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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 Financial Advisory, Asset Management, and Deal Execution
Stack AI 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.
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
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