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Broadridge Launches Agentic AI for Capital Markets to Cut Operational Costs by 30%

agentic AI for capital markets

Broadridge Financial Solutions has launched its agentic AI capabilities for production use across capital markets and wealth management operations. The deployment of these autonomous software agents aims to resolve complex operational exceptions in financial workflows without requiring constant human oversight. According to the company, new clients utilizing the platform can achieve a 30% reduction in operational costs from the first day of implementation.

The system is currently live and handles critical tasks such as trade fails management, break resolution, and real-time valuation exception handling. By automating these high-volume, manual processes, the agentic AI for capital markets platform allows financial institutions to redirect human capital toward higher-value strategic initiatives. Broadridge developed the technology on a proprietary financial services data ontology that normalizes data across millions of monthly transactions, ensuring consistency across disparate systems.

Operational Efficiency and Scale

The rollout follows extensive testing with over 40 clients within Broadridge's managed services environment. This large-scale validation demonstrates the platform's ability to handle institutional-grade workloads. The agentic AI for capital markets solution specifically targets the friction points in trade lifecycles and account opening procedures, where delays often lead to increased risk and capital requirements.

Broadridge has designed the agents to operate within existing regulatory frameworks, providing a layer of autonomous logic that can interpret and act on financial data. This move signals a shift from traditional robotic process automation (RPA) toward more flexible, reasoning-based AI that can handle non-standard exceptions. The integration of a standardized data ontology is a key component, as it provides the necessary context for the AI agents to make accurate decisions without manual data mapping.

The deployment comes as financial institutions face mounting pressure to modernize legacy infrastructure while managing rising compliance costs. By providing a production-ready agentic framework, Broadridge is positioning itself as a central provider for autonomous financial operations. The company expects the technology to scale further as more workflows are onboarded to the normalized data layer.

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