Enterprise-Grade Agentic AI for Investor Relations Teams

The Agentic AI Platform for Investor Relations Teams

The Agentic AI Platform for Investor Relations Teams

StackAI helps investor relations teams automate earnings-call insights, draft investor newsletters, and generate consistent, audit-ready briefs from your internal knowledge—so you can communicate faster while maintaining enterprise governance and security.

Give investors and managers instant insights

Instantly check policy terms and confirm eligibility

Summarize internal repositories and generate memos

Trusted by

Allworth Financial - Enterprise partner using StackAI for financial automation.
ALLIAD logo - StackAI customer.
BAE Systems - Global defense and aerospace leader leveraging StackAI.
City of Santa Monica - Government agency utilizing StackAI solutions.
Dine Development Corporation (DDC) logo - StackAI partner.
Exeter logo - Trusted StackAI customer.
EarthLink - Telecommunications company using StackAI technology.
Granite logo - Enterprise organization powered by StackAI.
Goodwill Industries - Non-profit organization using StackAI for operational efficiency.
Live Oak Bank - Banking institution leveraging StackAI for digital transformation.
LifeMD - Healthcare technology provider using StackAI agents.
Mayo Clinic - World-renowned medical center utilizing StackAI.
Massachusetts Institute of Technology (MIT) logo - Academic partner of StackAI.
NU (Nubank) - Digital banking leader using StackAI.
Raiffeisen Bank International logo - Global financial services partner.
SmartAsset - Financial technology company using StackAI.
Voya Retirement - Retirement services provider using StackAI automation.
  • Allworth Financial - Enterprise partner using StackAI for financial automation.
  • ALLIAD logo - StackAI customer.
  • BAE Systems - Global defense and aerospace leader leveraging StackAI.
  • City of Santa Monica - Government agency utilizing StackAI solutions.
  • Dine Development Corporation (DDC) logo - StackAI partner.
  • Exeter logo - Trusted StackAI customer.
  • EarthLink - Telecommunications company using StackAI technology.
  • Granite logo - Enterprise organization powered by StackAI.
  • Goodwill Industries - Non-profit organization using StackAI for operational efficiency.
  • Live Oak Bank - Banking institution leveraging StackAI for digital transformation.
  • LifeMD - Healthcare technology provider using StackAI agents.
  • Mayo Clinic - World-renowned medical center utilizing StackAI.
  • Massachusetts Institute of Technology (MIT) logo - Academic partner of StackAI.
  • NU (Nubank) - Digital banking leader using StackAI.
  • Raiffeisen Bank International logo - Global financial services partner.
  • SmartAsset - Financial technology company using StackAI.
  • Voya Retirement - Retirement services provider using StackAI automation.

Secure Agentic AI for Investor Relations Teams

StackAI enables IR teams to deploy agentic workflows that summarize earnings calls in minutes, tag sentiment by speaker, extract cited KPIs, and generate structured one-page briefs and investor newsletters—securely, with enterprise governance and access controls.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Earnings call summaries, sentiment dashboards, and IR newsletters
Earnings call summaries, sentiment dashboards, and IR newsletters

Talk to an AI Expert

Enterprise AI with the fastest time to value.

With StackAI, teams at BAE Systems, LifeMD, and NuBank build and deploy AI in weeks, not months.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

Enterprise AI with the fastest time to value.

With StackAI, teams at BAE Systems, LifeMD, and NuBank build and deploy AI in weeks, not months.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

Enterprise AI with the fastest time to value.

With StackAI, teams at BAE Systems, LifeMD, and NuBank build and deploy AI in weeks, not months.

Case Studies

Trusted by Leading IR Teams

From hedge funds to multi-strategy asset managers, investor relations teams rely on StackAI to automate reporting, synthesize market and portfolio insights, and deliver faster, more consistent stakeholder communications with AI agents. Explore how leading firms drive productivity and outcomes at scale.

Case Studies

Trusted by Leading IR Teams

From hedge funds to multi-strategy asset managers, investor relations teams rely on StackAI to automate reporting, synthesize market and portfolio insights, and deliver faster, more consistent stakeholder communications with AI agents. Explore how leading firms drive productivity and outcomes at scale.

Leading investor relations and asset management teams use StackAI to deploy agentic workflows that automate research, reporting, and stakeholder communications. This helps them respond faster to investor needs, improve accuracy, and free up time for higher-value analysis.

Workflows used

Client relations automation
Investor communications
IR reporting automation
low-angle photography of building

Multi-Billion Hedge Fund Sharpens Decisions With AI

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Platform

Build Agentic AI Workflows for Investor Relations Teams

Automate shareholder communications, earnings prep, and investor Q&A with secure AI agents that draft updates, summarize filings and transcripts, and route approvals using your internal data.

Platform

Build Agentic AI Workflows for Investor Relations Teams

Automate shareholder communications, earnings prep, and investor Q&A with secure AI agents that draft updates, summarize filings and transcripts, and route approvals using your internal data.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001

Global excellence in information security management.

global

004

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let’s Build Agentic AI for Investor Relations Teams, Together

Book a demo to see how agentic AI can help investor relations teams draft earnings materials, monitor sentiment and news, answer shareholder questions, and surface insights faster and more accurately.

Get started

Let’s Build Agentic AI for Investor Relations Teams, Together

Book a demo to see how agentic AI can help investor relations teams draft earnings materials, monitor sentiment and news, answer shareholder questions, and surface insights faster and more accurately.

Get started

Let’s Build Agentic AI for Investor Relations Teams, Together

Book a demo to see how agentic AI can help investor relations teams draft earnings materials, monitor sentiment and news, answer shareholder questions, and surface insights faster and more accurately.