Financial ServicesLarge Language ModelsPublic Cloud

Accelerating client strategy success with AI-powered insights

EY-ParthenonDatabricks Data + AI Platform · Unity Catalog · Delta Lake +6

EY-Parthenon built an AI-powered platform on Databricks using fine-tuned models, AI Search/RAG and an agent framework to automate KPI extraction from hundreds of thousands of unstructured M&A documents, cutting insight-extraction time from weeks to hours and delivering 30-50% efficiency gains.

Overview

EY-Parthenon built an AI-powered platform on Databricks using fine-tuned models, AI Search/RAG and an agent framework to automate KPI extraction from hundreds of thousands of unstructured M&A documents, cutting insight-extraction time from weeks to hours and delivering 30-50% efficiency gains.

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The challenge

EY-Parthenon advises on thousands of high-stakes engagements annually, generating massive volumes of structured and unstructured client data. Before the Databricks Data + AI Platform, insights were trapped in PDFs and spreadsheets, requiring weeks to extract.

The solution

EY-Parthenon built an AI-powered platform on Databricks that automates document processing and KPI extraction at scale: Unity Catalog governs access and compliance across the global data estate, large language models sanitize documents of sensitive information, and a combination of fine-tuned models, AI Search (for retrieval-augmented generation) and an agent framework extracts KPIs from hundreds of thousands of unstructured documents, stored in Delta tables and made queryable through Genie spaces.

Large Language ModelsRetrieval-Augmented GenerationAgentic AIDocument Intelligence

Reported business value

EY-Parthenon cut the time needed to collect, sanitize and analyze engagement data from weeks to hours, and achieved 30%-50% efficiency gains that accelerate client decision-making and unlock new opportunities.

Sources

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This record was researched and written with AI assistance, and its claims were checked against the sources above. (EU AI Act art. 50 transparency notice.)

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