Broadridge Financial Solutions, Inc (NYSE:BR) announced a strategic investment in DeepSee, a firm that enables agentic AI-powered operations for financial services workflows, based in Utah. This partnership, revealed on January 8, 2026, grants Broadridge a minority ownership stake in DeepSee and enhances its commitment to optimizing global post-trade operations through AI and harmonized data.
Tom Carey, President of Broadridge Global Technology and Operations, will join DeepSee’s Board of Directors. The collaboration will initially emphasize AI-powered email orchestration to turn inbox requests into automated workflows for post-trade operations teams.
Broadridge processes over $15 trillion in daily trades across global markets and aims to simplify complex systems for clients while embedding AI in workflows such as fails research and inventory optimization.
Steve Shillingford, CEO of DeepSee, stated that their partnership will enable the scaling of AI innovation directly into capital markets operations, enhancing efficiency and client responsiveness.
The AI solution has already been deployed in Broadridge’s Business Process Outsourcing Operations, which serves more than 60 clients. It is also integrated within Broadridge's post-trade capabilities, allowing flexibility for firms to utilize the solution independently or with the Broadridge Platform.
#Investor Takeaway
This investment positions Broadridge to enhance AI capabilities in post-trade operations.
#What’s Next
Investors should monitor Broadridge’s upcoming earnings report and developments in AI integrations within their operational frameworks.