The AI Transformation Platform for Global Wealth & Investment Banking

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Bootcamp

Become an AI Agent Leader at UBS

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

Bootcamp

Become an AI Agent Leader at UBS

Host the AI Agents 101 Bootcamp at UBS. 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 Wealth Management, Risk Compliance, and Investment Research at UBS

StackAI helps UBS deploy secure, governed AI agents that automate wealth management workflows—from investor helpdesk assistants that combine CRM and product data into compliant answers, to document analysis pipelines that accelerate investment memo generation—all with SOC 2 Type II compliance, on-premise deployment options, and granular RBAC built for global banking.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for wealth management advisory, investor helpdesk automation, and regulatory compliance reporting

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 Global Banks

Global banking institutions trust StackAI to automate compliance workflows, reduce regulatory burden, and scale operations with AI agents.

Case Studies

Trusted by Global Banks

Global banking institutions trust StackAI to automate compliance workflows, reduce regulatory burden, and scale operations with AI agents.

A global bank used StackAI to automate compliance operations, deploying AI agents across regulatory workflows to dramatically reduce manual effort and save over 8,000 hours per month.