Enterprise-Grade AI for Custodian Banks and Asset Servicing

The Agentic AI Platform for Custodian Banks

StackAI helps custodian banks modernize asset servicing with secure AI agents for document extraction, operations support, and compliance-aware workflows—connected to internal systems with governance, RBAC, and enterprise deployment options.

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Trusted by

EarthLink - Telecommunications company using StackAI technology.

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.

NU (Nubank) - Digital banking leader using StackAI.

Secure Agentic AI for Custody & Asset Servicing Operations

StackAI helps custodian banks modernize custody and asset servicing with secure AI agents that reconcile breaks, extract and validate data from statements and notices, and route exceptions—backed by enterprise governance, RBAC/SSO, and audit-ready observability.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Automate reconciliation, corporate actions, and exception workflows

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Enterprise AI with the fastest time to value.

With StackAI, teams at BAE Systems, LifeMD, and NuBank build and deploy AI in weeks, not months.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

Enterprise AI with the fastest time to value.

With StackAI, teams at BAE Systems, LifeMD, and NuBank build and deploy AI in weeks, not months.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

Enterprise AI with the fastest time to value.

With StackAI, teams at BAE Systems, LifeMD, and NuBank build and deploy AI in weeks, not months.

Case Studies

Trusted by Banks and Financial Services Teams

From global banks to risk and compliance teams, financial institutions rely on StackAI to automate document-heavy workflows, strengthen controls, and accelerate decisions with secure AI agents—see how leading organizations deliver measurable efficiency and ROI at scale.

Case Studies

Trusted by Banks and Financial Services Teams

Banks and financial services teams use StackAI to deploy secure AI agents that automate risk, compliance, and reporting workflows. The result is faster turnaround times, higher team capacity, and thousands of hours saved each month.

Workflows used

Compliance workflow

Risk team capacity scaling

Compliance ops time savings

Bank Risk Team Achieves 5x Capacity With AI

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.

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Platform

Build AI Agents for Custodian Banks

Automate asset servicing, reconciliations, corporate actions, and client reporting with secure AI agents that read SWIFT/ISO messages, validate data, surface breaks, and generate audit-ready outputs.

Platform

Build AI Agents for Custodian Banks

Automate asset servicing, reconciliations, corporate actions, and client reporting with secure AI agents that read SWIFT/ISO messages, validate data, surface breaks, and generate audit-ready outputs.

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Agentic Workflows

Go from time-consuming process to working agent in minutes

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Deploy Anywhere

Multi-tenant, VPC, on-premise

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Security and Governance

Feature controls, audit logs, and more

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Human In The Loop

Integrate human oversight into automated decision points for total process precision

LLM Agnostic

Deploy the best-performing model for every specific task

Agentic Development Life Cycle

Keeping enterprises in control with SDLC for the AI era

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