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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, Ratings Analysis, and Portfolio Intelligence
Stack AI helps investment research and data firms like Morningstar deploy secure AI agents that automate earnings call analysis, generate sentiment-tagged research reports, and connect to internal data sources—accelerating analyst workflows and delivering consistent, auditable insights at scale.
A multi-billion-dollar hedge fund deployed AI agents built on StackAI to streamline client relations workflows and enhance investment decision-making, enabling faster insights and sharper analysis across their research and portfolio teams.
Workflows used
AI-powered client relations and investment decision-making.
Automated research, compliance, and reporting
Enterprise-grade document classification at scale
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