Client
Private Fund
Challenge
Manual processes slowed customer support, legal reviews, and internal operations, leaving staff overwhelmed, response times long, and consistency at risk.
Solution
StackAI deployed secure, no-code AI agents across customer support, legal, HR, and IT, automating thousands of tasks monthly, cutting delays, and boosting service quality.
Overview
A multi-billion dollar private retirement fund faced mounting pressure to scale customer support and streamline internal operations. From handling thousands of client inquiries to navigating complex legal and regulatory processes, manual workflows were slowing the organization down. By partnering with StackAI, the fund quickly deployed secure, no-code AI agents across customer support, legal, HR, and IT. Today, these agents automate thousands of interactions every month, saving staff time, improving accuracy, and giving customers faster, higher-quality service.
5,000+ customer inquiries automated per month, cutting response times from days to seconds.
400+ legal hours saved quarterly with automated contract term extraction and comparison.
2,000+ internal support requests offloaded monthly across HR, IT, and developer teams.
Customer Support at Scale
The Problem: Overwhelmed Service Teams
Customers needed fast answers about retirement plans, account access, and fund details. But human agents were swamped, leading to long response times and inconsistent answers.
The Solution: Public-Facing AI Assistant
The fund deployed a StackAI-powered chatbot on its website. It searches across PDFs, FAQs, and partner sites to return compliant, branded answers instantly. It now handles thousands of inquiries each month, freeing human agents for complex cases.
Customers
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Client
Private Fund
Challenge
Manual processes slowed customer support, legal reviews, and internal operations, leaving staff overwhelmed, response times long, and consistency at risk.
Solution
StackAI deployed secure, no-code AI agents across customer support, legal, HR, and IT, automating thousands of tasks monthly, cutting delays, and boosting service quality.
Overview
A multi-billion dollar private retirement fund faced mounting pressure to scale customer support and streamline internal operations. From handling thousands of client inquiries to navigating complex legal and regulatory processes, manual workflows were slowing the organization down. By partnering with StackAI, the fund quickly deployed secure, no-code AI agents across customer support, legal, HR, and IT. Today, these agents automate thousands of interactions every month, saving staff time, improving accuracy, and giving customers faster, higher-quality service.
5,000+ customer inquiries automated per month, cutting response times from days to seconds.
400+ legal hours saved quarterly with automated contract term extraction and comparison.
2,000+ internal support requests offloaded monthly across HR, IT, and developer teams.
Customer Support at Scale
The Problem: Overwhelmed Service Teams
Customers needed fast answers about retirement plans, account access, and fund details. But human agents were swamped, leading to long response times and inconsistent answers.
The Solution: Public-Facing AI Assistant
The fund deployed a StackAI-powered chatbot on its website. It searches across PDFs, FAQs, and partner sites to return compliant, branded answers instantly. It now handles thousands of inquiries each month, freeing human agents for complex cases.
Contract Review and Legal Ops
The Problem: Slow, Manual Contract Analysis
Lawyers were spending hours comparing contracts against gold-standard templates, checking terms line by line, and struggling to keep pace with increasing volume.
The Solution: Automated Legal Review Agent
Using StackAI and GPT-4.1, the legal team now runs contracts through an agent that extracts key terms, flags deviations, and outputs structured Excel-ready reports. Reviews that once took hours now take minutes, with consistent and repeatable results.
Regulatory Oversight and Risk Management
The Problem: Manual Monitoring of Regulatory Impact
Compliance teams had to manually track changing regulations and review website content for affected policies, slowing response times and introducing risk.
The Solution: Regulatory Review Agent
The fund built an agent to continuously scan regulatory updates and map them against public-facing content. Risk managers now get early alerts on potential compliance issues, reducing exposure and accelerating remediation.
“Customer questions were piling up, legal reviews were dragging on, and internal teams were stuck answering the same repetitive requests. The fund knew it couldn’t keep scaling by just adding more people. Manual work was eating into thousands of hours a month. But once they deployed StackAI agents, the difference was immediate. Questions were answered in seconds, contracts were categorized automatically, and whole workflows that used to take days started moving in minutes.”
Jonathan Kleiman
Enterprise AI
Contract Review and Legal Ops
The Problem: Slow, Manual Contract Analysis
Lawyers were spending hours comparing contracts against gold-standard templates, checking terms line by line, and struggling to keep pace with increasing volume.
The Solution: Automated Legal Review Agent
Using StackAI and GPT-4.1, the legal team now runs contracts through an agent that extracts key terms, flags deviations, and outputs structured Excel-ready reports. Reviews that once took hours now take minutes, with consistent and repeatable results.
Regulatory Oversight and Risk Management
The Problem: Manual Monitoring of Regulatory Impact
Compliance teams had to manually track changing regulations and review website content for affected policies, slowing response times and introducing risk.
The Solution: Regulatory Review Agent
The fund built an agent to continuously scan regulatory updates and map them against public-facing content. Risk managers now get early alerts on potential compliance issues, reducing exposure and accelerating remediation.
Customers
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How Varos Scaled Company Classification Using Stack AI’s No-Code Platform
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How a Shipping and Logistics Enterprise Automated 5,000+ Monthly IT Support Requests
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