How a Multi-Billion Dollar Retirement Fund Streamlined Research and Ops with StackAI

How a Multi-Billion Dollar Retirement Fund Scaled Customer Support and Internal Ops with StackAI

Overview

A multi-billion dollar private retirement fund needed smarter, more scalable ways to support customers and streamline internal operations. Faced with rising demand across business functions, from client inquiries to legal contract analysis, the fund turned to StackAI to build a suite of secure, no-code AI agents.

Today, the fund uses StackAI to power public-facing chat on its website, automate legal review, enhance internal HR and developer support, and more. The result? Thousands of hours saved, higher-quality customer experiences, and a stronger operational foundation for scaling its mission to increase access to a dignified retirement.

The Challenge: Customer Support and Internal Teams Stretched Thin

As the fund grew, both public-facing and internal teams struggled with manual, repetitive processes. Customers needed quick answers about retirement plans, documentation, and timelines, but live agents were overwhelmed.

Internally, developers, HR, and legal teams faced rising workloads: fielding employee questions, navigating complex documentation, and analyzing lengthy contracts.

They needed a flexible, secure AI solution that could scale across departments, minimize engineering lift, and deliver results fast.

The Solution: Enterprise AI Agents, Built Fast and Deployed Securely

The fund partnered with StackAI, starting with a quick demo to leadership. What began as a pilot quickly expanded into full deployment across multiple teams and use cases.

A Public-Facing AI Assistant for Customer Support

One of the most visible success stories is an AI assistant now embedded on the fund’s public website. Built in StackAI and powered by a HIPAA-compliant Azure LLM, this chat assistant helps customers get instant answers about retirement planning, account access, and fund details.

The agent searches across three knowledge bases (PDFs, a Confluence FAQ, and the fund’s partner website) returning clear, helpful answers in real-time. It’s fully branded, runs only on the approved domain, and processes hundreds of requests weekly that would otherwise fall to human agents. The team has full visibility into usage, popular queries, and performance.

Legal Contract Review with Term Comparison

To ease pressure on the legal team, the fund built a contract review agent using GPT-4.1. This agent compares incoming contracts to a gold-standard template, extracting many critical terms and identifying deviations.

Lawyers interact with a simple form interface and receive structured output in a clean, Excel-exportable format. This agent has become a reliable tool for rapid, repeatable, and consistent legal review—replacing hours of manual line-by-line comparison.

Agent Evaluation and Sales Training

To support AI development and staff learning, the fund even created an internal agent evaluator. This tool runs queries through multiple LLMs to compare quality, helping them tune their AI stack. Sales teams also use StackAI-built agents for onboarding and knowledge reinforcement, supporting specialized loan programs.

HR and IT Knowledge Assistants

Internally, teams created AI agents to help employees navigate tax records, HR policies, and technical documentation. Built on StackAI’s Retrieval-Augmented Generation (RAG) framework and integrated with the fund’s Confluence docs, these assistants make it easy for employees to find the right info fast.

Compliance and Sales Call Auditing

Another innovative agent helps audit sales and service calls. The system transcribes audio using Deepgram, then processes transcripts with an LLM to determine whether reps followed compliance protocols, checking for greetings, promises, resolutions, and more.

This batch-processing tool can run across hundreds of calls and outputs a JSON report for each interaction. Though still early in testing, the agent promises major time savings in quality assurance.

AI-Powered Investment Memo Writer

The fund also built an agent to generate quarterly investment memos. Previously, analysts spent up to four hours creating each memo. With StackAI, they simply upload research documents, and the agent, powered by Google Gemini 2.0 Flash, returns a structured, professional-grade memo in under a minute. The initial version took just 30 minutes to build and has saved over 10,000 hours to date.

Enterprise-Grade Security and PII Safeguards

Given the sensitivity of retirement and financial data, every agent built with StackAI complies with strict enterprise security protocols. StackAI supports HIPAA, SOC 2 Type II, and GDPR requirements, ensuring that all agents handle personally identifiable information (PII) safely and securely. From encrypted data handling to access controls and audit logs, the platform is purpose-built for regulated industries where privacy and compliance are non-negotiable.

AI Agents in Weeks: What’s Next?

StackAI helped the fund deploy its flagship website assistant in just a few days, and build out many internal agents for legal, HR, IT, and sales. The results: thousands of hours saved, lower costs, and higher performance across the board.

With growing demand for efficiency and compliance, the fund continues to expand its AI footprint across departments. StackAI remains a core enabler, giving business teams the power to launch secure, scalable AI agents without waiting on engineering queues.

From retirement planning to regulatory oversight, this fund is proving that AI can be both enterprise-ready and easy to use. StackAI is proud to power their journey.