Broadridge invests in DeepSee to scale agentic AI post-trade

January 9, 2026

Broadridge Financial Solutions, a global FinTech provider of post-trade processing technology, has announced a strategic investment and expanded partnership with DeepSee.

The agreement sees Broadridge take a minority ownership stake in DeepSee, marking a further step in its strategy to harness AI and harmonised data to optimise global post-trade workflows.

In addition to the investment, Tom Carey, president of Broadridge Global Technology and Operations, will join DeepSee’s board of directors. This move is intended to strengthen alignment between the two companies as they work to accelerate AI-driven transformation across capital markets operations.

The collaboration will initially centre on AI-powered email orchestration, enabling post-trade teams to move away from manual email handling and towards automated, workflow-driven operations. By embedding agentic AI directly into post-trade environments, the solution aims to improve productivity, reduce operational risk, and enhance client service.

Broadridge is a leading provider of post-trade processing technology, clearing over $15T in daily trades across global markets every day. The company continues to embed AI across workflows such as fails research, inventory optimisation, and email orchestration to help clients simplify complex operational ecosystems, improve decision-making, and unlock new efficiencies.

Together, Broadridge and DeepSee are working to redefine post-trade operations by converting inbound email requests into connected workflows where AI agents, systems, and people operate seamlessly. Pre-trained and pre-configured agents enable automated operations, while industry-specific AI capabilities convert communications into concrete actions that support faster responses, stronger compliance, and measurable operational outcomes.

Key benefits of the AI solution include increased productivity through automated data retrieval and intelligent email drafting, smarter resource optimisation driven by AI-based categorisation and prioritisation of work, and enhanced transparency via real-time dashboards showing SLA metrics and operational trends.

Broadridge president of global technology and operations Tom Carey said, “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. Working with DeepSee, we are bringing agentic AI directly into post-trade workflows, helping clients move from manual email handling to intelligent automation—unlocking new levels of productivity and operational resilience.”

DeepSee CEO and founder Steve Shillingford said, “From the beginning, DeepSee’s vision has been to leverage the power of AI agents to transform the complex processes of financial services into actionable outcomes that drive immediate, production-ready business impact.

“Working with Broadridge enables us to scale that vision globally, bringing AI innovation directly to the core of capital markets operations. Together, we are helping firms dramatically reduce manual processes, improve client responsiveness, and unlock new levels of efficiency.”