Wealth Transformation Through
Agentic AI

How to Start, Scale, and Execute AI Agents for Maximum Impact

Wealth management firms are shifting technology investment from “run the business” to “change the business” — and agentic AI is emerging as a key catalyst.

Unlike traditional automation, agentic AI can plan, reason, and act across complex workflows, helping firms improve productivity, strengthen controls, and enhance client outcomes. Adoption is accelerating rapidly, with 74% of companies planning to deploy agentic AI within two years.

Broadridge sees AI agents as the digital workforce of the modern wealth enterprise.

In the white paper, Wealth Transformation Through Agentic AI: How to Start, Scale, and Execute AI Agents for Maximum Impact, Broadridge identifies 23 high-impact AI agent opportunities and prioritizes them by implementation readiness, complexity, and cost. The paper also outlines a practical, workflow-first approach to adoption to help firms determine where to begin, reduce risk, and build measurable ROI.