Broadridge Invests in DeepSee, Further Harnessing Agentic AI to Transform Post-trade Operations
MWN-AI** Summary
Broadridge Financial Solutions, a global leader in fintech, has announced a strategic investment in DeepSee, a Utah-based firm specializing in agentic AI technology, marking a significant advancement in Broadridge's commitment to enhance post-trade operations through AI and improved data harmonization. This investment not only grants Broadridge a minority stake in DeepSee but also sees Tom Carey, Broadridge's President of Global Technology and Operations, joining DeepSee's Board of Directors, highlighting their collaborative efforts to innovate within capital markets.
The partnership is initially focused on integrating AI-powered email orchestration into post-trade workflows. This transition aims to transform conventional email handling into intelligent automation, which can streamline operations and boost productivity for post-trade teams. According to Carey, this collaboration underscores Broadridge's drive to implement solutions that reduce risk, enhance compliance, and ultimately improve the client experience.
DeepSee's CEO, Steve Shillingford, articulated the vision of leveraging AI agents to create actionable outcomes in financial services, intending to revolutionize complex processes into efficient, production-ready scenarios. By embedding AI into tasks such as fails research and inventory optimization, Broadridge aims to simplify the intricate ecosystems of capital markets, resulting in better decision-making and efficiency.
Notably, the solution provides multiple benefits, including increased productivity through workflow automation, enhanced resource optimization by categorizing and prioritizing emails effectively, and greater transparency via real-time operational dashboards. Already implemented across Broadridge's Business Process Outsourcing Operations, this innovative AI approach is designed to empower clients to optimize their operations and significantly reduce manual processes, paving the way for a more resilient and efficient future in post-trade operations.
MWN-AI** Analysis
Broadridge Financial Solutions Inc. (NYSE: BR) has recently made a strategic investment in DeepSee, a move that underscores the growing importance of AI capabilities within the financial services sector. This partnership aims to enhance Broadridge’s post-trade operations and optimize workflows through agentic AI technology, particularly focusing on AI-powered email orchestration.
From a market perspective, this collaboration could be a game-changer in the post-trade processing landscape, where efficiency and accuracy are critical. By integrating AI into daily operations, Broadridge reduces manual processes, enabling quicker decision-making and improved compliance. Investors should take note of Broadridge's ambition to leverage AI to drive down operational costs while enhancing service delivery to its clients.
This investment is particularly relevant in the current climate, as the financial industry grapples with increasing regulatory pressures, the need for transparency, and demands for improved client engagement. The automation of routine email handling not only streamlines operations but also frees up valuable resources to focus on higher-value tasks. Given that Broadridge handles over $15 trillion in trades daily, any enhancement in efficiency could translate into significant competitive advantages.
Investors in Broadridge should consider this move as a sign of future growth, not just in terms of revenue but also in increased market share. The focus on AI aligns with broader industry trends toward digital transformation, making Broadridge a potential leader in this space.
In conclusion, this strategic investment in DeepSee reflects Broadridge’s commitment to innovation and operational excellence. Stakeholders should monitor the rollout and effectiveness of these AI solutions closely, as they could redefine operational benchmarks in capital markets, positioning Broadridge as a pioneer in the evolving landscape.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
Investment accelerates innovation in capital markets, enhancing efficiency, compliance, and client service– starting with AI-powered email orchestration
NEW YORK, Jan. 8, 2026 /PRNewswire/ -- Building on its strategy to harness AI and harmonized data to optimize global post-trade operations, global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR), today announced a strategic investment and expanded partnership with DeepSee, a leader in agentic AI technology based in Utah, U.S. The agreement includes Broadridge taking a minority ownership stake in DeepSee and marks a significant milestone in Broadridge's strategy to leverage AI and harmonized data to optimize global post-trade operations.
Along with the investment, Tom Carey, President of Broadridge Global Technology and Operations (GTO), will join DeepSee's Board of Directors, further aligning the two companies' shared commitment to accelerating AI transformation across capital markets. The collaboration will initially focus on deploying AI-powered email orchestration, turning traditional inboxes into intelligent, automated workflows for post-trade operations teams.
"This latest investment and partnership underscores Broadridge's commitment to delivering innovative AI-powered solutions that transform operations, reduce risk, and enhances the client experience," said Tom Carey, President of Broadridge Global Technology and Operations. "Working with DeepSee, we are bringing agentic AI directly into post-trade workflows, helping clients move from manual email handling to intelligent automation—unlocking new levels of productivity and operational resilience."
Broadridge is a leading provider of post-trade processing technology, clearing over $15T in daily trades across global markets every day. By embedding AI into workflows such as fails research, inventory optimization, and now email orchestration, Broadridge is further empowering clients to simplify complex ecosystems, improve decision-making, and unlock new levels of efficiency.
"From the beginning, DeepSee's vision has been to leverage the power of AI agents to transform the complex processes of financial services into actionable outcomes that drive immediate, production-ready business impact," said Steve Shillingford, CEO and Founder of DeepSee. "Working with Broadridge enables us to scale that vision globally, bringing AI innovation directly to the core of capital markets operations. Together, we are helping firms dramatically reduce manual processes, improve client responsiveness, and unlock new levels of efficiency."
Together, Broadridge and DeepSee are redefining post–trade operations by transforming in-bound email requests into connected workflows where AI agents, systems, and people operate seamlessly together. Pre-trained and pre-configured agents power automated operations and industry-specific AI capabilities convert communications into real actions—delivering faster responses, stronger compliance, and measurable operational results.
Key benefits of the AI solution include:
- Increased productivity: Automates workflows by connecting to underlying systems to retrieve critical data and enhances efficiency through intelligent organization, prioritization, and drafting of emails
- Smarter resource optimization: Elimination of unnecessary emails, AI based categorization of work types and prioritization of importance of emails powered by insights into email volume and trends, enables proactive workload management and freeing teams for higher-value work.
- Enhanced transparency and supervision: Real-time dashboards display SLA metrics, operational trends, and actionable insights across teams.
The solution has already been deployed across Broadridge's Business Process Outsourcing Operations which serves over 60 clients. The solution is also integrated with Broadridge post-trade capabilities providing the opportunity for firms to deploy with-in their own four walls with the Broadridge Platform or on a standalone basis.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
For more information about us, please visit www.broadridge.com.
About DeepSee
DeepSee is the control plane for agentic operations in financial services. We help banks and capital markets firms convert fragmented, manual workflows into software-defined services—powered by AI agents that plan, orchestrate, and execute across applications and teams. Built for production operations, DeepSee delivers secure integration, robust governance, continuous evaluation, and human oversight—so you can scale from experimentation to enterprise-wide transformation.
For more information about DeepSee, please visit www.deepsee.ai.
Broadridge Contacts:
Investor Relations
broadridgeir@broadridge.com
Media Relations
Gregg.rosenberg@broadridge.com
SOURCE Broadridge Financial Solutions, Inc.
FAQ**
How does Broadridge Financial Solutions Inc. (Common Stock BR) plan to measure the impact of its investment in DeepSee on productivity and operational efficiency in post-trade operations?
What specific metrics will be used to evaluate the performance improvements associated with the AI-powered email orchestration solution developed through the partnership between Broadridge Financial Solutions Inc. (Common Stock BR) and DeepSee?
How does Broadridge Financial Solutions Inc. (Common Stock BR) intend to address potential compliance challenges arising from automating workflows and email management as they integrate DeepSee's AI technology?
In what ways will the collaboration with DeepSee enhance Broadridge Financial Solutions Inc. (Common Stock BR)'s ability to respond to evolving client needs and market demands within the capital markets sector?
**MWN-AI FAQ is based on asking OpenAI questions about Broadridge Financial Solutions Inc. (NYSE: BR).
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