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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 Research, Compliance, and Portfolio Reporting
StackAI helps global investment and advisory firms like Guggenheim Partners deploy secure AI agents that connect to internal research, deal documentation, and portfolio data across asset classes—automating compliance workflows, accelerating investment memo generation, and streamlining investor reporting with full auditability and governance controls.
A multi-billion-dollar investment fund deployed StackAI's AI agents to streamline research, surface insights faster, and enhance client relations workflows — enabling sharper, data-driven decision-making across their investment and advisory operations.
Workflows used
AI-powered investment decision-making.
Client relations automation
Accelerated research insights
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