AI meeting automation

Feathery records client meetings, turns them into structured data and tasks, and syncs them to your CRM, custodian, and other systems, on the same platform that already runs your onboarding and account openings.

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A recorded client meeting turned into a summary and structured fields synced to Salesforce and a spreadsheet

Wealth firms already run their workflows on Feathery

Most notetakers stop at the summary

A summary is a start, but advisors and ops teams still copy details into the CRM, chase missing client data, and rekey the same information into account paperwork. Feathery picks up where the notes end, on the same platform that runs your account openings.

Client documents uploaded to Feathery, extracted with AI, prefilled into account paperwork, and synced to custodians and CRMs

From meeting notes to opened accounts

Feathery's notetaker runs on the same platform as our data gathering and account opening workflows. From any meeting, or several at once, one click launches Robin, Feathery's AI workflow assistant, to prefill the client's account opening, so ops starts from a ready packet instead of a blank form.

Prefill account opening from one meeting or many at once
Robin pulls in client details from across your workspace and CRM
Fewer NIGOs from rekeyed data

See data gathering and account openings →

From client meeting to finished work

Record the meeting

Capture client meetings on Zoom, Microsoft Teams, or Google Meet.

Capture what matters

AI pulls out household details, goals, accounts, and decisions as structured data, and turns action items into tasks assigned to the right owner.

Review in one place

Advisors and ops review the summary and extracted fields before anything is written to another system.

Sync to your systems

Push notes, tasks, and client data to your CRM, custodian, and other systems, including linking meetings to HubSpot companies and deals.

Prefill the next workflow

Start data gathering or account opening with the client's details already filled in.

Every part of the client meeting, covered

Before

A prep brief with household facts, open tasks, missing information, and suggested questions.

During

Client data, decisions, and action items captured as structured fields, not just a transcript.

After

Tasks assigned, CRM updated, and a client follow-up email drafted for advisor review.

A recorded meeting with structured data extracted and sent to HubSpot, Google Sheets, Excel, and a PDF summary

Built for advisors and operations teams

Summaries in your firm's format, with templates for each meeting type
Structured data extraction with review before anything syncs
Action items turned into tasks, mapped to owners
Search meetings and transcripts from Claude
Your firm's name and image on the meeting bot
Meeting recaps sent to Slack

Security shield connected to the systems Feathery integrates with

Built for compliance-sensitive firms

Advisors control what's captured, who sees it, and what syncs.

Automatic PII redaction
Meetings are invite-only by default, with sharing rules for each meeting type
Review and approve before anything syncs to another system
Recording-free meetings for sensitive conversations

Works with the tools your advisors already use

Notetaker data also flows into every Feathery workflow, so it reaches custodians, document stores, and planning tools through your existing integrations.

View all 150+ integrations →

Power every stage of the client journey

Data gathering and account openings

Collect client data, prefill custodial paperwork, and open accounts in good order.

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Advisor transitions and repapering

Be transition-ready on day one, across custodians and your tech stack.

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Proposal generation

Create personalized, branded proposals from client data and firm expertise.

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Frequently asked questions

Software that records client meetings, turns the conversation into structured notes and data, and uses that data to update your CRM and start the next workflow, like data gathering or account opening.

Most notetakers end at the summary. Feathery runs on the same platform as our data gathering, account opening, transitions, and proposal workflows, so meeting details flow into the work that follows without rekeying.

Zoom, Microsoft Teams, and Google Meet today. In-person and phone capture are on the roadmap.

Yes. Feathery syncs notes, tasks, and client data to Salesforce and HubSpot, including linking meetings to HubSpot companies and deals.

Feathery automatically redacts PII, keeps meetings invite-only by default, and applies sharing rules by meeting type. Advisors review extracted data before it's written to other systems, and your firm controls consent and retention policies.

Yes. Advisors and ops can review and edit summaries and extracted fields, then approve before anything syncs.

Yes. Feathery's MCP connector lets your team search meeting transcripts and summaries directly from Claude.

AI meeting automation

Most notetakers stop at the summary

From meeting notes to opened accounts