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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 Productivity, Client Onboarding, and Investment Research
Stack AI helps financial services firms like Raymond James deploy secure AI agents that automate market research, analyze 10-Q/10-K filings, generate investment memos, and streamline advisor workflows—with enterprise-grade governance, role-based access controls, and 100+ integrations into systems like SharePoint and Salesforce.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents at scale, dramatically reducing manual effort and improving accuracy across compliance-driven categorization workflows.
Workflows used
Document classification at scale.
Automated wealth management workflows.
Millions of documents processed.
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