详细内容
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AI-Powered Data Intake for Financial Services
End-to-end digital experiences to automate
client onboarding & risk assessment
Book a demo Get started for free
No-Code Builder Document AI Enrich & Connect Data Submission Queue Document Autofill & E-Sign
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Feathery Demo
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6 min⚡️7 min 21 sec5 min 53 sec4 min 54 sec3 min 55 sec3 min 27 sec2 min 56 sec2 min 21 sec
Introduction
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1.2×
6 min⚡️7 min 21 sec5 min 53 sec4 min 54 sec3 min 55 sec3 min 27 sec2 min 56 sec2 min 21 sec
Introduction
Over 10 million + submissions served
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Built for insurance & wealth
Insurance
Wealth Management
Insurance
AI-powered submission intake & analysis
Automated comparative policy analysis & guide generation
21%
reduced time-to-quote
1000+
hours saved from operational improvements
Underwriting Data Intake Comparative Policy Analysis Quoting Workflows
Accept & analyze quote submissions in any format, including direct broker submissions, emails, policies, loss runs, and more.
Feathery analyzes multiple policy documents and AMS records (e.g. Epic) to generate comparison reports for customers.
Collect & process prospect data and auto-fill any insurance document or web portal.
Wealth Management
New account openings & transitions
Data gathering & AI-powered document scans
80%
faster account opening and transitions
1000s
of hours saved from operational efficiency improvements
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“Feathery transformed our client onboarding and document intake process. It's been a complete game-changer for our team and across the entire firm.”
Jeff Pitt
Chief Experience Officer
Powerful vertical integrations
Bi-directional connections with hundreds of
industry-specific platforms
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Start with one of our beautiful templates
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\Enterprise-grade features
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Beautiful visual layouts
Our intuitive editor lets you build any visual layout that you could write with code.
Powerful logic
Conditional flow navigation, custom API connections, validation rules, and complex field calculations.
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Flexible workflows
Collaborate on forms, build approval flows, generate PDFs & other documents, and collect e-signatures
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Structured design systems
Set up reusable styles, components, and more. Seamlessly fit your form with your app.
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HIPAA compliant form builder
Intake PHI through the HIPAA compliant form builder.
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Flexible developer API
A powerful developer SDK for maximum access and control over embedded forms.
Beautiful visual layouts
Our intuitive editor lets you build any visual layout that you could write with code.
Powerful form logic
Conditional flow navigation, custom validation rules, and powerful field calculations
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Fully customizable fields
Configure granular field behavior, validation rules, and most CSS properties.
Create a design system
Set up reusable styles, components, and more. Seamlessly fit your form with your app.
Drafts and previews
Experiment with different form setups without needing to publish.
Flexible developer API
A powerful developer SDK for maximum access and control over embedded forms.
SOC 2 Type 2 Certified
Feathery is built from the ground up with security in mind. We’ve gone through the rigorous process to be SOC 2 certified. Our report is available by contacting support@feathery.io
HIPAA Compliant
Collect sensitive healthcare data with a secure and HIPAA compliant form builder. Have questions about compliance with Feathery? Email us at support@feathery.io
Start building today
Book a demo Get started for free
We're transforming the way data is collected and activated across the web.
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