Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, has made a strategic investment in DeepSee, a specialist in agentic AI technology. This includes taking a minority ownership stake and expanding their partnership to advance AI-driven optimizations in post-trade operations using harmonized data.
The collaboration strengthens Broadridge's approach to embedding agentic AI into capital markets operations. Tom Carey, President of Broadridge Global Technology and Operations, will join DeepSee's Board of Directors to guide joint efforts in accelerating AI transformation.
Initial deployments target turning traditional email inboxes into intelligent, automated workflows for post-trade teams, converting inbound requests into connected processes where AI agents interact seamlessly with systems and personnel.
"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."
The joint solution leverages pre-trained AI agents to automate operations, categorize and prioritize emails, retrieve data from underlying systems, and draft responses. Key advantages include boosted productivity through workflow automation, smarter resource allocation by reducing unnecessary communications and providing workload insights, and improved transparency via real-time dashboards tracking SLA metrics and trends.
"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."
Broadridge processes over $15 trillion in daily trades globally, and this integration enhances capabilities in areas like fails research and inventory optimization, promoting compliance, faster responses, and operational resilience.
The AI email orchestration solution is operational in Broadridge's Business Process Outsourcing for over 60 clients and can be deployed via Broadridge's post-trade platform or independently.
Broadridge and DeepSee's partnership advances agentic AI applications in financial services, streamlining complex post-trade ecosystems for greater efficiency and decision-making.
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.
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.
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