AI-Powered Automation for Financial Services

Transform Citi with Agentic AI

Transform Citi with Agentic AI

StackAI helps financial services leaders automate compliance checks, accelerate document processing, and streamline back-office operations—saving thousands of hours per month while maintaining the governance, auditability, and security that regulated institutions demand.

Trusted by

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Secure AI Agents for Citi's Global Operations

StackAI helps global banking leaders automate compliance checks, document processing, and back-office workflows—with SOC 2 Type II compliance, on-premise deployment options, and the governance controls that large financial institutions require to operate AI at scale.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for compliance, onboarding, and back-office automation
Templates for compliance, onboarding, and back-office automation

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

Case Studies

Trusted by Global Banks

From digital banks to hedge funds and global lenders, leading financial institutions trust StackAI to automate compliance, accelerate risk workflows, and unlock thousands of hours in savings with AI agents. See how top banks and financial organizations drive measurable results at scale.

Case Studies

Trusted by Global Banks

From digital banks to hedge funds and global lenders, leading financial institutions trust StackAI to automate compliance, accelerate risk workflows, and unlock thousands of hours in savings with AI agents. See how top banks and financial organizations drive measurable results at scale.

Global banks use Stack AI to deploy agentic AI across risk, compliance, and operations—automating complex workflows, increasing team capacity, and saving thousands of hours every month.

Workflows used

Risk & compliance automation.
5x risk team capacity
Enterprise-grade security

How One Bank's Risk Team Achieved 5x Capacity with AI Agents

Use Cases Collection

10+ AI Agents Transforming Banking

Explore 10+ real-world AI agent use cases helping banking teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Banking

Explore 10+ real-world AI agent use cases helping banking teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Platform

Build AI Agents to Automate Workflows at Citi

Empower teams across Citi to automate document processing, compliance checks, and client operations with AI agents that integrate securely with your existing systems—no coding required.

Platform

Build AI Agents to Automate Workflows at Citi

Empower teams across Citi to automate document processing, compliance checks, and client operations with AI agents that integrate securely with your existing systems—no coding required.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let's Build Agentic AI Solutions for Citi, Together

Book a demo to see how Stack AI's agentic workflows can help Citi automate document processing, streamline compliance operations, and deliver intelligent analysis across business lines—faster, more accurately, and at enterprise scale.

Get started

Let's Build Agentic AI Solutions for Citi, Together

Book a demo to see how Stack AI's agentic workflows can help Citi automate document processing, streamline compliance operations, and deliver intelligent analysis across business lines—faster, more accurately, and at enterprise scale.

Get started

Let's Build Agentic AI Solutions for Citi, Together

Book a demo to see how Stack AI's agentic workflows can help Citi automate document processing, streamline compliance operations, and deliver intelligent analysis across business lines—faster, more accurately, and at enterprise scale.