Case Study: RBC Brewin Dolphin streamlines client review preparation with Databricks

Helping Financial Planners gather review insights for client meetings

RBC Brewin Dolphin needed a faster, more reliable way to prepare for annual client review meetings, as key information was spread across CRM systems, trading data, advisor notes, and uploaded documents. To streamline this process, RBC Brewin Dolphin turned to Databricks and its Data Intelligence Platform, including Delta Lake and Unity Catalog, to unify structured and unstructured data while meeting strict compliance and privacy needs.

Databricks helped RBC Brewin Dolphin automate document parsing, insight extraction, and report generation with GenAI pipelines, a custom Databricks app, and RAG-powered search. The result is a more standardized and efficient review process that can save an estimated 4,700 hours per year, while enabling faster, more auditable client preparation with traceable outputs for advisors.

RBC Brewin Dolphin

David Elliott

Lead Data Scientist