private-fund

How a Private Fund Automates 5,000+ Inquiries and Saves 2,000+ Hours With StackAI

A multi-billion dollar private retirement fund streamlined customer service, legal, and internal operations with StackAI, automating thousands of workflows monthly and saving thousands of staff hours every quarter.

A multi-billion dollar private retirement fund streamlined customer service, legal, and internal operations with StackAI, automating thousands of workflows monthly and saving thousands of staff hours every quarter.

Client

Private Fund

Challenge

Manual processes slowed customer support, legal reviews, and internal operations, leaving staff overwhelmed, response times long, and consistency at risk.

Solution

StackAI deployed secure, no-code AI agents across customer support, legal, HR, and IT, automating thousands of tasks monthly, cutting delays, and boosting service quality.

Overview

A multi-billion dollar private retirement fund faced mounting pressure to scale customer support and streamline internal operations. From handling thousands of client inquiries to navigating complex legal and regulatory processes, manual workflows were slowing the organization down. By partnering with StackAI, the fund quickly deployed secure, no-code AI agents across customer support, legal, HR, and IT. Today, these agents automate thousands of interactions every month, saving staff time, improving accuracy, and giving customers faster, higher-quality service.

5,000+ customer inquiries automated per month, cutting response times from days to seconds.
400+ legal hours saved quarterly with automated contract term extraction and comparison.
2,000+ internal support requests offloaded monthly across HR, IT, and developer teams.

Customer Support at Scale

The Problem: Overwhelmed Service Teams

Customers needed fast answers about retirement plans, account access, and fund details. But human agents were swamped, leading to long response times and inconsistent answers.

The Solution: Public-Facing AI Assistant

The fund deployed a StackAI-powered chatbot on its website. It searches across PDFs, FAQs, and partner sites to return compliant, branded answers instantly. It now handles thousands of inquiries each month, freeing human agents for complex cases.

Contract Review and Legal Ops

The Problem: Slow, Manual Contract Analysis

Lawyers were spending hours comparing contracts against gold-standard templates, checking terms line by line, and struggling to keep pace with increasing volume.

The Solution: Automated Legal Review Agent

Using StackAI and GPT-4.1, the legal team now runs contracts through an agent that extracts key terms, flags deviations, and outputs structured Excel-ready reports. Reviews that once took hours now take minutes, with consistent and repeatable results.

Regulatory Oversight and Risk Management

The Problem: Manual Monitoring of Regulatory Impact

Compliance teams had to manually track changing regulations and review website content for affected policies, slowing response times and introducing risk.

The Solution: Regulatory Review Agent

The fund built an agent to continuously scan regulatory updates and map them against public-facing content. Risk managers now get early alerts on potential compliance issues, reducing exposure and accelerating remediation.

“Customer questions were piling up, legal reviews were dragging on, and internal teams were stuck answering the same repetitive requests. The fund knew it couldn’t keep scaling by just adding more people. Manual work was eating into thousands of hours a month. But once they deployed StackAI agents, the difference was immediate. Questions were answered in seconds, contracts were categorized automatically, and whole workflows that used to take days started moving in minutes.”

Jonathan Kleiman
Enterprise AI

Internal HR, IT, and Training Support

The Problem: Rising Internal Workloads

HR teams fielded repetitive employee questions, IT handled constant support tickets, and developers struggled with scattered documentation. These tasks consumed thousands of hours monthly.

The Solution: Internal Support and Training Agents

StackAI-powered agents now handle routine HR inquiries, IT troubleshooting, and developer Q&A. The fund also created an internal “agent evaluator” to test LLM performance and support ongoing staff learning.

What's Next?

This retirement fund proves that AI agents are not just experimental—they're practical, scalable tools that deliver measurable results in highly regulated industries. With StackAI, the fund has automated thousands of hours of work each month, reduced legal and compliance risk, and significantly improved the customer experience. By building agents in days instead of months, the fund continues to expand its AI footprint across every major business function. The result: a stronger, more resilient operation that can scale to meet growing demand without sacrificing security or compliance.

Customers