Building a Data Marketplace for Investment Teams Using Agent-powered Conversational Analytics

Ares set out to modernize how data moves across the firm to a unified, governed data marketplace that could serve investment professionals, operations and finance. We’ll walk through Ares’ journey building a consolidated data delivery platform and how we extended it with a conversational user interface for data discovery and data intelligence.

We’ll cover the architectural choices that enabled our different investment strategies to share common data products without sacrificing autonomy or security. You’ll learn how Ares used Unity Catalog to implement a scalable governance model, by standardizing data ownership, access controls, and lineage.

Finally, we’ll show how we used agents to deliver insight and analytics to end users and highlight best practices that helped the assistant better understand user intent and respond in a way that fits different audiences. Attendees will leave with practical patterns for operationalizing governance, data quality, and AI-assisted self-service.