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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 Advisor Helpdesks, Market Research, and Compliance at Scale
Stack AI helps wealth management firms like LPL Financial deploy secure AI agents that empower financial advisors with instant access to CRM data and product documentation, automate document classification and compliance reviews, and generate market research reports—all with enterprise-grade security, SOC 2 compliance, and seamless integrations into platforms like Salesforce and SharePoint.
A leading wealth management firm used StackAI to automatically classify millions of client documents with AI agents, dramatically reducing manual effort and improving operational efficiency across compliance and back-office workflows.
Workflows used
Document classification at scale.
Compliance workflow automation
Reduced manual processing effort
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