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The AI Transformation Platform for Global Banking & Financial Services

The AI Transformation Platform for Global Banking & Financial Services

Trusted by

Allworth Financial - Enterprise partner using StackAI for financial automation.
ALLIAD logo - StackAI customer.
BAE Systems - Global defense and aerospace leader leveraging StackAI.
City of Santa Monica - Government agency utilizing StackAI solutions.
Dine Development Corporation (DDC) logo - StackAI partner.
Exeter logo - Trusted StackAI customer.
EarthLink - Telecommunications company using StackAI technology.
Granite logo - Enterprise organization powered by StackAI.
Goodwill Industries - Non-profit organization using StackAI for operational efficiency.
Live Oak Bank - Banking institution leveraging StackAI for digital transformation.
LifeMD - Healthcare technology provider using StackAI agents.
Mayo Clinic - World-renowned medical center utilizing StackAI.
Massachusetts Institute of Technology (MIT) logo - Academic partner of StackAI.
NU (Nubank) - Digital banking leader using StackAI.
Raiffeisen Bank International logo - Global financial services partner.
SmartAsset - Financial technology company using StackAI.
Voya Retirement - Retirement services provider using StackAI automation.
  • Allworth Financial - Enterprise partner using StackAI for financial automation.
  • ALLIAD logo - StackAI customer.
  • BAE Systems - Global defense and aerospace leader leveraging StackAI.
  • City of Santa Monica - Government agency utilizing StackAI solutions.
  • Dine Development Corporation (DDC) logo - StackAI partner.
  • Exeter logo - Trusted StackAI customer.
  • EarthLink - Telecommunications company using StackAI technology.
  • Granite logo - Enterprise organization powered by StackAI.
  • Goodwill Industries - Non-profit organization using StackAI for operational efficiency.
  • Live Oak Bank - Banking institution leveraging StackAI for digital transformation.
  • LifeMD - Healthcare technology provider using StackAI agents.
  • Mayo Clinic - World-renowned medical center utilizing StackAI.
  • Massachusetts Institute of Technology (MIT) logo - Academic partner of StackAI.
  • NU (Nubank) - Digital banking leader using StackAI.
  • Raiffeisen Bank International logo - Global financial services partner.
  • SmartAsset - Financial technology company using StackAI.
  • Voya Retirement - Retirement services provider using StackAI automation.
  • Allworth Financial - Enterprise partner using StackAI for financial automation.
  • ALLIAD logo - StackAI customer.
  • BAE Systems - Global defense and aerospace leader leveraging StackAI.
  • City of Santa Monica - Government agency utilizing StackAI solutions.
  • Dine Development Corporation (DDC) logo - StackAI partner.
  • Exeter logo - Trusted StackAI customer.
  • EarthLink - Telecommunications company using StackAI technology.
  • Granite logo - Enterprise organization powered by StackAI.
  • Goodwill Industries - Non-profit organization using StackAI for operational efficiency.
  • Live Oak Bank - Banking institution leveraging StackAI for digital transformation.
  • LifeMD - Healthcare technology provider using StackAI agents.
  • Mayo Clinic - World-renowned medical center utilizing StackAI.
  • Massachusetts Institute of Technology (MIT) logo - Academic partner of StackAI.
  • NU (Nubank) - Digital banking leader using StackAI.
  • Raiffeisen Bank International logo - Global financial services partner.
  • SmartAsset - Financial technology company using StackAI.
  • Voya Retirement - Retirement services provider using StackAI automation.

Bootcamp

Become an AI Agent Leader at HSBC

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

Bootcamp

Become an AI Agent Leader at HSBC

Host the AI Agents 101 Bootcamp at HSBC. 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 Global Banking Compliance, Contract Analysis, and Wealth Advisory

StackAI helps global banks like HSBC deploy secure, governed AI agents that automate contract analysis, power banker helpdesks, and streamline compliance workflows—saving thousands of hours per month while meeting the strictest regulatory and data security standards.

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 global banking compliance, contract analysis, banker helpdesk, and investment memo generation

Templates for global banking compliance, contract analysis, banker helpdesk, and investment memo generation

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.

Agentic Workflows

Go from time-consuming process to working agents in minutes

StackAI workflow canvas connecting SharePoint, Azure Blob Storage, and Airtable data sources to an Anthropic AI agent

Deploy Anywhere

Multi-tenant, VPC, on-premise

Pixelated cube illustration representing flexible deployment
StackAi Icon
Kubernets

Security and Governance

Feature controls, audit logs, and more

StackAI analytics dashboard showing runs, users, errors, and token usage

Human in the Loop

Integrate human oversight into cricial decision points

StackAI human in the loop approval message in Slack with approve and disapprove buttons

LLM Agnostic

Deploy the best-performing model for every specific task

Honeycomb of AI model provider logos including Anthropic, Meta, OpenAI, Google Gemini, and Mistral surrounding the StackAI logo

Agentic Development Life Cycle

Keeping enterprises in control with SDLC for the AI era

StackAI workflow editor showing version control with a pull request and prompt diff

White-Glove Experience

Dedicated support from AI experts

Chat conversation showing the StackAI team advising a customer on scaling AI agents across teams

Agentic Workflows

Go from time-consuming process to working agents in minutes

StackAI workflow canvas connecting SharePoint, Azure Blob Storage, and Airtable data sources to an Anthropic AI agent

Deploy Anywhere

Multi-tenant, VPC, on-premise

Pixelated cube illustration representing flexible deployment
StackAi Icon
Kubernets

Security and Governance

Feature controls, audit logs, and more

StackAI analytics dashboard showing runs, users, errors, and token usage

Human in the Loop

Integrate human oversight into cricial decision points

StackAI human in the loop approval message in Slack with approve and disapprove buttons

LLM Agnostic

Deploy the best-performing model for every specific task

Honeycomb of AI model provider logos including Anthropic, Meta, OpenAI, Google Gemini, and Mistral surrounding the StackAI logo

Agentic Development Life Cycle

Keeping enterprises in control with SDLC for the AI era

StackAI workflow editor showing version control with a pull request and prompt diff

White-Glove Experience

Dedicated support from AI experts

Chat conversation showing the StackAI team advising a customer on scaling AI agents across teams

Agentic Workflows

Go from time-consuming process to working agents in minutes

StackAI workflow canvas connecting SharePoint, Azure Blob Storage, and Airtable data sources to an Anthropic AI agent

Deploy Anywhere

Multi-tenant, VPC, on-premise

Pixelated cube illustration representing flexible deployment
StackAi Icon
Kubernets

Security and Governance

Feature controls, audit logs, and more

StackAI analytics dashboard showing runs, users, errors, and token usage

Human in the Loop

Integrate human oversight into cricial decision points

StackAI human in the loop approval message in Slack with approve and disapprove buttons

LLM Agnostic

Deploy the best-performing model for every specific task

Honeycomb of AI model provider logos including Anthropic, Meta, OpenAI, Google Gemini, and Mistral surrounding the StackAI logo

Agentic Development Life Cycle

Keeping enterprises in control with SDLC for the AI era

StackAI workflow editor showing version control with a pull request and prompt diff

White-Glove Experience

Dedicated support from AI experts

Chat conversation showing the StackAI team advising a customer on scaling AI agents across teams

Case Studies

Trusted by Global Banks

Global banking leaders trust StackAI to automate compliance, manage risk, and save thousands of hours with AI agents.

Case Studies

Trusted by Global Banks

Global banking leaders trust StackAI to automate compliance, manage risk, and save thousands of hours with AI agents.

A global bank used StackAI to automate compliance operations and deploy AI agents across its regulatory workflows. The result: over 8,000 hours saved per month, dramatically accelerating processes and freeing teams to focus on higher-value work.

Workflows used

Compliance automation.
8,000+ hours saved monthly.
Enterprise-grade AI agents.
cityscape photography of high-rise building

How a Global Bank Saves 8000+ Hours Per Month With StackAI

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.

StackAI AI Agents: 10+ Use Cases Transforming Banking ebook cover

integrations

Bring Agentic AI to

Bring Agentic AI to

HSBC

HSBC

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

HubSpot logo
Microsoft SharePoint logo
Asana Logo
Slack logo
Salesforce logo
Microsoft Azure logo
Microsoft SharePoint logo
Asana Logo
Slack logo
Salesforce logo
HubSpot logo
Microsoft SharePoint logo
Asana Logo
Slack logo
Salesforce logo
Microsoft Azure logo

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 compliance badge

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR compliance badge

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

AICPA SOC 2 compliance badge

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001 information security certification badge

ISO 27001

Global excellence in information security management.

global

004

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 compliance badge

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR compliance badge

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

AICPA SOC 2 compliance badge

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001 information security certification badge

ISO 27001

Global excellence in information security management.

global

004

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 compliance badge

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR compliance badge

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

AICPA SOC 2 compliance badge

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001 information security certification badge

ISO 27001

Global excellence in information security management.

global

004

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 compliance badge

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR compliance badge

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

AICPA SOC 2 compliance badge

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001 information security certification badge

ISO 27001

Global excellence in information security management.

global

004