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Bootcamp

Become an AI Agent Leader at Lazard

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

Bootcamp

Become an AI Agent Leader at Lazard

Host the AI Agents 101 Bootcamp at Lazard. 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 Advisory, Asset Management, and Deal Execution

StackAI helps financial advisory firms like Lazard deploy secure AI agents that automate investment memo generation, extract insights from SEC filings and deal documents, and streamline market research—all with enterprise-grade governance, SOC 2 compliance, and seamless integrations into SharePoint, Snowflake, and CRM systems.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for M&A advisory, valuation modeling, and investment memo generation

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 Advisory and Asset Management Firms

Financial advisory and asset management leaders trust StackAI to enhance client relations, streamline research, and sharpen investment decision-making with AI agents.

Case Studies

Trusted by Leading Financial Advisory and Asset Management Firms

Financial advisory and asset management leaders trust StackAI to enhance client relations, streamline research, and sharpen investment decision-making with AI agents.

A multi-billion-dollar investment fund used StackAI to deploy AI agents that enhance client relations workflows and sharpen investment decision-making, enabling teams to synthesize market intelligence faster and deliver more responsive, data-driven client communications at scale.

Workflows used

AI-powered client relations and investment decision-making.

Market intelligence synthesis and research automation

Client communications at scale

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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