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The AI Transformation Platform for Digital Financial Services

The AI Transformation Platform for Digital Financial Services

Trusted by

low-angle photography of building

Secure Agentic AI for Loan Processing, Member Support, and Financial Operations

StackAI helps fintech leaders like SoFi deploy secure AI agents that automate document processing, streamline lending underwriting, enhance compliance workflows, and power intelligent member support—connecting seamlessly to internal systems with enterprise-grade governance and SOC 2 compliance.

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 loan origination, member support automation, and financial document processing
Templates for loan origination, member support automation, and financial document processing

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 Digital Banks

Leading digital banks and financial institutions trust StackAI to automate compliance, scale risk operations, and streamline regulatory workflows with AI agents.

Case Studies

Trusted by Leading Digital Banks

Leading digital banks and financial institutions trust StackAI to automate compliance, scale risk operations, and streamline regulatory workflows with AI agents.

A leading U.S. digital bank used StackAI to deploy AI agents that transformed its compliance operations, automating complex regulatory workflows across multiple teams. The result: faster reviews, reduced bottlenecks, and thousands of hours saved every month.

Workflows used

Compliance automation.
5x risk team capacity.
AI-powered regulatory operations.
cityscape photography of high-rise building

How AI Agents Transformed Compliance at a Major U.S. Digital Bank

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

SoFi

SoFi

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