Enterprise-Grade AI for Prime Brokerage Services
The Agentic AI Platform for Prime Brokerage Services
StackAI helps prime brokerage teams automate client onboarding and service workflows, surface answers across internal policies and systems, and streamline reporting—while maintaining enterprise governance, access controls, and security.
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Give investors and managers instant insights
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Enterprise-Grade AI for Prime Brokerage Services
The Agentic AI Platform for Prime Brokerage Services
StackAI helps prime brokerage teams automate client onboarding and service workflows, surface answers across internal policies and systems, and streamline reporting—while maintaining enterprise governance, access controls, and security.
Secure Agentic AI for Prime Brokerage Services
StackAI helps prime brokerage teams deploy secure, agentic AI to automate client onboarding, margin and collateral workflows, exception handling, and operational reporting—integrated with your data sources, governed with RBAC/SSO, and built for compliance at scale.
On-premise deployment
On-premise deployment
On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
Templates for margin, collateral, and client onboarding
Templates for margin, collateral, and client onboarding
Templates for margin, collateral, and client onboarding
Templates for margin, collateral, and client onboarding
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
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
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
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
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
Case Studies
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents
Enhance client relations and sharpen decision-making with AI agents
Case Studies
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents
Enhance client relations and sharpen decision-making with AI agents
Case Studies
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents
Enhance client relations and sharpen decision-making with AI agents
See how a multi-billion-dollar hedge fund uses StackAI to support client-facing and operational workflows by surfacing answers from internal knowledge, streamlining requests, and improving speed and consistency across teams.
Workflows used
Accelerate responses to client and internal requests with AI-assisted workflows
Centralize institutional knowledge to deliver consistent, auditable answers
Maintain governance with role-based access and enterprise-grade controls
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.
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.
Platform
Build AI Agents for Prime Brokerage Services
Automate trade support, margin and collateral workflows, and client reporting with secure AI agents that extract data from PDFs and systems, reconcile positions, and route exceptions to your team.
Platform
Build AI Agents for Prime Brokerage Services
Automate trade support, margin and collateral workflows, and client reporting with secure AI agents that extract data from PDFs and systems, reconcile positions, and route exceptions to your team.
Platform
Build AI Agents for Prime Brokerage Services
Automate trade support, margin and collateral workflows, and client reporting with secure AI agents that extract data from PDFs and systems, reconcile positions, and route exceptions to your team.
Workflows
Interfaces
Integrations
On-Premise
Security
Support
Workflows
Interfaces
Integrations
On-Premise
Security
Support
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.
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
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
our clients' opinions
Proven Impact, In Our Customers' Words
our clients' opinions
Proven Impact, In Our Customers' Words
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
Chief AI and innovation officer
Diné development corporation
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
MIT
“What I liked about my experience with StackAI was how intuitive it was, being able to create a complete AI workflow without the use of code. I was able to develop an automated assistant within minutes with the drag-and-drop interface.”
G2 Review
"StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings."
Fabien Cros
Chief data and ai officer
Ducker Carlisle
"I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly. It just goes to show how easy and intuitive the platform is to use."
Gabriel Ruiz
CTO & Director of IT Operations
UCLA Anderson
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
LifeMD
“StackAI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. Integrations with APIs, knowledge bases, and external services are smooth.”
G2 Review
“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of Business analytics
noblereach
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
EVP of Innovation
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
“What I liked about my experience using Stack AI was how intuitive it was, being able to create a complete AI workflow without the use of code. I was able to develop within minutes and automatized email assitant. Tha drag and drop interface makes it very intuitive.”
G2 Review
I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly—it just goes to show how easy the platform is to use.
Gabriel Ruiz
CTO & Director of IT Operations
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work—faster and smarter.”
Gerard Rescigno
Chief Information Officer
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“Stack AI makes it easy to build and deploy AI-powered workflows without heavy infrastructure setup. The hierarchical dependency system and ability to define reusable nodes/tools is very helpful. Integrations with APIs, knowlegebases, and external services are smooth.”
G2 Review
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
EVP of Innovation
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
Gen AI Lead
I've found StackAI's visual workflow builder to be very beneficial. I was really impressed with how our team was able to jump in and create something quickly—it just goes to show how easy the platform is to use.
Gabriel Ruiz
CTO & Director of IT Operations
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work—faster and smarter.”
Gerard Rescigno
Chief Information Officer
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents—StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief Information Officer
“With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
Director of BI
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build Agentic AI for Prime Brokerage Services, Together
Book a demo to see how AI agents can streamline prime brokerage workflows—automating post-trade ops, reconciling data across systems, and delivering faster, more accurate risk and reporting insights.
Get started
Let’s Build Agentic AI for Prime Brokerage Services, Together
Book a demo to see how AI agents can streamline prime brokerage workflows—automating post-trade ops, reconciling data across systems, and delivering faster, more accurate risk and reporting insights.
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Solutions
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Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.
Solutions
©2025 StackAI. All rights reserved
Made by PhDs at