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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.…

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