Feathery has launched an AI-powered proposal generation solution designed to help wealth management firms create personalized client proposals at scale. The new capability brings together client data, financial planning documents, advisor expertise and firm-approved templates within a single AI workspace.
Feathery said the platform can draw information from systems including Salesforce, eMoney, Vanilla, Holistiplan, Addepar and Morningstar.
Its AI assistant, Robin, uses those inputs to draft proposals tailored to each client’s financial circumstances, goals and priorities while maintaining firm-approved templates, branding and disclosures.
Advisor teams can collaborate on proposals and interact with Robin using natural language to request changes, with those updates reflected directly in the document.
Feathery is positioning Proposal Generation as a way for wealth management firms to reduce the operational burden associated with producing highly customized proposals.
Creating personalized materials can traditionally require significant coordination among advisors, planning specialists and other internal teams. Feathery aims to automate portions of that process while preserving the firm’s existing expertise and presentation standards.
The company believes the technology can help wealth firms address the tradeoff between speed and personalization by reducing manual preparation and coordination for each prospective or existing client.
The launch also reflects Feathery’s broader focus on helping financial services firms automate workflows while continuing to use their existing technology infrastructure.
Feathery’s platform is designed to support processes across the client and policy lifecycle.
Within wealth management, the company has previously applied its technology to workflows including advisor onboarding, account opening, advisor transitions and repapering.
Feathery describes itself as an AI operating and decisioning system purpose-built for financial services enterprises.
Insurance and wealth management companies use the platform for data collection, document processing, onboarding and other operational workflows.
KEY QUOTE:
“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.”
Peter Dun, Co-Founder and CEO of Feathery
