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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 Portfolio Research, Retirement Operations, and Investment Reporting
Stack AI 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.
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
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