Broadridge Rolls Out Agentic AI to Automate Advisory and Post‐Trade Processes
BRBR•
Broadridge has deployed its agentic AI platform across its wealth management and capital markets operations, automating key advisory and post‐trade processes. The rollout integrates AI‐driven analytics into existing platforms to enhance processing speed and reduce manual workflows.
1. Deployment Scope
Broadridge has deployed its agentic AI platform across its wealth management and capital markets divisions, integrating the technology into its core advisory and trade processing systems to standardize automation.
2. Strategic Implications
The initiative is designed to reduce manual workloads, accelerate transaction processing and support scalable client service delivery as part of Broadridge’s wider digital transformation efforts.
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