Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Stack AI unlocks no-code AI Agents to enhance your bank’s operations with secure, advanced performance and no vendor lock-in. Our model-agnostic platform integrates seamlessly with back-office systems, supports on-premise hosting, and simplifies procurement under a single vendor. With an intuitive drag-and-drop interface, both IT and business teams can build custom AI solutions-without coding-boosting compliance, productivity, and competitive advantage in today’s fast-paced financial environment.

How they describe their product/innovation: Stack AI’s demo showcases a chat-based loan application workflow where a bank representative uploads documents, triggers external credit checks, and automatically applies internal policies. The system securely stores data, drafts customer communications, and streamlines follow-up tasks. With a no-code workflow builder, banks can quickly create AI Agents for KYC, customer support, or investment memos. This end-to-end automation illustrates how complex processes can be simplified – improving efficiency, ensuring compliance, and enhancing the overall customer experience.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Mark Ontiveros (Head of Sales), montiveros@stack-ai.com, +1 (805) 889-3549