Software provider Stax.ai was built specifically for the retirement industry. With a vision to rehumanize retirement plan administration, they equip plan administrators with AI-driven tools to simplify tasks such as data management and compliance.
Previously, Stax.ai faced challenges managing fragmented, unstructured data scattered across brokerage statements, payroll information, and client files. Highly manual processes led to inefficiencies and errors. On top of that, existing industry tools struggled to keep pace with the scale and complexity of thousands of retirement plans, creating bottlenecks that slowed operations.
To overcome these challenges, Stax.ai implemented a solution built with MongoDB Atlas on Google Cloud. MongoDB Atlas’s flexible architecture made it easy to manage diverse datasets, while Google Cloud enabled high-performance processing of tens of thousands of documents each day.
The impact has been significant. Stax.ai reduced processing times from days to hours, improved overall efficiency, and scaled operations without additional infrastructure demands.
By simplifying and automating manual workflows, administrators can accelerate routine processes and focus their time on effectively serving clients.
Video Highlights
- Stax.ai chose MongoDB’s schemaless architecture to enable seamless storage and processing without the constraints of rigid, traditional database models.
- “It was about making sense of the mess,” says Andrew Flowers, Product Manager at Stax.ai. MongoDB Atlas on Google Cloud transformed cumbersome processes into automated workflows that extract key data quickly and accurately.
- Stax.ai’s solution is built to scale effortlessly, reducing processing times for tens of thousands of documents from hours to minutes.
- With MongoDB and Google Cloud’s gen AI capabilities, Stax.ai administrators can shift their attention from manual tasks to driving business growth and serving clients faster.
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