The AI Transformation Platform for Financial Data & Analytics

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Bootcamp

Become an AI Agent Leader at FactSet

Host the AI Agents 101 Bootcamp at FactSet. We'll come to you!

Bootcamp

Become an AI Agent Leader at FactSet

Host the AI Agents 101 Bootcamp at FactSet. We'll come to you!

Get in Touch

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

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 Financial Data Research, Earnings Analysis, and Client Reporting

StackAI helps financial data and analytics companies like FactSet deploy secure AI agents that automate earnings call analysis, market research synthesis, and document intelligence—connecting to internal knowledge bases and enterprise data sources to deliver cited, structured insights at scale.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for financial data research, earnings call analysis, and client reporting

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 Financial Data & Analytics Firms

Financial data and analytics leaders trust StackAI to accelerate insight delivery, automate data workflows, and go from concept to production in weeks with AI agents.

Case Studies

Trusted by Leading Financial Data & Analytics Firms

Financial data and analytics leaders trust StackAI to accelerate insight delivery, automate data workflows, and go from concept to production in weeks with AI agents.

A SaaS analytics firm used StackAI to build AI-powered text-to-SQL capabilities that cut data request fulfillment time by 80%, going from concept to production in just six weeks. This enabled faster insight extraction and dramatically reduced the burden on data teams.