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The AI Transformation Platform for Investment Banking & Financial Advisory

The AI Transformation Platform for Investment Banking & Financial Advisory

Trusted by

Lifemd
Allworth financial
bae systems
exeter
NU bank
Raiffeisen bank international
IBM
YMCA
City of Santa Monica
Granite
Alliad
goodwill
smartasset
EarthLink
DDC
MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Bootcamp

Become an AI Agent Leader at Houlihan Lokey

Host the AI Agents 101 Bootcamp at Houlihan Lokey. We'll come to you!

Bootcamp

Become an AI Agent Leader at Houlihan Lokey

Host the AI Agents 101 Bootcamp at Houlihan Lokey. 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 Banking Deal Execution, Valuation Analysis, and Fairness Opinion Workflows

Stack AI helps investment banks like Houlihan Lokey deploy secure AI agents that automate deal document processing, generate investment memos from internal and external data sources, and streamline due diligence workflows—saving thousands of analyst hours across hundreds of transactions per year.

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 M&A deal screening, fairness opinion research, and investment banking due diligence
Templates for M&A deal screening, fairness opinion research, and investment banking due diligence

Case Studies

Trusted by Leading Financial Advisory Firms

Financial advisory and consulting firms trust StackAI to empower their teams with AI agents that accelerate research, automate workflows, and unlock millions in operational savings.

Case Studies

Trusted by Leading Financial Advisory Firms

Financial advisory and consulting firms trust StackAI to empower their teams with AI agents that accelerate research, automate workflows, and unlock millions in operational savings.

Ducker Carlisle, Houlihan Lokey's industry-focused research and consulting arm, used StackAI to launch a citizen developer program that empowered non-technical teams to build and deploy AI-powered workflows independently — unlocking an estimated $1M in savings by accelerating automation and reducing dependency on engineering resources.

Workflows used

Citizen developer automation.
$1M in operational savings
Faster research delivery
cityscape photography of high-rise building

From Bottleneck to Breakthrough: How Ducker Carlisle Unlocked $1M in Savings with a Citizen Developer Program

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance 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