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Feathery

Feathery

Feathery is a platform for building and managing end-to-end digital workflows that automate client onboarding and risk assessment in regulated industries such as insurance and wealth management.

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Feathery is a no-code platform for building end-to-end digital experiences that automate complex client onboarding, risk assessment, and compliance workflows. It is designed to help organizations in regulated industries replace manual, fragmented processes with secure, data-driven flows that integrate directly into their existing systems. Teams can design and deploy production-grade experiences without relying heavily on engineering resources, while still maintaining enterprise-level control and reliability.

Key capabilities include a flexible form and workflow builder, dynamic branching logic, and conditional routing to support diverse client journeys and risk profiles. Feathery supports advanced data validation, document upload and verification, e-signatures, and identity checks, enabling organizations to centralize KYC, KYB, and suitability assessments. The platform integrates with core systems, CRMs, and internal APIs, ensuring that collected data flows automatically into downstream processes and analytics. Role-based access control, audit trails, and configurable approval steps help organizations meet regulatory and operational requirements.

Tags

no code client onboarding platformdigital onboarding workflowsautomated KYC KYB workflowsfinancial services compliance teamsno-code workflow automation

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