Automate client onboarding & account openings for RIAs and broker-dealers.
Generate more quotes and clean data with less operational overhead.
Automate proposal generation and policy analysis workflows
New funding will accelerate product innovation, deepen AI capabilities, and expand support for insurance and wealth management firms.
Robin enables financial institutions to turn business requirements into operational workflows through conversation.
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.
With direct integration to Schwab’s onboarding APIs, Feathery streamlines account opening, reducing manual work and speeding onboarding.
Advisor recruiting gets the spotlight, but onboarding determines outcomes. Why the transition experience matters more than the signature.
Bringing nearly three decades of experience across broker-dealers, RIAs, and wealth technology to help firms modernize operational infrastructure.
Watch our webinar with former Kovack President Chris Mills to explore what really happens after the deal closes and how leading firms prepare their ops teams to scale without chaos.
Feathery’s expanded Schwab API integration enables advisors to open Schwab accounts directly within Feathery, eliminating manual workflows and accelerating time to revenue.
Modernize insurance submission intake with AI. Ingest broker submissions, extract key fields, and drive faster underwriting decisions.
Automate insurance quote and policy comparisons with Feathery to save time, reduce errors, and deliver faster, more accurate client proposals.
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