Building on its strategy to harness AI and harmonized data to optimize global post-trade operations, global Fintech leader Broadridge Financial Solutions Inc. announced a strategic investment and expanded partnership with DeepSee, a leader in agentic AI technology based in Utah, U.S. The agreement includes Broadridge taking a minority ownership stake in DeepSee and marks a significant milestone in Broadridge's strategy to leverage AI and harmonized data to optimize global post-trade operations.

Along with the investment, Tom Carey, President of Broadridge Global Technology and Operations (GTO), will join DeepSee's Board of Directors, further aligning the two companies' shared commitment to accelerating AI transformation across capital markets. The collaboration will initially focus on deploying AI-powered email orchestration, turning traditional inboxes into intelligent, automated workflows for post-trade operations teams.

"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," said Tom Carey, President of Broadridge Global Technology and Operations. "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."

Broadridge is a leading provider of post-trade processing technology, clearing over $15T in daily trades across global markets every day. By embedding AI into workflows such as fails research, inventory optimization, and now email orchestration, Broadridge is further empowering clients to simplify complex ecosystems, improve decision-making, and unlock new levels of efficiency.

"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," said Steve Shillingford, CEO and Founder of DeepSee. "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."

Together, Broadridge and DeepSee are redefining post–trade operations by transforming in-bound email requests into connected workflows where AI agents, systems, and people operate seamlessly together. Pre-trained and pre-configured agents power automated operations and industry-specific AI capabilities convert communications into real actions—delivering faster responses, stronger compliance, and measurable operational results.