Broadridge Financial Solutions announced a minority‑ownership investment in Utah‑based DeepSee, a firm that builds agentic artificial‑intelligence solutions for knowledge‑process automation. The deal also places Broadridge’s President of Global Technology and Operations, Tom Carey, on DeepSee’s board, cementing a partnership that will focus on deploying AI‑powered email orchestration to transform post‑trade workflows.
The investment is part of Broadridge’s broader strategy to embed AI across its post‑trade platform, which processes more than $15 trillion in daily trades and serves over 60 business‑process‑outsourcing clients. DeepSee’s technology has already been deployed in Broadridge’s BPO operations, and the new partnership will scale that capability to the broader post‑trade ecosystem, turning traditional inboxes into intelligent, automated workflows that reduce manual effort and improve compliance oversight.
DeepSee’s core offering is agentic AI that can read, interpret, and act on unstructured data. The firm’s “knowledge‑process automation” platform mines email content, extracts intent, and routes tasks to the appropriate system or human agent, effectively automating the entire post‑trade communication loop. By integrating this capability, Broadridge aims to increase productivity and operational resilience for its clients while differentiating its post‑trade suite from competitors that rely on simpler robotic‑process‑automation tools.
Management emphasized the strategic fit and expected benefits. Tom Carey said the partnership “will bring 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.” Steve Shillingford, DeepSee’s CEO, added that the collaboration “enables us to scale our vision globally, bringing AI innovation directly to the core of capital‑markets operations.”
Additional context highlights that DeepSee was founded in 2019, raised $22.6 million in a Series A round in March 2021, and has a total of $30.7 million in funding. Broadridge’s own AI initiatives—including a generative‑AI analytics feature launched in January 2025—show a clear trajectory toward AI‑driven automation, and the DeepSee partnership accelerates that roadmap while addressing industry pressure for demonstrable AI ROI.
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