Broadridge Financial Solutions has acquired a minority ownership position in DeepSee, a Utah-based firm specializing in agentic AI, and will begin deploying automated email orchestration tools across its post-trade processing operations.

Broadridge Takes Stake in DeepSee to Automate Post-Trade Email Workflows

Tom Carey, president of Broadridge Global Technology and Operations, will join DeepSee's board of directors as part of the arrangement. The partnership initially targets email management for operations teams handling fails research and inventory optimization tasks.

"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," Carey said.

• Broadridge Acquires Canada’s Wealth Management Solution Provider
• Broadridge Expands OTC Derivatives Reporting in Australia and Singapore

"Working with DeepSee, we are bringing agentic AI directly into post-trade workflows, helping clients move from manual email handling to intelligent automation Automation Automation is defined as the procedure of making an apparatus, a process, or a system to operate by mechanical or electronic devices that replace human labor. Additionally, automation is also sometimes referred to as mechanization or robotization. For example, employees have many costly needs, including government regulations. However, robotic workers don’t need much other than some routine maintenance and the occasional bug fix for an equipment malfunction or software bug. There is no overtime Automation is defined as the procedure of making an apparatus, a process, or a system to operate by mechanical or electronic devices that replace human labor. Additionally, automation is also sometimes referred to as mechanization or robotization. For example, employees have many costly needs, including government regulations. However, robotic workers don’t need much other than some routine maintenance and the occasional bug fix for an equipment malfunction or software bug. There is no overtime Read this Term, unlocking new levels of productivity and operational resilience."

The investment comes as financial institutions face mounting pressure to demonstrate returns on AI spending after several years of experimentation. Industry executives at the Finance Magnates London Summit warned that firms not actively deploying AI risk falling behind competitors.

Email Inboxes Converted to Automated Workflows

Broadridge processes over 15 trillion dollars in daily trades and already operates AI-enhanced tools through its OpsGPT platform for settlement efficiency. The DeepSee technology converts incoming email requests into connected workflows where AI agents, systems, and human operators function together.

Pre-trained agents automate routine operations while industry-specific AI capabilities turn communications into actions, according to the companies. The system provides real-time dashboards showing service level agreement metrics, operational trends, and team performance data.

Broadridge has deployed the solution across its business process outsourcing operations, which serve more than 60 clients. The technology integrates with Broadridge's existing post-trade capabilities and can be implemented either through the Broadridge platform or as a standalone system.

"From the beginning, DeepSee's vision has been to leverage Leverage In financial trading, leverage is a loan supplied by a broker, which facilitates a trader in being able to control a relatively large amount of money with a significantly lesser initial investment. Leverage therefore allows traders to make a much greater return on investment compared to trading without any leverage. Traders seek to make a profit from movements in financial markets, such as stocks and currencies.Trading without any leverage would greatly diminish the potential rewards, so traders In financial trading, leverage is a loan supplied by a broker, which facilitates a trader in being able to control a relatively large amount of money with a significantly lesser initial investment. Leverage therefore allows traders to make a much greater return on investment compared to trading without any leverage. Traders seek to make a profit from movements in financial markets, such as stocks and currencies.Trading without any leverage would greatly diminish the potential rewards, so traders Read this Term 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.

Automation Pressure Builds Across Financial Operations

Multiple firms have launched AI agent products for financial services in recent months. Retail platform Public introduced an automated trading feature allowing users to build portfolios through text prompts, while SAP Fioneer deployed AI agents for banks and insurers.

Broadridge, which generates over 7 billion communications annually and employs more than 15,000 people across 21 countries, has been expanding its technology leadership. The company hired former JPMorgan executive Munish Gautam to oversee trading platforms last year.

Financial firms are also exploring blockchain-based settlement systems, which have begun processing higher volumes than some crypto-native products in fixed-income markets.