Feathery has announced the launch of its new AI-Powered Proposal Generation solution for wealth management firms. The solution brings together client data, planning documents, advisor expertise, and firm-approved templates in a single AI workspace, drawing information from systems such as Salesforce, eMoney, Vanilla, Holistiplan, Addepar, and Morningstar.
Feathery launches AI-powered proposal generation for wealth management.
Integrates with Salesforce, eMoney, Addepar, Morningstar, and more.
AI assistant Robin drafts proposals tailored to each client's financial picture.
Teams collaborate and chat with Robin in natural language for changes.
Reduces manual preparation while maintaining firm branding and disclosures.
Designed for wealth management firms to deliver personalization at scale.
Wealth firms know how to deliver personalization that's unique to each client's financial situation, but doing so takes time and requires significant collaboration across different groups in an organization. Feathery helps firms bring together their collective expertise and remove operational complexity so they can deliver more personalized experiences while reducing manual work. Proposal Generation makes highly personalized proposals practical at scale by drawing information from systems such as Salesforce, eMoney, Vanilla, Holistiplan, Addepar, Morningstar, and more.
Feathery's AI assistant, Robin, uses client data, planning documents, advisor expertise, and firm-approved templates to draft a proposal tailored to each client's financial picture, goals, and priorities while maintaining the firm's templates, branding, and disclosures. Teams can then collaborate on the proposal and chat with Robin in natural language to make changes, with updates reflected directly in the document. With Proposal Generation, Feathery helps firms overcome the traditional tradeoff between speed and personalization.
"Wealth firms know how to deliver personalization that's unique to each client's financial situation but doing so takes time and requires significant collaboration across different groups in an organization," said Peter Dun, co-founder and CEO of Feathery. "Feathery helps firms bring together their collective expertise and remove operational complexity so they can deliver more personalized experiences while reducing manual work."
About Feathery
Feathery is an AI operating and decisioning system purpose-built for financial services enterprises. Insurance and wealth management firms use Feathery to automate data collection, document processing, onboarding experiences, and operational workflows while integrating seamlessly with existing systems.
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