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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 Asset Servicing, Custody Operations, and Investment Management
Stack AI helps financial institutions like BNY Mellon deploy secure AI agents that automate investment memo generation, streamline asset servicing workflows, and extract insights from filings and internal documents—with enterprise-grade security, SOC 2 compliance, and seamless integrations into SharePoint, Snowflake, and other systems your teams already use.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents at scale, streamlining critical workflows across asset servicing and compliance operations.
Workflows used
Document classification at scale.
AI-powered asset servicing workflows.
Custody and compliance processing.
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