We are at an inflection point
We are at a point where artificial intelligence is allowing us to fundamentally reimagine how work gets done — driving more productivity for our bankers and greater value for our clients in every interaction. At RBC Capital Markets, we are leading the way in transforming Global Investment Banking through our AI-enabled AidenBanker platform, and that transformation starts by bringing AI to where bankers already work.
Clients increasingly expect deeper insights, faster responses and more strategic advice. Meeting those expectations isn't about asking bankers to work harder in unfamiliar systems. It requires fundamentally changing how they spend their time and where they focus their expertise — and making the technology invisible enough that it simply becomes part of the job. The measure that matters is not internal efficiency; it is faster time-to-value for the client: not the same deliverable arriving sooner, but a superior one.
AidenBanker is built on our proprietary Aiden platform — the same AI infrastructure powering innovation across every line of our business. It reflects a deliberate, firm-wide commitment to an AI-forward culture: one where the technology recedes into the background and our people come forward, sharper and faster for clients. These are not incremental improvements. They are a shift in how RBC Capital Markets competes.
"This isn't a technology story — it's a compete story. We're giving our bankers proprietary AI that makes them faster and sharper for clients. Talent amplified by AI is how we win."
Bobby Grubert, Head of AI & Digital Innovation, RBC Capital Markets
The solution: specialized AI built on unified data
Designed with security and governance at its core, AidenBanker is a suite of purpose-built capabilities backed by a unified data infrastructure that pairs live market data with deep client intelligence. Each earns its place the same way: by proving the acceleration flows through to the client.
Pitchbook Creator automates the production workflow end-to-end — speeding up production time with output that is production-ready and accessible wherever a banker works. Clients receive tailored, insight-rich pitchbooks in days, not weeks, so strategic conversations start sooner and on sharper material.
Client Meeting Prep, powered by RBC's Client 360 data, assembles recent client activity, strategic priorities, RBC relationship history, and relevant market context. This accelerates banker prep and compile time — transforming time-to-value for our clients with original insights. The banker arrives with a synthesized, forward-looking view, enabling client conversations focused on strategy, rather than status updates.
Aiden for Excel brings the same approach into the spreadsheet where bankers spend most of their day. It builds and extends models directly in Excel — populating templates, wiring formulas, running scenario iterations — allowing bankers to construct models faster and spend more time with clients. The design principle is that the best technology is the technology you don't notice: there is no separate application to open and no workflow to adopt. Aiden works inside the spreadsheet bankers already live in, so adoption is not a change-management exercise — it is a better version of the day they already have. Faster builds mean more passes, not fewer: bankers test more scenarios before a client's decision window closes, delivering rigor and speed rather than a trade-off between them.
Across all three, the human-in-the-loop principle is the same: AI handles data assembly and production while bankers retain full strategic judgment. The recaptured time is reinvested into the strategic thinking, analysis and execution excellence that differentiates RBC Capital Markets.
What began as a pilot program is now in production and scaling across Global Investment Banking.
Transforming daily work
The point of bringing AI to where teams work is not a single metric — it is a change in the texture of the working day. Across our organization, we are building an AI-forward culture that allows our teams to deliver sharper analysis, build stronger relationships, and give higher-value advice to clients. Bankers spend less time assembling and more time thinking — and that is what turns productivity gains into client outcomes.
“The efficiency gains are real, but what matters most is what our bankers are doing with the time they've recovered.”
Christina Lee, COO, Global Investment Banking, RBC Capital Markets
Technology is only part of the story. Our advantage comes from combining proprietary AI with the expertise, judgment and relationships that have always defined the firm.
"These tools are changing the way we work and how we deliver value for our clients — faster prep, greater insight, and the ability to drive more strategic thinking."
Matthew Stopnik, Head of Global Investment Banking, RBC Capital Markets
