Describe it.
Robin does the rest.
Robin is Feathery's AI assistant for operational workflows. Describe workflows in natural language and Robin helps build, run, and move work forward.
Or start your workflow from a template
Why Feathery
Most AI tools answer questions. Feathery moves work forward.
Robin is possible because of what Feathery already is — a workflow platform built specifically for the operational complexity of insurance and wealth management.
Purpose-built for complex operational workflows
Not a generic AI layer bolted onto your stack. Feathery is designed for multi-step processes that span systems, documents, teams, and regulated data — the workflows that actually run your business.
150+ integrations, already built and certified
Custodians, policy management systems, AMS platforms, CRMs, document stores — connected, tested, and certified for regulated environments. Robin doesn't hallucinate against API docs. It runs on proven infrastructure. See integrations →
Intelligent document processing at the core
98%+ accuracy on data extraction from PDFs, emails, spreadsheets, and meeting notes. Confidence scores, human-in-the-loop review, and structured output — not raw text piped into a chat window.
Enterprise controls from day one
SOC 2 Type II, HIPAA-compliant infrastructure, role-based permissions, audit logging, staging environments, and human review gates. Built for compliance teams, not just product teams.
What Robin enables
A new way to build and interact with operational workflows.
Robin sits on top of Feathery's platform and changes how your team interacts with it — turning complex operational processes into something anyone can describe, adapt, and act on.
From months-long IT project to an afternoon deploy.
Describe the workflow in plain language. Robin interprets requirements, applies your business rules, and assembles a production-ready workflow in minutes — not sprints.
- Natural language workflow creation — no drag-and-drop required
- Adapts workflows as requirements change, without IT tickets
- Production-ready from day one, not a prototype to be rebuilt
Workflows that don't just run — they respond.
End users — advisors, underwriters, ops teams — can ask Robin what's pending, what's missing, and what to do next. Robin surfaces context, recommends actions, and moves work forward conversationally.
- Conversational status, next steps, and workflow navigation
- Surfaces product recommendations and next best actions
- Take action directly within workflows — no system switching
Your workflows read, extract, and act on documents.
Robin doesn't just route work — it understands it. It reads PDFs, emails, and spreadsheets, extracts structured data at 98%+ accuracy, identifies what's missing, and keeps every system in sync.
- Read loss runs, ACORD submissions, statements, and emails
- Extract structured data with confidence scores and human review
- Pre-fill forms, generate documents, sync to downstream systems
Your ops team becomes the builder.
Workflow changes no longer wait in an IT queue. Ops describes what they need, Robin builds it. IT reviews and approves before anything goes live — control without the bottleneck.
- Ops makes changes in plain language — no code required
- IT review gates before every publish to production
- Full audit trail, rollback, and version history on every change
Customer results
Real outcomes from real teams.
Not demos. Production.
“In wealth management, the onboarding experience sets the tone for the entire client relationship. Feathery helped us transform what used to be a heavily manual process into a seamless, scalable digital experience for both advisors and clients.”Read more
FAQ
Common questions about Robin.
Robin is Feathery’s AI assistant for operational workflows. Unlike traditional AI assistants that primarily answer questions, Robin is designed to build, adapt, interact with, and help move workflows forward across systems, documents, and operational processes.
No. Operational teams can describe workflows in natural language, and Robin helps generate and adapt workflows without requiring code or extensive IT involvement. Organizations can also incorporate review and approval processes before workflows are published to production.
Most AI assistants help users retrieve information, summarize content, or complete isolated tasks. Robin operates directly within workflows — understanding context, coordinating work across systems, surfacing operational intelligence, and helping teams progress work through connected business processes.
No. Robin is part of the Feathery platform. Robin changes how teams interact with Feathery’s workflow infrastructure, integrations, document intelligence, and enterprise controls. Think of Robin as the interface, AI-defined workflows as the interaction model, and Feathery as the underlying engine.
Robin supports operational workflows across insurance and wealth management, including:
Yes. Robin is built on Feathery’s enterprise-grade infrastructure, including:
- SOC 2 Type II certification
- Role-based permissions
- Audit logging
- Human review workflows & approval gates
- HIPAA-compliant infrastructure
Get started
Describe your first workflow.
See what Robin does.
Book a demo to see Robin in action across financial services — or jump straight in.