Feathery has launched Robin, an artificial intelligence operations assistant designed to enable insurers, wealth managers and banks to build and modify operational workflows using natural-language instructions.
The San Francisco-based financial services technology company said Robin converts business requirements expressed in plain English into structured workflows, while also using information from connected systems to surface insights and support operational decisions.
Building workflows through conversation
Robin allows users to describe the process they want to create, after which the AI assistant translates those requirements into a workflow using Feathery’s pre-tested building blocks.
Teams can review and modify the resulting workflows through Feathery’s visual builder and subsequently make changes conversationally as their business requirements evolve.
Once deployed, Robin can draw on data, documents and contextual information across connected systems to answer questions, identify areas requiring attention, highlight opportunities and recommend next-best actions.
Within insurance, Feathery said potential applications include submission intake, proposal generation, policy comparisons and renewals. Wealth management applications include client onboarding, account opening and advisor transitions.
Giving business teams greater control
Peter Dun, CEO of Feathery, said the technology is intended to reduce financial institutions’ reliance on vendors and IT teams when modifying operational processes.
“Robin is a real paradigm shift that puts power back into the hands of financial institutions. For too long, firms have had to adapt how they operate to the software they use, relying on vendors or IT teams to make every change. Robin changes that relationship by giving the people closest to the business more direct control over how their technology works.”
Rather than operating as a standalone AI assistant, Robin works within Feathery’s existing workflow infrastructure. This includes its integrations, document intelligence capabilities, user interface designer, workflow logic and enterprise controls.
The company said this approach allows organisations to use natural-language interaction for complex workflows while retaining the controls and structure required for enterprise operations.
Feathery targets shorter implementation timelines
Feathery said Robin is already being used by clients to shorten the time required to develop and deploy new processes.
Zack Khan, co-founder of Feathery, said:
“Robin is already collapsing build timelines for our clients. One RIA launched an entirely new onboarding experience in a week connected to their systems: work that takes months with a traditional vendor-built approach.”
The launch expands Feathery’s use of AI across financial services operations, with its platform designed to automate workflows spanning data, documents, decisions and actions for insurers, wealth managers and banks.
