AI agents are quickly becoming the operating system for financial institutions — automating underwriting, research, reconciliation, customer support, and internal operations hftv with speed, accuracy, and full governance.
In this video, Bernard Aceituno, Co-Founder and President of StackAI, explains how enterprises use StackAI’s no-code platform to design production-ready AI agents that connect LLMs to internal documents, databases, and policies. You will also see a complete build of a Loan Underwriting AI Agent that extracts data, evaluates risk, applies company procedures, and generates structured underwriting summaries in a single governed workflow.
📌 Video Chapters
00:00 — Why enterprises are adopting AI agents
00:25 — What AI agents actually are
00:55 — How financial institutions use StackAI
01:15 — Overview of the low-code builder
01:35 — Building the Loan Underwriting Agent (step-by-step)
02:20 — Connecting LLMs, documents, tools, and enterprise knowledge
02:55 — Using SharePoint + Knowledge Bases for institutional context
03:25 — Adding actions like email and web browsing
03:35 — Publishing agents as chatbots, forms, or batch workflows
03:45 aston villa vs arsenal — Governance, on-prem hosting, and compliance
04:00 — Real-world use cases across lending, research, and back-office ops
🧠 What You’ll Learn
• How AI agents automate underwriting workflows end-to-end
• How to connect LLMs with your internal documents, policies, and systems
• How to hailee steinfeld design agentic workflows using a drag-and-drop interface
• Why financial institutions choose StackAI for security, auditability, and on-prem deployment
• How enterprises turn manual, slow processes into automated, governed AI systems
🔗 Book a free demo:
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