{"id":245190,"date":"2026-05-13T11:31:00","date_gmt":"2026-05-13T15:31:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/13\/broadridge-deploys-agentic-ai-across-wealth-markets\/"},"modified":"2026-05-13T11:50:15","modified_gmt":"2026-05-13T15:50:15","slug":"broadridge-deploys-agentic-ai-across-wealth-markets","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/13\/broadridge-deploys-agentic-ai-across-wealth-markets\/","title":{"rendered":"Broadridge Deploys Agentic AI Across Wealth Markets"},"content":{"rendered":"<p><a href=\"https:\/\/www.wealthmanagement.com\/artificial-intelligence\/broadridge-deploys-agentic-ai-across-wealth-capital-markets\">Broadridge Deploys Agentic AI Across Wealth Markets<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthmanagement.com\/artificial-intelligence\/broadridge-deploys-agentic-ai-across-wealth-capital-markets\">https:\/\/www.wealthmanagement.com\/artificial-intelligence\/broadridge-deploys-agentic-ai-across-wealth-capital-markets<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-13 11:31:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.wealthmanagement.com\">www.wealthmanagement.com<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><span class=\"ContentText ContentText_variant_bodyNormal\" data-testid=\"content-text\">Global financial technology provider Broadridge Financial Solutions has deployed agentic AI capabilities in production across its products, supporting wealth management workflows and capital markets.<\/span><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><span class=\"ContentText ContentText_variant_bodyNormal\" data-testid=\"content-text\">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\u2019s two business models for offering the technology, including a fully managed service or a standalone platform deployment into a firm\u2019s existing infrastructure.<\/span><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><span class=\"ContentText ContentText_variant_bodyNormal\" data-testid=\"content-text\">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.<\/span><\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\"><span data-testid=\"related-article-title\" class=\"RelatedArticle-Title\">Related:<\/span>MirrorWeb Launches Mira AI Agent for Advisor Compliance<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><span class=\"ContentText ContentText_variant_bodyNormal\" data-testid=\"content-text\">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\u2019s AI-native workflow automation partner. DeepSee, founded in 2019, is an artificial intelligence provider specializing in knowledge process automation for regulated financial industries.<\/span><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><span class=\"ContentText ContentText_variant_bodyNormal\" data-testid=\"content-text\">Broadridge has built the agentic platform on top of its financial services data ontology\u2014a formal model of financial services concepts and their relationships to one another\u2014which draws on the company\u2019s more than 60 years of operational experience and $15 trillion in daily trading activity and billions of transactions processed annually across multiple asset classes, according to the company.<\/span><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><span class=\"ContentText ContentText_variant_bodyNormal\" data-testid=\"content-text\">As part of its announcement, Broadridge has also claimed to be the first to create a completed, proprietary, operationally&#8230;<\/span><\/p>\n<p><a href=\"https:\/\/www.wealthmanagement.com\/artificial-intelligence\/broadridge-deploys-agentic-ai-across-wealth-capital-markets\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Broadridge Deploys Agentic AI Across Wealth Markets https:\/\/www.wealthmanagement.com\/artificial-intelligence\/broadridge-deploys-agentic-ai-across-wealth-capital-markets Publish Date: 2026-05-13 11:31:00 Source Domain: www.wealthmanagement.com&#8230;<\/p>\n","protected":false},"author":1,"featured_media":245191,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/eu-images.contentstack.com\/v3\/assets\/bltabaa95ef14172c61\/blt128428f31905bbe5\/673483142a4b1637a758ec63\/broadridge-office.png?disable=upscale&width=1200&height=630&fit=crop","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-245190","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/245190"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=245190"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/245190\/revisions"}],"predecessor-version":[{"id":245192,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/245190\/revisions\/245192"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/245191"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=245190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=245190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=245190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}