[AI Series] Transforming Client Onboarding With AI With Peter Dun

Peter Dun is the Co-Founder and CEO of Feathery, a company specializing in developing form-building solutions for developers and product teams. At Feathery, he leverages cutting-edge AI and no-code technologies to provide wealth managers with flexible and personalized onboarding tools that seamlessly integrate with their tech stack. With a background that includes degrees in artificial intelligence from Stanford University and previous roles such as Growth Lead at Robinhood, Peter has been instrumental in driving innovation in form automation and client onboarding processes.

In this episode…

As financial institutions seek to enhance their client onboarding processes, the integration of a flexible and customizable tool presents a compelling opportunity. Streamlining the customer experience without sacrificing unique branding and established workflows is essential for maintaining competitive advantage. Leveraging artificial intelligence, how can organizations innovate their account opening procedures, transforming them into a more efficient and personalized journey for customers?

Artificial intelligence expert, Peter Dun, uncovers how his no-code, low-code platform equips wealth managers with the agility and control needed to design a client onboarding experience from scratch or customize existing workflows. Drawing from his background in AI, he discusses how this platform streamlines account opening processes and intelligently processes documents, adding a new layer of efficiency for financial advisors. Peter brings insights into the power of no-code tools and the thoughtful application of AI in specific business contexts, providing a glimpse into the future of customer-focused platforms.

In this episode of The Customer Wins, Richard Walker interviews Peter Dun, Co-Founder and CEO of Feathery, about enhancing client onboarding through innovative technology. Peter discusses how Feathery automates wealth manager client onboarding, its unique flexibility in account opening solutions, the no-code versus low-code platforms, and Feathery's capabilities in document intelligence and AI utilization.