/

The AI Transformation Platform for Investment Banking & Capital Markets

The AI Transformation Platform for Investment Banking & Capital Markets

Trusted by

Bootcamp

Become an AI Agent Leader at Goldman Sachs

Host the AI Agents 101 Bootcamp at Goldman Sachs. We'll come to you!

Bootcamp

Become an AI Agent Leader at Goldman Sachs

Host the AI Agents 101 Bootcamp at Goldman Sachs. We'll come to you!

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

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.

low-angle photography of building

Secure Agentic AI for Investment Research, Compliance Automation, and Portfolio Reporting

Stack AI helps Goldman Sachs deploy secure AI agents that connect to internal research, SharePoint, and Snowflake data sources, automate compliance and reporting workflows, and generate investment memos—with SOC 2 Type II compliance, on-premise deployment, and enterprise-grade governance built in.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for investment banking research, trading compliance, and portfolio reporting
Templates for investment banking research, trading compliance, and portfolio reporting

Case Studies

Trusted by Leading Investment Banks and Asset Managers

Leading investment banks, hedge funds, and asset managers trust StackAI to enhance client relations, streamline research and compliance, and sharpen decision-making with AI agents.

Case Studies

Trusted by Leading Investment Banks and Asset Managers

Leading investment banks, hedge funds, and asset managers trust StackAI to enhance client relations, streamline research and compliance, and sharpen decision-making with AI agents.

A multi-billion-dollar financial services firm used StackAI to deploy AI agents that streamline research workflows, enhance client relations, and sharpen investment decision-making — driving faster insights and stronger analytical capabilities across the organization.

Workflows used

AI-powered client relations and investment decision-making.
Streamlined research, compliance, and reporting
5x risk team capacity through automated workflows
cityscape photography of high-rise building

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making

Use Cases Collection

10+ AI Agents Transforming Banking

Explore 10+ real-world AI agent use cases helping banking teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Banking

Explore 10+ real-world AI agent use cases helping banking teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004