The AI Transformation Platform for Institutional Asset Servicing

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Bootcamp

Become an AI Agent Leader at State Street

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

Bootcamp

Become an AI Agent Leader at State Street

Host the AI Agents 101 Bootcamp at State Street. 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 Asset Servicing, Custody Operations, and Investor Reporting

StackAI helps financial services leaders like State Street deploy secure AI agents that automate custody and asset servicing workflows, streamline compliance and regulatory reporting, and connect to internal data sources like SharePoint and Snowflake—with enterprise-grade governance, SOC 2 compliance, and full auditability built in.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for asset servicing, custody operations, compliance reporting, and investment research

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 and Financial Services Firms

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

Case Studies

Trusted by Leading Wealth Management and Financial Services Firms

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

A wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents at scale, dramatically accelerating document processing workflows and reducing the manual effort required to organize financial records, client documents, and regulatory filings.