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Global financial technology provider Broadridge Financial Solutions has deployed agentic AI capabilities in production across its products, supporting wealth management workflows and capital markets. Broadridge also claims to provide new clients with up to 30% immediate operational cost reduction by adopting its agentic AI across either of the company’s two business models for offering the technology, including a fully managed service or a standalone platform deployment into a firm’s existing infrastructure. According to Broadridge, the capabilities have been tested through production deployments across more than 40 clients since 2024, which included processing millions of operational transactions monthly across post-trade, account management and client services workflows.
The agentic AI software autonomously analyzes, prioritizes and resolves operational exceptions without constant human instruction, according to the company. Capabilities now in production include automated trade fail management and break resolution, account opening and maintenance workflows, real-time valuation exception handling, and customer inquiry automation and email workflow processing, in partnership with DeepSee, Broadridge’s AI-native workflow automation partner. DeepSee, founded in 2019, is an artificial intelligence provider specializing in knowledge process automation for regulated financial industries.