Feathery

Feathery is an AI task generator tool. Robin is Feathery's AI assistant for operational workflows in insurance and wealth management. Describe a process in plain language and it builds a production-ready workflow, extracts data from documents, and lets staff ask what is pending or missing, all under SOC 2 and HIPAA controls with human approval gates.

Robin is the AI assistant layer inside Feathery, a workflow platform aimed at insurance and wealth management operations. Instead of answering questions in a chat window, Robin takes a plain language description of a process and assembles a working workflow on top of Feathery's existing infrastructure. The pitch is aimed at the gap between what an ops team needs and how long an IT project takes to deliver it: a described process can become production-ready in an afternoon rather than a sprint cycle, and it can be revised the same way when requirements shift. In practice the product covers three kinds of work. Building is conversational, with no drag and drop editor required and a desktop shortcut to submit a build request. Running is document-centric: Robin reads PDFs, emails and spreadsheets, extracts structured fields (the site claims 98%+ extraction accuracy) and pre-fills forms or syncs data downstream, with confidence scores and human review where the stakes are high. Interacting is conversational again, this time for the people doing the work. Advisors, underwriters and ops staff can ask what is pending or missing and act on the answer without leaving the workflow. Governance is the part that separates it from general purpose assistants. Robin sits under Feathery's enterprise controls: SOC 2 Type II, HIPAA-compliant infrastructure, role-based permissions, audit logging, staging environments and approval gates before publish. Ops teams draft changes, IT reviews and signs off, and every change keeps a version history and rollback path. The integrations layer (the site cites 150+ certified connectors to custodians, policy systems, AMS platforms, CRMs and document stores) is what lets extraction and routing reach real systems rather than an API guess. The clearest audience is mid to large financial services firms already wrestling with onboarding, submissions, underwriting triage or benefits paperwork. Sequoia Financial, The Baldwin Group and Banner Life are cited with outcomes such as faster account opening and quicker guide creation. Teams outside regulated finance can use Feathery's workflow engine, but the templates, connectors and compliance posture are tuned for that sector, and buyers should treat the vendor's headline numbers as marketing until they test their own documents against them.