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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, IC Memos, and Portfolio Compliance
StackAI helps investment firms like Viking Global Investors deploy secure AI agents that connect to internal research, portfolio data, and compliance systems—automating IC memo generation, accelerating data retrieval by 10×, and reducing manual compliance work by 80%.
A multi-billion-dollar hedge fund used StackAI to deploy AI agents that streamline research, synthesize information, and enhance client relations workflows — sharpening investment decision-making and improving operational efficiency across the firm.
Workflows used
AI-powered client relations and investment research.
Data-driven investment decision-making
Streamlined research synthesis
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