The AI Transformation Platform for Institutional Asset Management

Get in Touch

Trusted by

Bootcamp

Become an AI Agent Leader at Nuveen

Host the AI Agents 101 Bootcamp at Nuveen. We'll come to you!

Bootcamp

Become an AI Agent Leader at Nuveen

Host the AI Agents 101 Bootcamp at Nuveen. We'll come to you!

Get in Touch

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

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 Portfolio Research, Retirement Operations, and Investment Reporting

StackAI helps asset managers like Nuveen deploy secure AI agents that automate investment memo generation, streamline portfolio research across multi-asset classes, and connect to internal data sources like SharePoint and Snowflake—with the enterprise-grade governance, compliance, and access controls that TIAA's scale demands.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for retirement plan research, investment memo generation, and portfolio compliance reporting

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Granular RBAC

Create custom roles and groups

Global Policy

Admins set cross-cutting policy

Agentic Development Life Cycle

The safest path from prototype to production

Analytics

Customizable audit logs and global analytics

Delegated Permissions

Enforce end-user access to sensitive information

Scope Control

Assign users and groups to private folders

Case Studies

Trusted by Leading Asset Managers

Asset management leaders trust StackAI to accelerate research, automate compliance, and scale reporting with AI agents.

Case Studies

Trusted by Leading Asset Managers

Asset management leaders trust StackAI to accelerate research, automate compliance, and scale reporting with AI agents.

A multi-class asset management fund used StackAI to deploy AI agents that streamline research synthesis, compliance workflows, and reporting across teams — accelerating decision-making and reducing manual effort at scale.

Workflows used

AI-powered research, compliance, and reporting.

Multi-asset class workflow automation

Research synthesis at scale

cityscape photography of high-rise building

How a Multi-Class Asset Management Fund Uses AI Agents to Streamline Research, Compliance, and Reporting

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Download Now