Peter Dun
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5 mins
|
July 14, 2026

Feathery raises $30M to scale the AI operating & decisioning system for financial services

New funding will accelerate product innovation, deepen AI capabilities, and expand support for insurance and wealth management firms.

Learn more

Feathery Launches Robin, the AI Operations Assistant for Financial Services

Robin enables financial institutions to turn business requirements into operational workflows through conversation.

Peter Dun
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5 mins
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September 9, 2026

What It Means to Be an AI-Native Wealth Management Firm

AI adoption is accelerating across wealth management. But becoming AI-native takes more than giving advisors new tools. It means rethinking how the firm operates from prospect to client to long-term relationship.

Zack Khan
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5 mins
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August 28, 2026

Blog Posts

Latest Posts

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Product
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Karen Chung
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7 mins
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September 15, 2026

How Employee Benefits Brokers Can Use Robin Across the Benefits Workflow

See how Employee Benefits brokers can use Robin to automate census intake, renewal analysis, plan comparisons, benefit guides, and other benefits workflows.

Product
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Karen Chung
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7 mins
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September 15, 2026

How P&C Insurance Brokers Can Use Robin Across the Placement Workflow

See how P&C insurance brokers can use Robin to automate submission preparation, carrier requirements, quote comparison, proposals, renewals, and more.

Product
ALL
Karen Chung
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7 mins
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September 15, 2026

How Insurance Carriers Can Use Robin Across the Underwriting Lifecycle

See how insurance carriers and MGAs can use Robin to build AI operations workflows for submission intake, underwriting, renewals, and more.

Product
ALL
Karen Chung
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7 mins
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September 15, 2026

How Wealth Management Firms Can Use Robin Across the Client Lifecycle

See how wealth firms can use Robin to build and run AI operations workflows across client onboarding, account opening, advisor transitions, servicing, and more.

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Zack Khan
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5 mins
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September 8, 2026

The Next Era of Insurance AI is Bigger Than Underwriter Productivity

Insurance AI has largely focused on making underwriters more productive. The bigger opportunity is to put intelligence across the operation itself.

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Zack Khan
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5 mins
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September 8, 2026

The Next Generation of Insurance Brokerages Will Scale Differently

AI is changing the relationship between brokerage growth, operational complexity, and headcount. The firms that get ahead won’t just automate tasks. They’ll rethink how work gets done.

Product
ALL
Karen Chung
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5 mins
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August 25, 2026

Feathery Expands Schwab Integration to Make Account Opening & Maintenance Seamless Across More Account Types

Broader support brings more everyday account opening scenarios into a streamlined digital process, with fewer manual paths for advisors and operations teams to manage.

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Peter Dun
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5 mins
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August 19, 2026

Vibe Coding Doesn’t Scale in Financial Services. AI-Defined Workflows Do.

Vibe coding breaks down when financial workflows demand consistency, security, and control. Here’s why AI-defined workflows offer a better path forward.

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Zack Khan
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5 mins
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August 12, 2026

What Vibe Coding Gets Right About the Future of Financial Services

Vibe coding is about more than building software faster. It points to a fundamental shift in how financial institutions could interact with technology.

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The AI operating and decisioning system for financial services teams.