Vanguard is a global investment management firm, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a straightforward purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investing success.
When Vanguard’s financial analysts needed to query complex datasets, they faced a frustrating reality: even basic questions required writing intricate SQL queries and sometimes long response times from data teams. This challenge is not unique to Vanguard: conversational AI is a scalable solution, providing analysts immediate responses. However, deploying conversational AI requires more than choosing the right foundation model—it requires AI-ready data infrastructure.
In this post, you’ll learn how Vanguard built their Virtual Analyst solution by focusing…
