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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 Financial Advisor Support, Client Onboarding, and Compliance
Stack AI helps wealth management firms like Edward Jones deploy secure AI agents that empower financial advisors with instant access to internal product knowledge, automate investment memo generation, streamline client onboarding, and ensure compliance—all connected to existing systems like Salesforce and SharePoint.
A leading wealth management firm used StackAI to automatically classify millions of documents with AI agents, dramatically reducing manual effort, improving accuracy, and streamlining back-office workflows at scale.
Workflows used
Millions of documents classified automatically.
Back-office workflow automation at scale.
Compliance-driven financial document processing.
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