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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 Portfolio Research, Compliance, and Investor Reporting at Scale
Stack AI helps global asset managers like Franklin Templeton deploy secure AI agents that connect to internal research repositories, automate compliance and reporting workflows across multi-asset portfolios, and accelerate investment memo generation—giving IT and portfolio teams enterprise-grade governance at scale.
A multi-class asset management fund used StackAI to deploy AI agents that streamline research workflows, automate compliance monitoring, and accelerate reporting across teams — significantly reducing manual effort and improving turnaround times.
Workflows used
AI-powered research, compliance, and reporting.
Multi-asset class workflow automation
Streamlined investment reporting
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