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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 Wealth Management, Compliance, and Client Advisory
Stack AI helps global wealth managers like UBS deploy secure AI agents that automate investment memo generation, analyze 10-K/10-Q filings, and power advisor helpdesks—connecting to internal knowledge bases, CRM systems, and SharePoint with enterprise-grade governance, SSO, and on-premise deployment options.
A leading wealth management firm used StackAI to deploy AI agents that automatically classify millions of documents at scale, streamlining compliance, client onboarding, and portfolio management workflows while dramatically reducing manual processing time.
Workflows used
Document classification at scale.
Automated client onboarding workflows.
Regulatory filing processing.
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