Broadridge Financial Solutions Partners with DeepSee to Transform Post-Trade Operations with AI

Broadridge Financial Solutions Partners with DeepSee to Revolutionize Post-Trade Operations

Broadridge Financial Solutions Inc., a prominent player in the fintech landscape, announces a strategic investment and partnership with DeepSee, a Utah-based firm specializing in agentic AI technology. This collaboration represents a pivotal move in Broadridge's ongoing strategy to harness artificial intelligence and integrated data to refine its global post-trade operations. As part of the agreement, Broadridge acquires a minority stake in DeepSee, marking a commitment to innovation in the financial sector. Tom Carey, President of Global Technology and Operations at Broadridge, joins DeepSee's Board of Directors, emphasizing the importance of this partnership in shaping the future of financial services.

The initial focus of the collaboration revolves around implementing AI-powered email orchestration to transform conventional inboxes into automated workflows. With Broadridge processing over $15 trillion in daily trades, the need for efficiency is paramount. By reducing the manual handling of emails, the partnership aims to boost productivity and enhance operational resilience within post-trade teams. This move aligns with Broadridge's commitment to developing AI-driven solutions that not only streamline operations but also mitigate risks and enhance the overall client experience. Tom Carey underscores that this investment is part of a broader vision to provide innovative solutions that cater to the evolving demands of the capital markets.

DeepSee's CEO, Steve Shillingford, reinforces the potential of this collaboration, stating that it will help to scale their vision of utilizing AI to simplify complex financial services processes into actionable outcomes. By integrating AI into various workflows, such as fails research and inventory optimization, the partnership seeks to enhance decision-making and unlock greater efficiency in capital markets operations. The goal is to create a seamless interplay between AI agents and human operators, transforming inbound email requests into efficient, connected workflows. This innovative approach is expected to significantly improve client responsiveness and operational effectiveness, setting a new standard for post-trade operations in the financial services industry.

In addition to the operational enhancements, this partnership signals a broader trend within the fintech industry, where companies increasingly adopt AI technologies to streamline processes and improve service delivery. Broadridge’s investment in DeepSee reflects a growing recognition of the need for intelligent solutions that can adapt to the complexities of modern financial transactions.

As the collaboration progresses, stakeholders in the financial sector will be keenly observing the outcomes, anticipating that the integration of AI will not only redefine operational efficiency but also foster a more responsive and agile trading environment.