Broadridge deploys agentic AI
11 May 2026 US, UK
Image: PBStudio/adobe.stock.com
Broadridge has announced that its agentic AI capabilities — software that autonomously analyses, prioritises, and resolves operational exceptions without constant human instruction — are live in production, spanning capital markets and wealth management workflows.
The firm says new clients can achieve up to 30 per cent day one operational cost reduction through two AI partnership paths: full managed services, where Broadridge runs operations end-to-end, or standalone deployment of its’ agentic platform, and technology directly into the firm’s own infrastructure.
For firms seeking full operational transformation, Broadridge’s managed services model delivers end-to-end operations — combining domain expertise, staffing, and agentic technology under one partnership.
For firms deploying agentic intelligence within their own operations, Broadridge’s platform integrates into existing infrastructure via open-standard APIs — with access to the same production-grade capabilities.
Broadridge’s AI agents chain together real-time data and operational context to analyse issues, prioritise exceptions, and initiate resolution — reducing manual burden and refocusing human expertise on complex cases, client service, and risk-reduction.
The firm says new clients can achieve up to 30 per cent day one operational cost reduction through two AI partnership paths: full managed services, where Broadridge runs operations end-to-end, or standalone deployment of its’ agentic platform, and technology directly into the firm’s own infrastructure.
For firms seeking full operational transformation, Broadridge’s managed services model delivers end-to-end operations — combining domain expertise, staffing, and agentic technology under one partnership.
For firms deploying agentic intelligence within their own operations, Broadridge’s platform integrates into existing infrastructure via open-standard APIs — with access to the same production-grade capabilities.
Broadridge’s AI agents chain together real-time data and operational context to analyse issues, prioritise exceptions, and initiate resolution — reducing manual burden and refocusing human expertise on complex cases, client service, and risk-reduction.
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