The AI Transformation Platform for Investment Banking Advisory

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Secure Agentic AI for Investment Banking Deal Execution, Advisory Research, and Client Reporting

StackAI helps independent advisory firms like Evercore deploy secure AI agents that automate investment memo drafting, analyze earnings calls for sentiment and KPIs, and connect to internal knowledge bases across SharePoint and CRM systems—freeing bankers to focus on high-value client advisory work.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for investment banking deal memos, earnings call analysis, and M&A due diligence

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

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

Case Studies

Trusted by Leading Investment Banking Advisory Firms

Leading investment banking and financial advisory firms trust StackAI to enhance client relations, accelerate research, and sharpen decision-making with AI agents.

Case Studies

Trusted by Leading Investment Banking Advisory Firms

Leading investment banking and financial advisory firms trust StackAI to enhance client relations, accelerate research, and sharpen decision-making with AI agents.

A multi-billion-dollar financial firm used StackAI to deploy AI agents that streamline research, client communications, and analytical workflows — resulting in sharper investment insights, more efficient client service, and stronger decision-making across the organization.

Workflows used

AI-powered client relations and decision-making.

Streamlined research and analytical workflows

Efficient client communications

cityscape photography of high-rise building

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

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