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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 Investment Banking Research and Deal Execution
StackAI helps investment banks like Jefferies deploy secure AI agents that automate IC memo drafting, analyze earnings calls for sentiment and KPIs, generate market research reports, and connect to internal data sources like SharePoint and Snowflake—cutting analyst turnaround time by 80% while maintaining enterprise-grade security with SOC 2 compliance, SSO, and role-based access 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 financial services firm deployed StackAI's AI agents to streamline research workflows, enhance client-facing communications, and sharpen investment decision-making. This enabled their teams to surface insights faster, strengthen client relationships, and operate with greater analytical precision across their business.
Workflows used
AI-powered client relations and decision-making.
Streamlined research and analytics
Enhanced client-facing workflows
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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