client onboarding & account openings for RIAs and broker-dealers.
- Custodial Account Openings
- Transitions & Repapering
- Client Data Gathering & Onboarding
- Financial Statements Scanning
Insurance Brokers
- Automate proposal generation and policy analysis workflows
- Comparative Policy Analysis
- Employee Benefit Guide Generation
- Contract Review
- Submission Intake
Insurance Carriers
- Generate more quotes and clean data with less operational overhead.
- Underwriting Submission Intake
- Enrollment Census Data Intake
- Claims Automation
Resources
Resources & Documentation
Data Sheets
Case Studies
