The tool leverages integrated data sources and firm-approved templates to deliver consistent personalisation across adviser teams.
Feathery has introduced a new artificial intelligence (AI)-powered generation solution to help wealth management firms deliver highly personalised client proposals at scale. Proposal Generation is the latest addition to Feathery’s broader platform The California-based AI operating and decisioning system noted that the tool will address a long-standing challenge for advisers: producing tailored proposals for every client while maintaining consistency across templates, branding and discl