finance_ops · finance · workflow
Vanguard builds Virtual Analyst to reduce time-to-insight from days to minutes using AWS and Amazon Bedrock
Vanguard's financial analysts and business stakeholders needed faster access to complex financial data, but the existing workflow required SQL expertise and data team support, with typical requests taking several days to fulfill.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Analyst asks in natural language
Business analysts express data questions in natural language to the Virtual Analyst.
Outcome
Virtual Analyst reduced time-to-insight from days to minutes, enabled business users to access data independently without SQL knowledge, achieved high accuracy in AI-generated SQL queries, decreased data team workload for routine requests, and established a reusable framework now adopted across multiple Vanguard business units.
Results
Time saveddays to minutes
Volumehigh accuracy
Grounding & classification
Source type: platform led case
20 fields verified against source quotes, 10 dropped as unverifiable.
code generationconversational airagknowledge basemetric backednamed customerproduction runtime claimedsource backedfinancial servicescycle time reductionemployee productivitytime savedplatform led caseback office opsfinance opsrag answering