How Trusted GenAI is Transforming Data Access in Asset Management
Includes a Live Web Event on 07/16/2025 at 1:00 PM (EDT)
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The asset management industry is awash in data, yet extracting timely and actionable insights remains a significant challenge. Traditional data access methods often struggle with the sheer volume, velocity, and variety of information, leading to missed opportunities and inefficiencies.
This webinar, hosted by Vectara and NICSA, will explore how Generative AI (GenAI) is revolutionizing data access and fundamentally transforming the way investment professionals unlock critical insights. Attendees will learn how GenAI-powered solutions can dramatically improve the ability to query complex datasets using natural language, synthesize disparate information from both structured and unstructured sources, and generate concise, relevant summaries.
We will dive into practical applications, discuss the benefits of enhanced data accessibility for decision-making, and address key considerations for successful GenAI implementation in the asset management landscape.
Join us to discover how GenAI is empowering firms to move beyond data overload and achieve a new level of investment intelligence.
Learning Outcomes
- Enable natural language querying.
- Synthesize disparate information.
- Generate concise and trusted summaries.
This program is sponsored by:
CPE Credits Redeemable with NASBA
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study: Information Technology
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CE Credits Redeemable with Investments & Wealth Institute™ (IWI)
Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.
To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf.
The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.
CPEs Earned: 1
Continuing Education Topic:
Program Format: Live Webinar
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org
Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy
Sean Anderson (Moderator)
Head of Marketing
Vectara
Sean is a data, machine learning, and analytics marketer/practitioner/lover with a strong focus on innovative open-source ecosystems. He has been a key player in integral technological shifts, including the rise of cloud computing, open-source standardization, big data, and machine learning. Sean quickly became a go-to resource and speaker for data and analytics workloads focusing on technologies like machine learning, data science, data engineering, Apache Spark, Apache Hadoop, MongoDB, Redis, ElasticSearch, SQL and data warehousing. Recently, Sean has been immersed in the world of generative AI, tackling practical applications and on a mission to eliminate LLM hallucinations.
At Rackspace Hosting, Sean helped define the company brand around delivering cloud-based database services, including the launch of cloud data products for Hadoop, MongoDB, Elastic Search and Redis. At Cloudera, Sean was responsible for Apache Spark and data science marketing. He launched a new capability to bring common, open-source data science practices to distributed data with the introduction of The Cloudera Data Science Workbench. At StreamSets, Sean led programs and research around data engineering and data pipelines. This included authoring several definitive research products on the emerging discipline of DataOps. Sean managed a cross-functional team of product marketers, product-led growth marketers, and developer advocates. At Select Star, Sean was the foundational marketing hire and managed the company's content, analyst, and events strategies.
Sean is currently Head of Product Marketing at Vectara, managing the company's strategy for content, analyst relations, and community. Vectara is entering the market with one of the world's best retrieval and hallucination evaluation models.
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