The AI Transformation Platform for Capital Markets & Investment Banking

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Bootcamp

Become an AI Agent Leader at TD Securities

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

Bootcamp

Become an AI Agent Leader at TD Securities

Host the AI Agents 101 Bootcamp at TD Securities. 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 Capital Markets Research, Deal Origination, and Compliance

StackAI helps investment banks like TD Securities deploy secure AI agents that automate market research, streamline deal documentation, and generate investment memos—connecting to internal systems like SharePoint and Snowflake with enterprise-grade governance, SOC 2 compliance, and role-based access controls.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for capital markets research, deal underwriting, 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 Banks and Financial Institutions

Banking and financial services leaders trust StackAI to automate risk and compliance workflows, scale operations, and accelerate decision-making with AI agents.

Case Studies

Trusted by Leading Banks and Financial Institutions

Banking and financial services leaders trust StackAI to automate risk and compliance workflows, scale operations, and accelerate decision-making with AI agents.

A leading bank's risk team used StackAI to automate compliance workflows with AI agents, achieving a 5x increase in capacity — scaling their risk and regulatory operations without proportionally growing headcount.