Nasdaq eVestment Data Now on Databricks Marketplace

2026-02-26 · Source: Databricks · Field: Technology & Digital — Artificial Intelligence & Machine Learning, Data Science & Analytics, Software Development & Engineering · Depth: Intermediate, medium

Summary

Nasdaq eVestment data is now accessible through Delta Sharing on Databricks Marketplace, offering live, query-ready access to comprehensive institutional investor data. This integration allows asset managers to automate mandate discovery using "Next Best Action" (NBA) scoring, which ranks opportunities based on win probability. By unifying third-party intelligence with internal CRM and performance data on the Databricks platform, sales teams can accelerate sales preparation, personalize client engagement, and manage pipelines dynamically. The system provides daily updates on new mandates and investor activity, enabling real-time analytics and AI-powered meeting intelligence through tools like Databricks Genie, which synthesizes investor preferences and mandate requirements into concise briefing documents.

Key takeaway

For asset management distribution leaders seeking to improve sales efficiency and win rates, integrating Nasdaq eVestment data on Databricks Marketplace allows for automated, AI-powered mandate discovery and real-time sales preparation. You can unify disparate data sources to focus on high-probability opportunities, reducing manual research time by over 80% and enabling quicker, more personalized client engagement to secure mandates faster.

Key insights

Integrating institutional investment data with internal systems streamlines mandate discovery and enhances sales efficiency.

Principles

• Unify external and internal data for holistic views.
• Automate opportunity scoring to prioritize high-probability leads.

Method

Nasdaq eVestment data is delivered as governed Delta tables via Delta Sharing into a Databricks lakehouse, where it's joined with CRM and performance data for AI-powered analytics and workflow automation.

In practice

• Use NBA scoring to rank institutional mandates.
• Generate mandate-specific briefings with AI agents.
• Monitor new mandates continuously for timely alerts.

Topics

• Nasdaq eVestment
• Databricks Marketplace
• Delta Sharing
• Institutional Investment Data
• Next Best Action Scoring

Best for: Executive, Product Manager, AI Product Manager, Data Scientist, Data Engineer

Related on AIssential

• Beyond the spreadsheet: how Databricks is delivering the modern CFO in Financial Services — Modern CFOs must transition from operational reporting to strategic leadership, enabled by unified, real-time data and AI platforms.
• Best Stock APIs in 2026 - An In-Depth Review — Reliable, legitimately licensed stock market data APIs are critical infrastructure for AI-driven financial systems.
• How FSIs eliminate silos between clients, operations, and finance — A unified data platform and embedded AI streamline financial workflows from strategy to ledger, enhancing speed and control.
• Databricks nears $5bn equity raise at $134bn valuation — Databricks secured $7B in funding at a $134B valuation to expand its AI-driven data platform offerings.
• Databricks says it solved the decades-old data pipeline problem that's been slowing AI agents — Databricks unifies transactional and analytical data at the storage layer, enabling millisecond latency for AI agents.
• Exploring Databricks Genie: A PoC for Next-Level Data Insights — Databricks Genie simplifies data analytics by translating natural language queries into SQL, making data insights accessible to all users.

Open in AIssential →

Editorial summary, takeaway, and curation by AIssential. Original article published by Databricks.