Feathery

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No-code platform for building forms and workflows for onboarding and data intake

What is Feathery?

Feathery is a no-code platform that allows users to visually build advanced,Pixel-perfect forms, automations, and workflows, primarily aimed at automating onboarding, data intake, and document processes in industries like insurance and wealth management.

What problem does Feathery solve?

Feathery provides a no-code form builder and document automation platform that lets teams design pixel-perfect forms, generate and sign documents, pull structured data from documents with high accuracy, and run collaborative workflows. Built for financial services like insurance and wealth management, it helps non-developers automate onboarding, data intake, proposals, and policy analysis without coding.

How easy is it to learn and use Feathery?

Feathery offers a no-code Digital Form Designer with beautiful visual layouts, drafts and previews, and reusable design systems. It also includes a White Label Editor to embed the builder in your product and ready-made templates to jump-start projects.

What are the pricing plans for Feathery?

Pricing details are on Feathery’s site. You can book a demo and start for free.

Can Feathery be embedded or branded as my own?

Yes. Feathery provides a White Label Editor to integrate Feathery’s editor into your product and a White Label Builder to customize the builder to match your brand.

What AI and document automation features does Feathery offer?

  • AI Document Parsing to pull structured data (98%+ accuracy with Document Intelligence)
  • AI-powered data intake and document autofill & e-sign
  • Notes & Transcripts with AI notetaking
  • Meeting Workflows to send data to workflows

Is Feathery HIPAA compliant and SOC 2 certified?

Yes. Feathery offers a HIPAA-compliant form builder and is SOC 2 Type 2 certified.

What industries and use cases is Feathery built for?

  • Insurance Brokers: automate proposal generation, policy analysis, comparative policy analysis, and employee benefit guide generation
  • Wealth Management: automate client onboarding and account openings, data gathering, and onboarding transitions
  • Additional capabilities include underwriting data intake, enrollment data intake, and related submission workflows

What integrations and API options does Feathery offer?

Feathery provides powerful vertical integrations with hundreds of platforms and bi-directional connections, plus a flexible developer API and an SDK for embedded forms to plug Feathery into your apps.

What performance or efficiency benefits does Feathery offer?

  • About 60% reduced time-to-quote
  • About 80% faster account openings/transitions
  • 1000s of hours saved from operational improvements
Last updated
3.18.2026
Date listed
12.4.2025