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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 and Portfolio Analysis
Stack AI helps asset managers like T. Rowe Price deploy secure AI agents that automate investment research, analyze 10-Q/10-K filings, generate investment memos, and connect to internal data sources like SharePoint and Snowflake—with enterprise-grade security, SOC 2 compliance, and role-based access controls built in.
A multi-billion-dollar investment fund used StackAI to deploy AI agents that streamline research workflows, enhance client communications, and sharpen investment decision-making across their organization.
Workflows used
AI-powered client relations and investment decision-making.
Streamlined research and analytical workflows
Enhanced client communications
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