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Foundational Knowledge
Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.
Real-World Applications
Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.
Hands-On Building
Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

Secure Agentic AI for Portfolio Research, Compliance, and Investor Reporting at Scale
StackAI helps asset managers like BlackRock deploy secure AI agents that connect to internal research platforms, automate compliance and reporting workflows across multi-asset portfolios, and synthesize institutional knowledge into actionable insights—with enterprise-grade governance, SOC 2 compliance, and on-premise deployment options built for the world's most regulated financial institutions.
Granular RBAC
Create custom roles and groups
Global Policy
Admins set cross-cutting policy
Agentic Development Life Cycle
The safest path from prototype to production
Analytics
Customizable audit logs and global analytics

Delegated Permissions
Enforce end-user access to sensitive information
Scope Control
Assign users and groups to private folders
A multi-billion-dollar investment fund used StackAI to deploy AI agents that streamline client relationship management, accelerate research workflows, and sharpen investment decision-making — enabling faster insights and stronger client engagement at scale.
Workflows used
AI-powered client relations and investment decision-making.
Streamlined research, compliance, and reporting
Millions of documents classified at scale

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

HIPAA
Secure, certified handling of sensitive health information.
Healthcare
001

GDPR
Advanced privacy standards for the protection of personal data.
Europe
002

SOC 2 Type II
Verified security practices for enterprise-grade data protection.
SECURITY
003

ISO 27001
Global excellence in information security management.
global
004









