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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 Research and Portfolio Analysis
StackAI helps asset managers like T. Rowe Price deploy secure AI agents that automate investment research, analyze 10-Q/10-K filings, generate investment memos, and connect to internal data sources like SharePoint and Snowflake—with enterprise-grade security, SOC 2 compliance, and role-based access controls built in.
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 investment fund used StackAI to deploy AI agents that streamline research workflows, enhance client communications, and sharpen investment decision-making across their organization.
Workflows used
AI-powered client relations and investment decision-making.
Streamlined research and analytical workflows
Enhanced client communications
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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