Feathery: Interview With Co-Founder And CEO Peter Dun About AI-Powered Wealth Management And Client Onboarding
· pulse2.com · popularity 19/100 · 0 similar stories today · Entrepreneurship & Startups (Business & Finance)
Read the original at pulse2.com →
Summary
Feathery is an AI-powered financial services technology company that automates client onboarding, account opening, advisor transitions, and other operational workflows for more than 300 wealth management and insurance firms, having raised $30 million in total funding. Pulse 2.0 interviewed Feathery Co-Founder and CEO Peter Dun to learn more about the company's origins, AI-powered workflow automation, integrations with financial services platforms, customer success stories, funding, and plans to transform how financial institutions manage client relationships. The post Feathery: Interview With Co-Founder And CEO Peter Dun About AI-Powered Wealth Management And Client Onboarding appeared first on Pulse 2.0 .
Found in: Pulse 2.0. Rating basis: single outlet; outlet tier 2 (unlisted); 1 feeds; feed position 7.