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The AI Transformation Platform for Digital Financial Services

The AI Transformation Platform for Digital Financial Services

Trusted by

Bootcamp

Become an AI Agent Leader at SoFi

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

Bootcamp

Become an AI Agent Leader at SoFi

Host the AI Agents 101 Bootcamp at SoFi. 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 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

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 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