/
Trusted by
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 Banking, Wealth Management, and Equity Research
StackAI helps financial services firms like Stifel deploy secure AI agents that automate equity research workflows, extract insights from 10-K/10-Q filings, generate investment memos, and power advisor helpdesks—connecting to internal data sources like SharePoint and CRMs with enterprise-grade compliance and governance controls.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of client documents, dramatically reducing manual effort, improving accuracy at scale, and streamlining back-office operations across the organization.
Workflows used
Millions of documents classified automatically.
Back-office operations streamlined at scale.
Manual effort reduced, accuracy improved.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 189 208" xmlns="http://www.w3.org/2000/svg"><defs ><linearGradient id="kXNlUvAot-159765966-linear-gradient" x1="0.49751243781094523" x2="0.5024875621890548" y1="0" y2="1"><stop offset="0" stop-color="rgb(3, 87, 225)"/><stop offset="1" stop-color="rgba(3, 87, 225, 0.2)"/></linearGradient></defs><path d="M 82.5 6.928 C 89.926 2.641 99.074 2.641 106.5 6.928 L 164.339 40.322 C 171.765 44.609 176.339 52.532 176.339 61.106 L 176.339 127.894 C 176.339 136.468 171.765 144.391 164.339 148.678 L 106.5 182.072 C 99.074 186.359 89.926 186.359 82.5 182.072 L 24.661 148.678 C 17.235 144.391 12.661 136.468 12.661 127.894 L 12.661 61.106 C 12.661 52.532 17.235 44.609 24.661 40.322 Z" fill="url(%23kXNlUvAot-159765966-linear-gradient)" height="189px" id="kXNlUvAot" transform="translate(0 7)" width="189px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 189 208" xmlns="http://www.w3.org/2000/svg"><defs ><filter filter-units="objectBoundingBox" height="127.7%" id="h6A2Ay8qo-567951233-shadow-outset" width="124.5%" x="-12.3%" y="-13.9%"><feOffset dx="0" dy="-5.05" in="SourceAlpha" result="h6A2Ay8qo-567951233-shadow-outset-1-offset"/><feGaussianBlur in="h6A2Ay8qo-567951233-shadow-outset-1-offset" result="h6A2Ay8qo-567951233-shadow-outset-1-blur" stdDeviation="3.03"/><feFlood flood-color="rgba(2, 87, 224, 0)" result="h6A2Ay8qo-567951233-shadow-outset-1-flood"/><feComposite in="h6A2Ay8qo-567951233-shadow-outset-1-flood" in2="h6A2Ay8qo-567951233-shadow-outset-1-blur" operator="in" result="h6A2Ay8qo-567951233-shadow-outset-1"/><feOffset dx="0" dy="5.05" in="SourceAlpha" result="h6A2Ay8qo-567951233-shadow-outset-0-offset"/><feGaussianBlur in="h6A2Ay8qo-567951233-shadow-outset-0-offset" result="h6A2Ay8qo-567951233-shadow-outset-0-blur" stdDeviation="4.55"/><feFlood flood-color="rgba(0, 0, 0, 0.09)" result="h6A2Ay8qo-567951233-shadow-outset-0-flood"/><feComposite in="h6A2Ay8qo-567951233-shadow-outset-0-flood" in2="h6A2Ay8qo-567951233-shadow-outset-0-blur" operator="in" result="h6A2Ay8qo-567951233-shadow-outset-0"/><feMerge ><feMergeNode in="h6A2Ay8qo-567951233-shadow-outset-1"/><feMergeNode in="h6A2Ay8qo-567951233-shadow-outset-0"/></feMerge></filter><path d="M 82.37 7.003 C 89.876 2.67 99.124 2.67 106.63 7.003 L 164.209 40.247 C 171.715 44.58 176.339 52.589 176.339 61.257 L 176.339 127.743 C 176.339 136.411 171.715 144.42 164.209 148.753 L 106.63 181.997 C 99.124 186.33 89.876 186.33 82.37 181.997 L 24.791 148.753 C 17.285 144.42 12.661 136.411 12.661 127.743 L 12.661 61.257 C 12.661 52.589 17.285 44.58 24.791 40.247 Z" id="h6A2Ay8qo-567951233" transform="translate(0 7)"/></defs><mask height="127.7%" id="h6A2Ay8qo-567951233-shadow-mask" width="124.5%" x="-12.3%" y="-13.9%"><rect fill="white" height="100%" width="100%"/><use fill="black" href="%23h6A2Ay8qo-567951233"/></mask><g filter="url(%23h6A2Ay8qo-567951233-shadow-outset)" mask="url(%23h6A2Ay8qo-567951233-shadow-mask)"><use fill="black" href="%23h6A2Ay8qo-567951233" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="black"/></g><use fill="rgb(255, 255, 255)" height="189px" href="%23h6A2Ay8qo-567951233" id="h6A2Ay8qo" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="rgb(227, 227, 227)" width="189px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 189 208" xmlns="http://www.w3.org/2000/svg"><defs ><filter filter-units="objectBoundingBox" height="120.6%" id="njM7TZ3O6-2725262601-shadow-outset" width="116.7%" x="-8.4%" y="-10.4%"><feOffset dx="0" dy="-5.05" in="SourceAlpha" result="njM7TZ3O6-2725262601-shadow-outset-0-offset"/><feGaussianBlur in="njM7TZ3O6-2725262601-shadow-outset-0-offset" result="njM7TZ3O6-2725262601-shadow-outset-0-blur" stdDeviation="3.03"/><feFlood flood-color="rgba(2, 87, 224, 0.5)" result="njM7TZ3O6-2725262601-shadow-outset-0-flood"/><feComposite in="njM7TZ3O6-2725262601-shadow-outset-0-flood" in2="njM7TZ3O6-2725262601-shadow-outset-0-blur" operator="in" result="njM7TZ3O6-2725262601-shadow-outset-0"/></filter><path d="M 82.37 7.003 C 89.876 2.67 99.124 2.67 106.63 7.003 L 164.209 40.247 C 171.715 44.58 176.339 52.589 176.339 61.257 L 176.339 127.743 C 176.339 136.411 171.715 144.42 164.209 148.753 L 106.63 181.997 C 99.124 186.33 89.876 186.33 82.37 181.997 L 24.791 148.753 C 17.285 144.42 12.661 136.411 12.661 127.743 L 12.661 61.257 C 12.661 52.589 17.285 44.58 24.791 40.247 Z" id="njM7TZ3O6-2725262601" transform="translate(0 7)"/></defs><mask height="120.6%" id="njM7TZ3O6-2725262601-shadow-mask" width="116.7%" x="-8.4%" y="-10.4%"><rect fill="white" height="100%" width="100%"/><use fill="black" href="%23njM7TZ3O6-2725262601"/></mask><g filter="url(%23njM7TZ3O6-2725262601-shadow-outset)" mask="url(%23njM7TZ3O6-2725262601-shadow-mask)"><use fill="black" href="%23njM7TZ3O6-2725262601" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="black"/></g><use fill="rgb(255, 255, 255)" height="189px" href="%23njM7TZ3O6-2725262601" id="njM7TZ3O6" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="0.5" stroke="rgb(227, 227, 227)" width="189px"/></svg>)
