← Feathery
Feathery role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI workflow automation for banks and wealth firms, covering things like client onboarding, risk checks and proposals.
Who you'd be calling
COOs, Heads of Operations, Digital/Innovation leads and Technology leaders at banks, wealth management firms and insurers
Your opener
“Hi [Name], this is [You] from Feathery. We help financial firms cut down the manual work in things like client onboarding. Is that something your team deals with, or am I catching you at a bad time?”
Problems you solve for them
- Client onboarding takes too long and involves lots of manual paperwork
- Staff waste time re-keying data between disconnected systems
- Compliance and risk checks are slow and easy to get wrong
Discovery questions to ask
- How does a new client get onboarded today, and how many steps and systems are involved?
- Where does your operations team spend the most manual time?
- How do you handle compliance and data checks in those workflows?
Objections they'll throw at you
“I'm busy right now.”
→ I understand, I'll be brief. Is client onboarding speed a priority this year? If so, could we find 15 minutes next week?
“Not interested.”
→ Fair. Is it that your processes are running smoothly, or that automation isn't on the roadmap right now?
“We already use something for that.”
→ Good to know. What does it handle well, and where do your people still do things by hand?
“Just send me an email.”
→ Of course. Which process matters most to you, onboarding or reporting? I'll send something specific and follow up early next week.
Interview tips for this company
- Finance buyers care about security and compliance. Practice saying you'll bring in a specialist rather than guessing on those questions.
- Read the company's site and note the customers and workflows it names. Mention only what is publicly stated.
Written from public information about Feathery to help you practice. Ask an insider what their role play looked like; it's the best prep there is.