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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 M&A Deal Prep, Restructuring & IC Memos
StackAI helps advisory firms like PJT Partners deploy secure AI agents that automate investment committee memo drafting, connect to internal deal documents on SharePoint, accelerate restructuring and M&A research, and streamline due diligence workflows—all with enterprise-grade security and compliance.
A multi-billion-dollar financial firm deployed AI agents with StackAI to streamline research workflows, enhance the quality and speed of client communications, and sharpen strategic decision-making across its advisory teams.
Workflows used
AI-powered client relations and decision intelligence.
Streamlined research workflows
Faster, higher-quality client communications
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
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