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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 Asset Servicing, Wealth Mgmt, Compliance
StackAI helps asset servicing and wealth management firms like Northern Trust deploy secure AI agents that automate document processing, streamline investment operations, and connect to internal knowledge bases—with enterprise-grade governance, SOC 2 compliance, and role-based access controls built for regulated financial institutions.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents, dramatically improving accuracy and efficiency across critical workflows like client onboarding, compliance, and account management.
Workflows used
Millions of documents classified automatically.
AI-powered client onboarding and compliance workflows
Streamlined asset servicing and account management
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