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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 Client Onboarding, Portfolio Research, and Wealth Management Operations
Stack AI helps Charles Schwab deploy secure AI agents that connect to internal knowledge bases and client data sources, automate document processing for account onboarding and compliance, and deliver intelligent self-service tools for advisors and clients at scale.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents, dramatically reducing manual processing effort and improving operational efficiency across their document workflows.
Workflows used
Document classification at scale.
Reduced manual processing effort
Improved operational efficiency
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