Feathery says Robin empowers financial institutions to spend less time waiting on software changes and more time building with software.
To date, software has been built around a simple assumption: users should adapt the way they work to fit the capabilities of the software.
Wealthtech provider Feathery says it wants to reverse that relationship. According to a recent press release, the company has launched Robin, an AI operations assistant built for financial services. Robin lets teams describe what they want to accomplish in plain English. It then turns that request into a structured workflow.
The system uses Feathery’s pre-tested building blocks: Teams can review the workflow in a visual builder. They can also change it through conversation as their needs evolve, thereby changing how financial firms build internal operations.
Consider a wealth manager launching a new client onboarding process. Traditionally, the project might require business teams, software vendors and IT staff. Changes can take weeks or months, but Robin is designed to shorten that cycle, according to Feathery.
Zack Khan, co-founder of Feathery, says one registered investment adviser launched a new onboarding experience in one week. The workflow connected to the firm’s existing systems.
Robin is not just a chatbot. It operates inside Feathery’s workflow infrastructure, which includes integrations, document intelligence, workflow logic and enterprise controls. Robin, according to descriptions, is designed to answer questions, much like a general AI assistant, as well as to execute a process inside a financial institution.
Once a workflow is running, Robin can work with data, documents and context from connected systems. It can answer questions and identify items that need attention, as well as recommend next-best actions.
Peter Dun, Feathery’s CEO, says the goal is to put more control in the hands of the people who understand the business.
The use cases extend beyond wealth management. Insurance firms can use Robin for submissions, proposals and renewals, while banks can use it for complex operational processes.
