Case Study: Rathbone Brothers achieves streamlined, compliant marketing approvals with Brandworkz

Rathbone Brothers - Customer Case Study

Rathbone Brothers PLC is a UK investment and wealth management firm with 1,400 staff across 15 offices, managing £47.3bn for clients. Faced with a paper-based, multi‑stakeholder marketing approval process—thousands of approval stages and hundreds of workflow projects each year—the firm struggled with slow turnarounds, rising risk of human error and limited visibility for compliance teams.

Rathbones digitized approvals by building PARC on Brandworkz, a fully branded hub that centralizes digital assets and implements complex, branching workflows. The change cut a 30‑step approval process down to 11, sped up time to market, reduced human error, improved compliance oversight and added a clear audit trail of who signed off on what and when.

Rathbones Brothers

Cole Walker

Marketing Operations Manager