



Client
Leading Digital Bank
Challenge
Compliance reviews across marketing, legal, HR, and finance were slow, manual, and inconsistent.
Solution
Secure, on-premise AI agents now automate compliance reviews, contract analysis, HR refunds, and CapEx classification.
Overview
A digital bank serving over 100 million customers runs on StackAI to streamline compliance, finance, legal, and HR operations, saving 8,000+ hours every month. What started as a single Slack-based AI agent for compliance reviews has evolved into a full-scale agent ecosystem powering critical workflows across the enterprise. The results?
Compliance: Review times dropped from 3 days to 20 seconds, saving thousands of hours monthly while reducing regulatory risk.
HR (Childcare Reimbursements): Over 1,500 hours saved per month, cutting processing time from 4 hours to 1.2 seconds per claim.
Finance (CapEx Classification): More accurate CapEx tracking, driving $1M+ in annual tax savings and eliminating hours of manual review.
1000+ Hours per Month Saved with AI Agents for Compliance
The Problem: Widespread Inefficiencies in Regulatory Compliance
In highly regulated industries, even a single social media post must pass compliance review. At this bank, every department had a dedicated compliance controller manually reviewing content. This process took hours—sometimes even days. The delays weren’t just inefficient, but killed time-sensitive projects, made some work products obsolete before they could be used, and created risk across marketing, product, and operations. Leadership knew they had to modernize the process without sacrificing accuracy or oversight.
The Solution: AI-Powered Compliance
The bank considered several AI options, but soon chose StackAI, the only platform that delivered enterprise-grade governance with the speed and flexibility of no-code agent building.
Their builders quickly launched an internal compliance and risk management AI agent integrated with Slack. Employees now can ask real-time compliance questions to a handy Slackbot and get near-instant answers from a secure, local LLM trained on internal policies.
With StackAI, compliance review time dropped from 3 days to 20 seconds. The agent remains a daily-use tool for hundreds of employees across the organization.
The compliance AI agent quickly went viral across the organization, and it inspired teams to automate other key workflows.
From One Agent to an Ecosystem: A Suite of AI Agents for Legal Teams
The Problem: Bottlenecks in Legal Workflows
The legal team realized that it was facing increasing demands to review, organize, and guide a growing volume of documents and policies. Contract analysis was slow and resource-intensive, making it difficult to consistently extract key terms and identify risks. Moreover, legal content lacked structure, and employees across departments struggled to quickly find clear answers to compliance questions such as procurement rules or data-sharing policies. These challenges created bottlenecks that slowed decision-making across the organization.
The Solution: An AI Agent Suite for Legal Needs
To address these issues, the team began building a suite of legal-focused AI agents. The first was a contract analyzer that leveraged multiple LLMs to automatically extract key terms, assess liability, and surface potential risks—quickly proving its value and unlocking further legal innovation. Next, they deployed an AI agent to categorize legal content by type (sales, support, privacy, or financing), making documentation easier to search and manage. Finally, they launched a legal guideline chatbot, powered by internal policies and accessible through Slack, enabling employees to ask direct compliance questions and receive instant, consistent answers. Together, these agents streamline legal workflows, dramatically reduce bottlenecks, and scale expertise across the organization.
An HR AI Agent to Save 1500+ Hours Per Month
The Problem: Manual Childcare Reimbursement Overload
HR teams at the bank were processing more than 7,000 childcare reimbursement requests each month. Each request required employees to submit receipts that HR staff would manually review, cross-check against employee eligibility, and then approve. The process was slow, taking up to four hours per reimbursement, leaving employees waiting long periods for refunds and draining thousands of staff hours monthly.
The Solution: Automated Reimbursement With AI
The bank deployed an AI agent to fully automate this workflow. Employees now upload receipts, which are scanned using Optical Character Recognition (OCR) to extract text. That information is cross-referenced against the employee database in Google Drive and the internal reimbursement policies using multiple LLMs.
Processing refunds used to take the HR team approximately 4 hours. StackAI got it down to 1.2 seconds, meaning this agent saves over 1500 hours per month.
“Everywhere we looked, teams were stuck in manual review cycles—compliance slowed marketing, HR was buried in receipts, and finance risked errors in classification. By building domain-specific AI agents on StackAI, they cut thousands of hours, unlocked new accuracy, and showed how AI can become real operational infrastructure.”
Hakan Gureren
Go to Market
Millions of Dollars in Tax Savings
The Problem: Complex CapEx vs. OpEx Classification
For the bank’s finance team, distinguishing between operational expenses (like rent, internet, and salaries) and capital expenditures (CapEx) was a critical but time-consuming process. The classification mattered significantly—OpEx was taxed immediately, while CapEx could be amortized over time, often resulting in millions in tax savings. But with thousands of RFCs and project documents flowing in, manual classification was slow, error-prone, and left the company vulnerable to compliance risks and missed savings opportunities.
The Solution: AI-Powered Capitalization Agent
To streamline the process, the finance team built a StackAI-powered capitalization agent. Employees now submit project documentation via Google Drive, and the agent analyzes each file to determine whether it qualifies as CapEx. By automating the process, the team gained consistent, accurate classification while reducing manual workload.
The agent has now generated over $1 million in annual tax savings while giving leadership confidence in financial reporting.
On-Premise Deployment
As part of their strict data security and compliance policies, the bank deployed StackAI fully on-premise: this means they run the platform inside their own AWS-hosted cloud infrastructure. An on-premise setup ensures that all sensitive customer data remains securely within their environment, aligning with internal governance policies. StackAI continues to power workflows entirely from within the bank’s private servers, reinforcing its position as a trusted and secure enterprise-grade AI solution.
8,000+ Hours Saved Per Month. What’s Next?
This global bank now sees LLM-powered AI agents as a strategic imperative, and StackAI as a strategic partner. With over 8,000 hours saved per month across teams, StackAI is a cornerstone of their operational strategy.
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