The transformative power of AI in financial services

AI partnership
Deploy production-ready AI agents that analyze operational issues, prioritize work, and initiate resolution within a controlled, human-supervised framework. Available through managed services with committed 30% savings or direct deployment into client operations.

Agentic workflow orchestration and operations 
Increase efficiency and reduce risk by using AI to triage, classify, prioritize, and generate secure draft responses to inbound operational communications.

OpsGPT^®
Transform post-trade operations with a unified AI platform that combines conversational research, workflow automation, agentic AI capabilities, and GenAI-powered analytics. Built on the Broadridge Data Platform, OpsGPT helps teams investigate exceptions, accelerate decision-making, automate complex workflows, and interact with operational data through natural-language reporting and visualization.

BondGPT^SM
Enable fixed income teams to answer complex bond queries, identify opportunities, discover liquidity, connect with counterparties, and take action faster on the LTX trading platform using generative and agentic AI embedded directly into trading workflows.

AI-optimized trade execution
Low-latency technology that dynamically optimizes trade execution based on the trader’s objective function, deep microstructure analytics, and prevailing market conditions. It simplifies operations for broker-dealer trading desks and reduces trading costs across diverse asset classes and instruments.

Trading with LTX
Unlock data-driven corporate bond trading with an AI-enabled platform that improves transparency, identifies opportunities, and connects buyers and sellers.

Broadridge AI for wealth
Unify internal, external, and predictive data into an intelligence-ready foundation for wealth management. Embedded across Broadridge Wealth Platform solutions, Broadridge AI delivers real-time insights, natural-language querying, and persona-driven experiences that help advisors work more efficiently, strengthen client engagement, and drive growth.

Personalized AI-driven communications with AdvisorStream
Generates personalized, AI-powered marketing communications within compliance-approved guardrails, helping advisors strengthen client engagement and drive growth.

Global Demand Model^SM
Forecast product demand, flows, and market opportunities using AI-powered analytics built on more than $120 trillion in global assets. Trusted by 20 of the world's largest asset managers and leading consulting firms, Global Demand Model is becoming the industry standard for predictive intelligence in asset management.

Custom policy execution
Scale institutional voting with an AI-native platform that reads and analyzes source materials, applies custom voting policies, and generates transparent recommendations. Already helping asset managers representing more than $800 billion in AUM implement their own voting policies without relying on proxy advisors.

Tailored shareholder reports
Modernize shareholder reporting with AI-powered content generation and workflow automation—helping firms meet evolving disclosure requirements while reducing manual effort, accelerating production, and improving reporting quality.

Private credit lifecycle management platform with Sentry
A unified, cloud-based private credit investment platform that helps firms manage the full private credit lifecycle across the front, middle, and back office, with AI-powered search and insights enables users to explore data in natural language, obtain fast, accurate answers, and make better decisions with confidence.

Wealth InFocus^SM
Digitizes investor engagement by delivering personalized, compliant, and efficient omnichannel communications that leverage AI-generated templates.

Intelligent Capture and Workflow Solutions (ICWS)
Automates inbound document processing with AI-powered capture and workflow automation to modernize legacy processes, improve data quality, and connect critical business systems.

AI-Driven client portals
Provides instant access to investor communications data through customizable dashboards and natural-language AI querying.