Enterprise-Grade AI for Securities Lending Agents

The Agentic AI Platform for Securities Lending Agents

The Agentic AI Platform for Securities Lending Agents

StackAI helps securities lending agents automate eligibility checks, collateral and exposure monitoring, exception management, and client reporting—integrating with your existing data sources while maintaining enterprise-grade governance and security.

Give investors and managers instant insights

Instantly check policy terms and confirm eligibility

Summarize internal repositories and generate memos

Trusted by

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Secure Agentic AI for Securities Lending Agents

StackAI helps securities lending agents automate borrower and locate workflows, validate agreements and collateral data, and generate auditable reports—while enforcing enterprise access controls, SSO, and governed deployment from prototype to production.

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 recalls, fails, and collateral checks
Templates for recalls, fails, and collateral checks

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

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

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

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

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

Case Studies

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents

Enhance client relations and sharpen decision-making with AI

See how an investment firm deployed StackAI agents to streamline client-facing workflows and internal research, with secure access controls and auditable outputs for enterprise teams.

Workflows used

Automate research and client-ready reporting from internal sources
Governed access controls for sensitive financial data and workflows
Faster turnaround on requests while maintaining auditability

Multi-Billion-Dollar Hedge Fund

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.

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.

Platform

Build AI Agents for Securities Lending Operations

Automate locate checks, loan booking, recalls, and collateral workflows with AI agents that ingest emails and trade files, reconcile data across systems, flag breaks in real time, and route approvals securely.

Platform

Build AI Agents for Securities Lending Operations

Automate locate checks, loan booking, recalls, and collateral workflows with AI agents that ingest emails and trade files, reconcile data across systems, flag breaks in real time, and route approvals securely.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

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.

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

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 Securities Lending, Together

Book a demo to see how AI agents can streamline securities lending workflows—automating recalls and collateral checks, extracting insights from unstructured documents, and surfacing risk faster and more accurately.

Get started

Let’s Build Agentic AI for Securities Lending, Together

Book a demo to see how AI agents can streamline securities lending workflows—automating recalls and collateral checks, extracting insights from unstructured documents, and surfacing risk faster and more accurately.