{"id":213255,"date":"2026-05-13T11:31:00","date_gmt":"2026-05-13T15:31:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/13\/broadridge-deploys-agentic-ai-across-wealth-markets\/"},"modified":"2026-05-13T11:45:10","modified_gmt":"2026-05-13T15:45:10","slug":"broadridge-deploys-agentic-ai-across-wealth-markets","status":"publish","type":"post","link":"https:\/\/testing.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<ul>\n<li>\n<p><strong>Agentic AI Deployment<\/strong>: Broadridge Financial Solutions has integrated agentic AI solutions into its production, enhancing wealth management workflows and capital markets operations.<\/p>\n<\/li>\n<li>\n<p><strong>Cost Reduction<\/strong>: New clients adopting Broadridge\u2019s agentic AI experience an immediate operational cost reduction of up to 30%, available through either a fully managed service or standalone platform deployment.<\/p>\n<\/li>\n<li>\n<p><strong>Successful Trials<\/strong>: The system has been successfully tested in over 40 client deployments since 2024, managing millions of operational transactions monthly for post-trade, account management, and client services.<\/p>\n<\/li>\n<li>\n<p><strong>Autonomous Capabilities<\/strong>: The AI autonomously analyzes, prioritizes, and resolves operational exceptions without constant human intervention.<\/p>\n<\/li>\n<li>\n<p><strong>Partnerships and Capabilities<\/strong>: Broadridge has partnered with DeepSee for AI-native workflow automation, implementing capabilities such as automated trade fail management, account opening, and customer inquiry automation.<\/p>\n<\/li>\n<li>\n<p><strong>Financial Services Ontology<\/strong>: The agentic platform is built on Broadridge&#8217;s financial services data ontology, which leverages over 60 years of experience and $15 trillion in daily trading activity.<\/p>\n<\/li>\n<li>\n<p><strong>Industry First Ontology<\/strong>: Broadridge claims to have created a proprietary, completed operationally integrated ontology deployed at scale, and is considering making parts of this framework available as an open industry resource.<\/p>\n<\/li>\n<li>\n<p><strong>Broad Market Presence<\/strong>: Broadridge joins a growing number of firms in wealth management technology that have developed similar agentic platforms.<\/p>\n<\/li>\n<\/ul>\n<p><\/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: 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