Wealth management workflows rarely happen in one system.
Client data may start in a CRM, move through onboarding, trigger different requirements based on the custodian or account type, generate documents for signature, and eventually need to sync back across the firm's technology stack. Advisor transitions and ongoing servicing add their own forms, approvals, data updates, and handoffs.
Robin is Feathery's AI operations assistant, built to help wealth management firms build and run end-to-end workflows across that complexity.
Teams describe what they need in plain English, and Robin can build the workflow across the data, documents, business rules, integrations, and actions involved. With 150+ integrations across custodians, CRMs, financial planning tools, document systems, and other wealth technology, Robin can work across the systems firms already use.
Once the work is running, teams can also ask Robin questions, surface exceptions and insights, and understand where attention is needed.
1. Build wealth workflows in plain English
Building a new operational workflow traditionally requires teams to translate business requirements into technical requirements, configure software, and repeat the process whenever something changes.
Robin gives wealth teams a more direct way to shape how work gets done.
A team could simply ask:
“Build a client onboarding workflow for a new household opening a joint account and two IRAs.”
Robin can turn that request into an operational workflow, including the forms, business logic, documents, integrations, and actions needed to run it.
When requirements change, teams can tell Robin what they want to change. For example, a firm could ask Robin to add an additional compliance review when certain client or account conditions are met.
That makes it possible to create repeatable operating standards while still adapting workflows for different custodians, account types, advisors, clients, or business requirements.
2. Streamline client onboarding and account opening
Client onboarding and account opening require information to move across clients, advisors, operations teams, custodians, and systems.
Robin can bring those steps together in one workflow.
Existing household information can be pulled from connected systems such as the CRM instead of being collected again. The workflow can determine what additional information is needed and guide the client or advisor through the relevant questions.
From there, the same information can be used to:
- Populate account-opening requirements
- Generate the appropriate documents
- Route documents for review and e-signature
- Apply account- and custodian-specific logic
- Sync information across connected systems
- Identify missing information or exceptions
This is particularly valuable for firms operating across multiple custodians. Schwab, Fidelity, Pershing, and others have different requirements, forms, account types, APIs, and processes. Robin can adapt the workflow based on the custodian and account involved while creating a more consistent experience for advisors, clients, and operations teams.
What this looks like in practice
Sequoia Financial uses Feathery to connect its onboarding and account-opening process across Salesforce, Box, DocuSign, Charles Schwab, and Fidelity.
Instead of repeatedly collecting and entering the same information, client data can enter once and flow through the back office and into the appropriate account-opening process.
Sequoia has reduced account-opening cycle time for clean, In Good Order submissions by 45%.
“In wealth management, the onboarding experience sets the tone for the entire client relationship. Feathery helped us transform what used to be a heavily manual process into a seamless, scalable digital experience for both advisors and clients.”
~ Ryan Mahoney, Vice President, Business Systems at Sequoia
Read the Sequoia Financial case study →
3. Manage advisor transitions and repapering at scale
Advisor transitions and repapering compress an enormous amount of operational work into a short period of time.
A single transition can involve hundreds of households and accounts across multiple custodians. Incoming data needs to be validated, the right paperwork determined and generated, documents signed, and each account tracked through the process.
Robin can help teams manage that work as an end-to-end workflow.
Before a transition begins, incoming data can be structured and validated to identify missing or inconsistent information. Workflow logic can then determine which paperwork is required for each account, populate the appropriate forms, create signature packages, and move each account through the relevant process.
As the transition progresses, teams can ask Robin questions such as:
“Which account openings are at risk of going NIGO?”
“What's preventing this account from progressing?”
Instead of manually reviewing hundreds of accounts to find problems, operations teams can more quickly identify the exceptions that require attention and understand why.
What this looks like in practice
RFG Advisory uses Feathery to validate transition data upfront, automatically determine and pre-fill required forms, and generate ready-to-send DocuSign envelopes.
RFG has achieved more than 2x faster form generation for repapering transitions.
“We’re able to prepare the workflow in advance instead of scrambling once the transition starts. That changes the entire dynamic of the process.”
~ Ross Thompson, Manager of Advisor Transitions at RFG Advisory
Read the RFG Advisory case study →
4. Put document data to work across connected systems
A significant amount of wealth management data still lives in PDFs, statements, spreadsheets, custodial forms, and other documents.
Extracting information from those documents is useful, but it only solves part of the problem. The information still needs to become part of the process.
With Feathery's document intelligence built into the workflow, data can be extracted and structured, mapped to the appropriate fields, checked for missing or inconsistent information, and then used to populate forms, apply business logic, generate documents, or update connected systems.
For example, information captured from an uploaded document during onboarding can immediately become part of the account-opening workflow instead of being manually reviewed and re-entered later.
And because Feathery integrates with 150+ systems, Robin can work across the technology firms already rely on rather than becoming another standalone destination teams need to manage.
An onboarding workflow might begin with household information in a CRM, collect only what's missing, route the account through the appropriate custodial process, generate documents for e-signature, and sync the resulting information back across connected systems.
The value isn't simply reading a document faster. It's making the information inside it usable throughout the workflow.
Explore Feathery integrations →
5. Extend Robin across servicing and other wealth workflows
Robin isn't limited to onboarding, account opening, or transitions.
The same approach can be used across proposal generation, ongoing servicing, document processing, and other operational workflows.
A servicing request, for example, might require information to be collected, rules applied, documents generated, approvals obtained, and data updated across systems. Robin can help teams turn those requirements into a workflow and adapt it as the business changes.
This can be particularly valuable for consolidators and fast-growing RIAs. Acquisitions can bring different advisors, custodians, technology, data structures, and ways of working.
Firms need consistency without assuming every workflow will always be identical. Robin can help standardize the core process while adapting when a custodian, account type, advisor, client, or business requirement calls for something different.
6. Ask Robin what's happening and where attention is needed
Building and automating the workflow is only part of what Robin can do.
Once work is running through Feathery, teams can talk to Robin about what's happening across it.
An operations leader could ask:
“Which account openings need attention right now?”
Robin can use the context available across the workflow to surface relevant accounts and help explain what's holding them up.
An advisor preparing for a client conversation might ask:
“I'm meeting with this household in ten minutes. What should I know?”
Robin can bring together relevant client context already available across the firm's connected data and workflows instead of requiring the advisor to search through multiple systems.
Robin can also surface potential next-best actions based on the firm's own data, rules, and context. The advisor or operations professional remains responsible for the decision. Robin makes the information needed to make that decision easier to find and act on.
That means Robin can help teams not only do the work, but understand what's happening across it and where their attention matters most.
See Robin at work in wealth management
From onboarding a new household to transitioning an advisor's book of business, Robin gives wealth management teams a different way to build and run operations.
Describe what you need in plain English, and Robin can build the workflow across the data, documents, rules, systems, and actions involved. As work moves forward, ask Robin what's happening, what needs attention, and where to act next.
Explore Robin for wealth management →
