AI-powered recordings, real-time data extraction, and smart summaries integrated into your tools.
Automatically capture Zoom, Teams, Google Meet, WebEx, phone calls, and more.
Secure and compliant storage.
AI identifies and extracts structured data like names, background, dates, decisions, and action items.
Autofill into CRMs, business systems, digital workflows, or custom PDF forms.
Auto-generated meeting notes tailored to your needs: high-level summaries, action points, decisions, or detailed transcripts.
Format your data into various outputs, including PDF, Word, and spreadsheet templates.
Over 150 native integrations with Salesforce, custodians, agency management systems, policy management systems, KYC tools, and more.
Integrate into custom or internal APIs and webhooks.
Built for Structured Workflows: 98%+ accuracy of extracted datapoints with associated confidence scores. Format and validate with rule-based logic as desired.
Enterprise-Grade Security: Keep sensitive data secure and only visible to the right people.
Comprehensive Integration Support: Connect your client data across your entire stack with proper review and approval workflows.
Brokers manually collect and input data from clients in a tedious and error-prone process. Feathery automates the manual work while allowing your brokers to focus on selling.
Feathery AI hooks into voice recordings to automatically translate your broker conversations into the structured data required for underwriting. Automatically generate carrier documents as well and route them for approval.
“Feathery transformed our client onboarding and document intake process. It's been a complete game-changer for our team and across the entire firm.”