AI That Works the Way
Your Industry Does
Financial services teams spend half their time on work that should run itself. We make that go away, so your people can focus on the decisions that actually move the business.
nGenie agents, end to end. Discovery to production.
nGenie domain agents discover automation opportunities, generate role-specific interfaces, orchestrate your data, and manage operations. Forward-deployed engineers work alongside your team at every stage.
/Scan
Discover OpportunitiesnGenie domain agents connect to your systems and trace how work actually flows through your firm. They find automation opportunities your team is too close to see, quantify the ROI, and keep discovering as your operations evolve.
One platform, four engines.
From discovery to production — each module works independently or together as a unified agentic stack.
nGenie agents continuously discover automation opportunities across your firm's live systems.
Explore /ScanOne platform, every layer
Your users interact through any channel. The platform does the work. Industry solutions deploy on top.
Each solution runs independently and scales on its own
Ready to go for your industry.
We have already done the hard work of building for your industry. The compliance rules, the integrations, the workflows your team expects. You start with something that works, not a blank canvas.
Wealthstack.ai
For Wealth Management FirmsYour advisors should be talking to clients, not filling out forms. Wealthstack takes care of portfolio analysis, compliance paperwork, and meeting prep so your team can do what they were hired to do.
Learn moreInsurestack.ai
For Insurance Carriers & MGAsClaims that take weeks should take hours. Underwriting that takes days should take minutes. Insurestack handles the volume so your adjusters and underwriters can focus on the cases that actually need them.
Learn moreAssetstack.ai
For Asset Managers & FundsYour analysts spend too much time gathering data and not enough time making decisions. Assetstack handles the research grunt work, reporting, and operations so your team can focus on generating returns.
Learn moreCXstack.ai
For Customer-Facing TeamsYour customers expect instant, thoughtful responses. CXstack handles the routine inquiries and follow-ups so your support team can spend their time on the conversations that actually need a human touch.
Learn moreYour team + ours. One AI-native force.
We do not hand you a strategy deck and walk away. Our forward-deployed agentic engineers embed directly with your team to co-create an AI-native platform where voice commands replace workflows and generative UIs replace static dashboards. The result: your people and our agents working as one, shipping outcomes in weeks.
Compared to building from scratch or hiring a big consulting firm. Same outcome, fraction of the spend.
Most enterprise AI projects take 12-18 months. Ours go live in weeks because the hard parts are already built.
Per team member, per week. That is time your people get back for the work that actually requires their expertise.
Routine tasks done right, every time. No more errors from copy-pasting between systems or rushing through end-of-quarter reports.
Agentic engineering, embedded with your team
Forward-Deployed Practitioners
Our agentic engineers embed with your team. Not advisors on the sideline. Practitioners who ship production AI alongside your people, carrying your domain context from day one.
Agentic Engineering Pods
Human + AI delivery pods where nGenie agents handle data assembly, compliance checks, and testing while your experts focus on the decisions and relationships that drive value.
Voice-First Interactions
Ask a question, get an answer. No menus, no dashboards to navigate. Your team speaks naturally and nGenie agents respond with real-time data, analysis, and actions.
Hyper-Customized Generative UIs
Every screen adapts to the person using it. Generative UI builds role-specific interfaces on the fly, so a portfolio manager sees different tools than a compliance officer.
Business Outcomes as a Service
Every role in financial services faces different pressures. Here is how NSTACK moves the needle on the KPIs that matter to you.
Technology Leaders
"Ship AI that actually runs in production, not just demos."
- AI pilots that never reach production
- Vendor lock-in and integration sprawl
- Security and data sovereignty concerns
| Metric | Today | With NSTACK |
|---|---|---|
| Time to production | 6-12 months | 4-8 weeks |
| Integration complexity | 15+ point solutions | Single platform |
| AI project success rate | ~20% reach production | 80%+ deployment rate |
What our clients experience
"We went from spending two days preparing for each client review to having everything ready before the meeting even starts. Our advisors are having better conversations because they are not scrambling for data."
"The compliance team used to be the bottleneck. Now issues get flagged before they reach us, and the reports we need for regulators generate on demand. We went from reactive to proactive overnight."
"We evaluated building this ourselves. The estimate was eighteen months and a team of twelve. NSTACK had us in production in six weeks with a team of four. The math was not even close."
Real outcomes, measured
The Challenge
A mid-size RIA managing $2.8B across 1,200 households was losing advisors to larger firms with better technology. Client reviews took two days to prepare, and compliance reporting consumed 30% of back-office time.
The Outcome
Deployed Wealthstack in 5 weeks. Advisors now prepare for meetings in 20 minutes. Compliance reporting is automated. Client satisfaction scores increased 40% in the first quarter.
Before & After
Built by people who have done this before.
We have spent years building AI for the most demanding industries. We know what it takes to get past the proof of concept and into production, with the security, compliance, and reliability your organization requires.
Your Team Will Actually Use It
The best technology is the kind people want to use. Every screen adapts to who is looking at it, so your team sees exactly what they need without training manuals or IT tickets.
The Busywork Disappears
Data entry, report generation, compliance checks, and all the routine tasks that eat up your team's week. They just happen now, so your experts can do expert-level work.
Security Your Compliance Team Trusts
Audit trails, role-based access, data governance, and compliance frameworks are built into the foundation. Your compliance team signs off because it was designed for them, not bolted on later.
Ready to build the future?
Whether you're exploring agentic AI for your enterprise or looking to partner on vertical product development, we'd love to hear from you.