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The AI Transformation Platform for Digital Brokerage & Retail Investing

The AI Transformation Platform for Digital Brokerage & Retail Investing

Trusted by

low-angle photography of building

Secure Agentic AI for Customer Support, Compliance, and Financial Ops

StackAI helps fintech platforms like Robinhood deploy secure AI agents that automate customer support at scale, streamline compliance and regulatory workflows, and generate real-time market research — enabling operations teams to move faster while maintaining the governance and controls required in financial services.

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 customer support automation, market research, and regulatory compliance
Templates for customer support automation, market research, and regulatory 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 Financial Services Firms

Financial services leaders trust StackAI to automate risk and compliance workflows, scale operational capacity, and accelerate decision-making with AI agents.

Case Studies

Trusted by Leading Financial Services Firms

Financial services leaders trust StackAI to automate risk and compliance workflows, scale operational capacity, and accelerate decision-making with AI agents.

A bank's risk team used StackAI to deploy AI agents that automated compliance and risk workflows, achieving 5x operational capacity without adding headcount. The result was faster regulatory reviews, reduced manual workload, and a scalable foundation for managing growing compliance demands.

Workflows used

5x risk team capacity with AI agents.
Automated compliance workflows
Trusted by leading financial institutions
cityscape photography of high-rise building

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

Use Cases Collection

10+ AI Agents for Wealth Management

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

Use Cases Collection

10+ AI Agents for Wealth Management

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

integrations

Bring Agentic AI to

Bring Agentic AI to

Robinhood

Robinhood

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

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

ISO 27001

Global excellence in information security management.

global

004