Typeform ◆
Build beautifully branded, conversational forms and surveys that get more data, more easily—no coding required.
Feathery.io is a no-code platform designed to automate complex data intake, form building, and document workflows for financial services, including insurance and wealth management. It solves the problem of slow, manual client onboarding, underwriting, and proposal generation by providing a drag-and-drop form builder, AI-powered document processing, and deep integrations with industry-specific tools.
Feathery lets you build multi-step forms with conditional logic, file uploads, and embedded signatures without code. Its AI features (Document Intelligence, Document Templates, AI Notetaker) extract and structure data from PDFs, emails, spreadsheets, and even video meetings, then auto-fill documents or web portals. The platform also includes analytics, A/B testing, and over 100 standard integrations plus 50 premium integrations with CRMs, AMS, custodians, and more.
It's built for financial services teams—insurance carriers, wealth management firms, and brokers—who need to streamline client onboarding, submission intake, comparative policy analysis, and account transitions. It's also useful for product managers and marketing teams outside finance who want custom forms without engineering. It is not ideal for simple contact forms or basic surveys; those are overkill for Feathery's capabilities.
Insurance teams use Feathery to accept quote submissions in any format, analyze policies, and generate comparison guides—reducing time-to-quote by 60%. Wealth management firms automate new account openings and data gathering, achieving 80% faster transitions. Marketing teams capture leads with conditional forms that integrate directly with HubSpot and Slack.
Feathery.io pricing: Free · from $29/mo. Billing model: Freemium.
$0/month. Includes 500 monthly submissions, 5 live forms, 10 MB file uploads, and all core form builder features (unlimited forms in draft mode). No credit card required.
Custom pricing (typically starts around $29/month). Includes all Free features plus unlimited submissions, live forms, file uploads, conditional logic, custom CSS/HTML, custom subdomain, A/B testing, API connectors, role-based access controls, and premium integrations.
For enterprises needing dedicated support, SSO, audit logs, white-label editor, workspaces, and custom integrations. Contact sales for pricing.
All plans include a 14-day free trial on paid tiers. No credit card needed to start.
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