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Bootcamp

Become an AI Agent Leader at Fidelity Investments

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

Bootcamp

Become an AI Agent Leader at Fidelity Investments

Host the AI Agents 101 Bootcamp at Fidelity Investments. 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 Wealth Management, Retirement Services, and Investment Research

StackAI helps financial services leaders like Fidelity Investments deploy secure AI agents that connect to internal knowledge bases, automate document analysis across 10-K/10-Q filings and investment research, and streamline operations — from client servicing to compliance — with enterprise-grade security, SOC 2 compliance, and role-based access controls built for regulated environments.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for retirement planning automation, portfolio research, 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 Wealth Management Firms

Wealth management and asset management leaders trust StackAI to automate document processing, strengthen compliance, and scale operations with AI agents.

Case Studies

Trusted by Leading Wealth Management Firms

Wealth management and asset management leaders trust StackAI to automate document processing, strengthen compliance, and scale operations with AI agents.

A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents—including client records, compliance paperwork, and financial reports—dramatically reducing manual processing time and improving operational efficiency at scale.

Workflows used

Document classification at scale.

Automated document organization and retrieval.

Millions of client records processed.

cityscape photography of high-rise building

How a Wealth Management Firm Classifies Millions of Documents with AI Agents

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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