{"slug":"accelerating-client-strategy-success-with-ai-powered-insights","url":"https://findausecase.com/use-cases/accelerating-client-strategy-success-with-ai-powered-insights","title":"Accelerating client strategy success with AI-powered insights","description":"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.","company":"EY-Parthenon","industry":"Financial Services","aiCapabilities":["Large Language Models","Retrieval-Augmented Generation","Agentic AI","Document Intelligence"],"technology":["Databricks Data + AI Platform","Unity Catalog","Delta Lake","Genie spaces","AI Search","Agent Bricks","Databricks SQL","Lakeflow Jobs","AI Gateway"],"deployment":"Public Cloud","problemStatement":"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.","solutionApproach":"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.","businessValue":"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.","evidence":{"band":"high"},"sourceUrl":"https://www.databricks.com/customers/ey-parthenon","dates":{"publishedAt":"2026-09-09T09:01:14.718Z","publishedAtSource":"pipeline","updatedAt":"2026-09-09T09:01:14.718Z"},"license":"Open for reading and citing with a link to https://findausecase.com/use-cases/accelerating-client-strategy-success-with-ai-powered-insights. Bulk republication requires permission."}