Feathery
No-code platform for building forms and workflows for onboarding and data intake
What is Feathery?
Try FeatheryFeathery is a no-code platform for building pixel-perfect forms and agentic workflows that automate client onboarding and risk assessment for financial services teams. It supports AI-powered document AI to enrich and connect data, along with document autofill and e-sign for smoother submission intake. Feathery is designed for fast, flexible workflows that can collaborate across your team and fit into your product experience.
What does Feathery help you automate?
Feathery automates client onboarding and risk assessment by letting you build forms and end-to-end workflows that accept and analyze submissions in many formats. You can use Document AI to extract structured data, enrich it, and then drive the next steps with flexible workflows such as approvals, PDF/document generation, and e-signature collection.
Is Feathery truly no-code for building visual forms?
Yes. Feathery includes an intuitive visual editor where you can build any visual layout you could otherwise write with code, without needing to code. It also offers structured design systems so you can reuse styles and components across forms.
How does Feathery handle document intake and data extraction?
Feathery supports AI-powered submission intake and analysis and can accept submissions in many formats, including direct broker submissions, emails, policies, and loss runs. It then helps with document autofill and e-sign, so extracted and connected data can be used to complete downstream steps.
Can I connect Feathery to other platforms and workflows?
Yes. Feathery offers powerful vertical integrations with hundreds of industry-specific platforms and supports bi-directional connections. It also provides a flexible developer API and SDK for embedded forms, so you can integrate deeply with your existing apps and logic.
What workflow and collaboration options are available?
Feathery supports powerful logic such as conditional flow navigation, validation rules, and complex field calculations. You can also collaborate on forms, build approval flows, generate PDFs and other documents, and collect e-signatures as part of your workflows.
Is Feathery compliant for handling sensitive information?
Feathery provides a HIPAA-compliant form builder for intake of PHI. It is also SOC 2 Type 2 certified, and the SOC 2 report is available by contacting support@feathery.io.