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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 Wealth Management, Market Research, and Compliance
StackAI helps Morgan Stanley deploy secure, governed AI agents that automate investment memo generation, accelerate market research, and power advisor helpdesks—connecting to internal knowledge bases, CRMs, and data platforms like SharePoint and Snowflake with SOC 2, SSO, and full audit controls built in.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents, dramatically reducing manual effort and streamlining operations across client onboarding, compliance, and portfolio management.
Workflows used
Millions of documents classified automatically.
Streamlined client onboarding and compliance workflows
AI-powered portfolio management at scale
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