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
|
5 mins
|
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
|
5 mins
|
August 28, 2026

Blog Posts

Latest Posts

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Product
ALL
Zack Khan
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7 min
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September 22, 2024

Custodial Account Transition [Avoid These 5 Common Mistakes]

Explore the key types of custodial account transitions and learn how to avoid common mistakes to ensure a smooth and efficient process.

Product
ALL
Zack Khan
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6 min
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September 17, 2024

Custodial Account vs. 529 Plan: Choosing the Best Account for Your Clients

Understand the differences between custodial accounts and 529 plans to guide your clients in choosing the best option for their children's financial future.

Product
ALL
Zack Khan
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8 min
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September 2, 2024

The Future of Corporate Loan Origination Systems: A Composable Stack

Discover how a composable tech stack is shaping the future of corporate loan origination, offering lenders the flexibility and tools to adapt quickly to complex business needs.

Product
ALL
Zack Khan
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6 min
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August 17, 2024

Maximizing Lending Operations with a Salesforce Loan Origination System

Find out how a Salesforce Loan Origination System can help you enhance your lending processes, reduce manual tasks, and improve decision-making.

Product
ALL
Zack Khan
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11 min
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August 14, 2024

The Ultimate Guide to Optimizing Your Loan Origination System Workflow

Learn how to streamline loan origination system workflows using practical tools and real-world examples. This guide includes a case study to illustrate effective strategies.

Product
ALL
Zack Khan
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7 mins
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August 5, 2024

Underwriting Automation: How To Solve Unstructured Data Challenges

Underwriting is the backbone of the insurance industry. Yet, underwriters often find themselves bogged down by the sheer volume of unstructured data they need to process.

Product
ALL
Zack Khan
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9 mins
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July 30, 2024

How To Simplify Claims Processing Automation with AI

Feathery streamlines claims processing by improving document handling, reducing manual tasks, and providing accurate results. Our platform helps insurers manage claims more efficiently and keep customers updated with real-time status.

Product
ALL
Zack Khan
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6 mins
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July 21, 2024

Streamlining Insurance Operations With Intelligent Document Processing

Discover how advanced AI is transforming the insurance industry with intelligent document processing. Enhance accuracy, streamline workflows, and ensure compliance with tailored AI-driven solutions

Product
ALL
Zack Khan
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8 mins
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July 4, 2024

The Definitive Guide to SharePoint Forms

Discover how integrating your form builder with SharePoint Forms can transform your business operations. Learn the benefits of enhanced data management, improved collaboration, and increased efficiency in our detailed guide.

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The AI operating and decisioning system for financial services teams.