/
Trusted by
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 Client Onboarding, Portfolio Research, and Wealth Management Operations
StackAI helps Charles Schwab deploy secure AI agents that connect to internal knowledge bases and client data sources, automate document processing for account onboarding and compliance, and deliver intelligent self-service tools for advisors and clients at scale.
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 leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents, dramatically reducing manual processing effort and improving operational efficiency across their document workflows.
Workflows used
Document classification at scale.
Reduced manual processing effort
Improved operational efficiency
How a Wealth Management Firm Classifies Millions of Documents with AI Agents
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 189 208" xmlns="http://www.w3.org/2000/svg"><defs ><linearGradient id="kXNlUvAot-159765966-linear-gradient" x1="0.49751243781094523" x2="0.5024875621890548" y1="0" y2="1"><stop offset="0" stop-color="rgb(3, 87, 225)"/><stop offset="1" stop-color="rgba(3, 87, 225, 0.2)"/></linearGradient></defs><path d="M 82.5 6.928 C 89.926 2.641 99.074 2.641 106.5 6.928 L 164.339 40.322 C 171.765 44.609 176.339 52.532 176.339 61.106 L 176.339 127.894 C 176.339 136.468 171.765 144.391 164.339 148.678 L 106.5 182.072 C 99.074 186.359 89.926 186.359 82.5 182.072 L 24.661 148.678 C 17.235 144.391 12.661 136.468 12.661 127.894 L 12.661 61.106 C 12.661 52.532 17.235 44.609 24.661 40.322 Z" fill="url(%23kXNlUvAot-159765966-linear-gradient)" height="189px" id="kXNlUvAot" transform="translate(0 7)" width="189px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 189 208" xmlns="http://www.w3.org/2000/svg"><defs ><filter filter-units="objectBoundingBox" height="127.7%" id="h6A2Ay8qo-567951233-shadow-outset" width="124.5%" x="-12.3%" y="-13.9%"><feOffset dx="0" dy="-5.05" in="SourceAlpha" result="h6A2Ay8qo-567951233-shadow-outset-1-offset"/><feGaussianBlur in="h6A2Ay8qo-567951233-shadow-outset-1-offset" result="h6A2Ay8qo-567951233-shadow-outset-1-blur" stdDeviation="3.03"/><feFlood flood-color="rgba(2, 87, 224, 0)" result="h6A2Ay8qo-567951233-shadow-outset-1-flood"/><feComposite in="h6A2Ay8qo-567951233-shadow-outset-1-flood" in2="h6A2Ay8qo-567951233-shadow-outset-1-blur" operator="in" result="h6A2Ay8qo-567951233-shadow-outset-1"/><feOffset dx="0" dy="5.05" in="SourceAlpha" result="h6A2Ay8qo-567951233-shadow-outset-0-offset"/><feGaussianBlur in="h6A2Ay8qo-567951233-shadow-outset-0-offset" result="h6A2Ay8qo-567951233-shadow-outset-0-blur" stdDeviation="4.55"/><feFlood flood-color="rgba(0, 0, 0, 0.09)" result="h6A2Ay8qo-567951233-shadow-outset-0-flood"/><feComposite in="h6A2Ay8qo-567951233-shadow-outset-0-flood" in2="h6A2Ay8qo-567951233-shadow-outset-0-blur" operator="in" result="h6A2Ay8qo-567951233-shadow-outset-0"/><feMerge ><feMergeNode in="h6A2Ay8qo-567951233-shadow-outset-1"/><feMergeNode in="h6A2Ay8qo-567951233-shadow-outset-0"/></feMerge></filter><path d="M 82.37 7.003 C 89.876 2.67 99.124 2.67 106.63 7.003 L 164.209 40.247 C 171.715 44.58 176.339 52.589 176.339 61.257 L 176.339 127.743 C 176.339 136.411 171.715 144.42 164.209 148.753 L 106.63 181.997 C 99.124 186.33 89.876 186.33 82.37 181.997 L 24.791 148.753 C 17.285 144.42 12.661 136.411 12.661 127.743 L 12.661 61.257 C 12.661 52.589 17.285 44.58 24.791 40.247 Z" id="h6A2Ay8qo-567951233" transform="translate(0 7)"/></defs><mask height="127.7%" id="h6A2Ay8qo-567951233-shadow-mask" width="124.5%" x="-12.3%" y="-13.9%"><rect fill="white" height="100%" width="100%"/><use fill="black" href="%23h6A2Ay8qo-567951233"/></mask><g filter="url(%23h6A2Ay8qo-567951233-shadow-outset)" mask="url(%23h6A2Ay8qo-567951233-shadow-mask)"><use fill="black" href="%23h6A2Ay8qo-567951233" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="black"/></g><use fill="rgb(255, 255, 255)" height="189px" href="%23h6A2Ay8qo-567951233" id="h6A2Ay8qo" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="rgb(227, 227, 227)" width="189px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 189 208" xmlns="http://www.w3.org/2000/svg"><defs ><filter filter-units="objectBoundingBox" height="120.6%" id="njM7TZ3O6-2725262601-shadow-outset" width="116.7%" x="-8.4%" y="-10.4%"><feOffset dx="0" dy="-5.05" in="SourceAlpha" result="njM7TZ3O6-2725262601-shadow-outset-0-offset"/><feGaussianBlur in="njM7TZ3O6-2725262601-shadow-outset-0-offset" result="njM7TZ3O6-2725262601-shadow-outset-0-blur" stdDeviation="3.03"/><feFlood flood-color="rgba(2, 87, 224, 0.5)" result="njM7TZ3O6-2725262601-shadow-outset-0-flood"/><feComposite in="njM7TZ3O6-2725262601-shadow-outset-0-flood" in2="njM7TZ3O6-2725262601-shadow-outset-0-blur" operator="in" result="njM7TZ3O6-2725262601-shadow-outset-0"/></filter><path d="M 82.37 7.003 C 89.876 2.67 99.124 2.67 106.63 7.003 L 164.209 40.247 C 171.715 44.58 176.339 52.589 176.339 61.257 L 176.339 127.743 C 176.339 136.411 171.715 144.42 164.209 148.753 L 106.63 181.997 C 99.124 186.33 89.876 186.33 82.37 181.997 L 24.791 148.753 C 17.285 144.42 12.661 136.411 12.661 127.743 L 12.661 61.257 C 12.661 52.589 17.285 44.58 24.791 40.247 Z" id="njM7TZ3O6-2725262601" transform="translate(0 7)"/></defs><mask height="120.6%" id="njM7TZ3O6-2725262601-shadow-mask" width="116.7%" x="-8.4%" y="-10.4%"><rect fill="white" height="100%" width="100%"/><use fill="black" href="%23njM7TZ3O6-2725262601"/></mask><g filter="url(%23njM7TZ3O6-2725262601-shadow-outset)" mask="url(%23njM7TZ3O6-2725262601-shadow-mask)"><use fill="black" href="%23njM7TZ3O6-2725262601" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="black"/></g><use fill="rgb(255, 255, 255)" height="189px" href="%23njM7TZ3O6-2725262601" id="njM7TZ3O6" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="rgb(227, 227, 227)" width="189px"/></svg>)
