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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 Investment Banking Deal Execution, Advisory Research, and Client Reporting
StackAI helps independent advisory firms like Evercore deploy secure AI agents that automate investment memo drafting, analyze earnings calls for sentiment and KPIs, and connect to internal knowledge bases across SharePoint and CRM systems—freeing bankers to focus on high-value client advisory work.
A multi-billion-dollar financial firm used StackAI to deploy AI agents that streamline research, client communications, and analytical workflows — resulting in sharper investment insights, more efficient client service, and stronger decision-making across the organization.
Workflows used
AI-powered client relations and decision-making.
Streamlined research and analytical workflows
Efficient client communications
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