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The AI Transformation Platform for Financial Data Infrastructure

The AI Transformation Platform for Financial Data Infrastructure

Trusted by

Bootcamp

Become an AI Agent Leader at Plaid

Host the AI Agents 101 Bootcamp at Plaid. We'll come to you!

Bootcamp

Become an AI Agent Leader at Plaid

Host the AI Agents 101 Bootcamp at Plaid. We'll come to you!

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

Foundational Knowledge

Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.

Real-World Applications

Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.

Hands-On Building

Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

low-angle photography of building

Secure Agentic AI for Developer Support, Compliance Automation, and Financial Data Operations

StackAI helps fintech infrastructure companies like Plaid deploy secure AI agents that automate developer support, streamline partner onboarding documentation, and connect to internal knowledge bases—enabling teams to scale operations without scaling headcount.

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 API documentation support, developer onboarding, and financial data compliance
Templates for API documentation support, developer onboarding, and financial data compliance

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Granular RBAC

Create custom roles and groups

Global Policy

Admins set cross-cutting policy

Agentic Development Life Cycle

The safest path from prototype to production

Analytics

Customizable audit logs and global analytics

Delegated Permissions

Enforce end-user access to sensitive information

Scope Control

Assign users and groups to private folders

Case Studies

Trusted by Leading Fintech and Banking Institutions

Fintech and banking leaders trust StackAI to automate compliance, scale risk operations, and streamline financial workflows with AI agents.

Case Studies

Trusted by Leading Fintech and Banking Institutions

Fintech and banking leaders trust StackAI to automate compliance, scale risk operations, and streamline financial workflows with AI agents.

A major U.S. digital bank used StackAI to automate compliance workflows, deploying AI agents across risk and regulatory teams to streamline operations. The result was a dramatic reduction in manual effort, faster turnaround times, and thousands of hours saved each month.

Workflows used

AI-powered bank compliance transformation.
5x risk team capacity with AI agents
8,000+ hours saved monthly in bank operations
cityscape photography of high-rise building

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

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to

Bring Agentic AI to

Plaid

Plaid

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

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

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