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Trusted by
Secure Agentic AI for Market Research, Earnings Analysis, and Financial Data Workflows
StackAI helps Bloomberg deploy secure AI agents that automate earnings call analysis, generate cited market research reports, and streamline financial document workflows—connecting to internal data sources like SharePoint and Snowflake with enterprise-grade compliance and governance controls.
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 hedge fund deployed StackAI's AI agents to enhance client relations and sharpen investment decision-making, streamlining research and delivering faster, more actionable insights across their organization.
Workflows used
AI-powered client relations and investment decision-making.
5x risk team capacity through compliance automation
Documents to instant insights with AI agents
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.
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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
