Financial Services Industry Accelerates Technology Transformation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy BR?
Source: PRnewswire
- Accelerated AI Adoption: 80% of financial services firms report using generative or predictive AI in operations, a significant increase from 31% last year, indicating a rapid shift from pilot programs to enterprise deployment, which is expected to enhance productivity and operational efficiency.
- Tokenization Momentum: Over 54% of firms have made moderate to large investments in tokenization and digital asset infrastructure, signaling a transition from exploration to scaled buildout, with expectations that major asset classes will be tokenized within the next four to five years.
- Execution Challenges: 84% of firms emphasize the importance of integrated platforms, and 43% expect to rebuild core systems to support AI-driven operating models, highlighting challenges in execution capabilities, particularly due to a shortage of skilled talent.
- Structural Market Changes: As AI becomes embedded, the financial market infrastructure is undergoing structural evolution, with 70% of firms believing that external partnerships will be critical for capturing value in tokenized market infrastructure, reflecting the necessity for ecosystem collaboration.
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Analyst Views on BR
Wall Street analysts forecast BR stock price to rise
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 175.730
Low
240.00
Averages
267.80
High
305.00
Current: 175.730
Low
240.00
Averages
267.80
High
305.00
About BR
Broadridge Financial Solutions, Inc. is a global financial technology company. It delivers technology-driven solutions to banks, broker-dealers, and asset and wealth managers. Its segments include Investor Communication Solutions (ICS) and Global Technology and Operations. Its ICS segment provides Regulatory Solutions, Data-Driven Fund Solutions, Corporate Issuer Solutions, and Customer Communications Solutions. ICS business involves the processing and distribution of proxy materials to investors in equity securities and mutual funds, and the facilitation of related vote processing. The Global Technology and Operations business offers mission-critical, scale infrastructure to the global financial markets. Its component-based platform automates the front-to-back transaction lifecycle of equity, mutual fund, fixed income, and foreign exchange and exchange-traded derivatives. It also specializes in participant onboarding, engagement, and analytics solutions for the retirement industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Financial Services Industry Accelerates Technology Transformation
- Accelerated AI Adoption: 80% of financial services firms report using generative or predictive AI in operations, a significant increase from 31% last year, indicating a rapid shift from pilot programs to enterprise deployment, which is expected to enhance productivity and operational efficiency.
- Tokenization Momentum: Over 54% of firms have made moderate to large investments in tokenization and digital asset infrastructure, signaling a transition from exploration to scaled buildout, with expectations that major asset classes will be tokenized within the next four to five years.
- Execution Challenges: 84% of firms emphasize the importance of integrated platforms, and 43% expect to rebuild core systems to support AI-driven operating models, highlighting challenges in execution capabilities, particularly due to a shortage of skilled talent.
- Structural Market Changes: As AI becomes embedded, the financial market infrastructure is undergoing structural evolution, with 70% of firms believing that external partnerships will be critical for capturing value in tokenized market infrastructure, reflecting the necessity for ecosystem collaboration.
See More
Financial Services Accelerate Technology Transformation with GenAI and Tokenization
- Accelerated AI Adoption: According to Broadridge's study, 80% of financial services firms are now using generative or predictive AI in operations, a significant increase from 31% last year, indicating growing confidence in AI technology that is expected to enhance productivity and operational efficiency.
- Tokenization Trend: Over 54% of firms are making moderate to large investments in tokenization and digital asset infrastructure, signaling a shift from exploration to scaled buildout, with expectations that major asset classes will be tokenized within the next four to five years, fundamentally reshaping market structures.
- Execution Barriers: Despite high interest in AI and tokenization, 84% of firms emphasize the importance of integrated platforms, and 43% expect to rebuild core systems to support AI-driven operating models, highlighting that execution capability is the primary bottleneck at present.
- Talent Shortage Issues: 37% of firms cite a lack of skilled talent as a barrier to adopting agentic AI, while 38% believe that the lack of technical talent is the biggest barrier to adopting generative AI, reflecting an increasing demand for advanced technical and data capabilities.
See More
Broadridge Appoints Frank Troise as President of Global Capital Markets
- Leadership Change: Broadridge Financial Solutions has appointed Frank Troise as President of Global Capital Markets, a move aimed at strengthening the company's leadership position at the intersection of traditional and digital ecosystems while driving capital markets transformation and innovation.
- Strategic Growth: Since joining Broadridge in 2024 as Head of Trading and Connectivity Solutions, Troise has enhanced the company's platform capabilities, driven strategic growth initiatives, and expanded front-office services across execution management, algorithmic trading, and analytics.
- Market Positioning: Troise emphasized that capital markets are converging around integrated platforms, and with Broadridge's leadership in tokenized real assets and AI-powered capabilities, the firm is uniquely positioned to help clients innovate and unlock growth opportunities across traditional and digital markets.
- Trading Scale: Broadridge connects over 2,200 buy-side and sell-side firms and more than 200 trading venues globally, supporting daily trading volumes exceeding $15 trillion in securities, showcasing its leading position in digital market infrastructure and accelerating institutional adoption of digital markets.
See More
Broadridge Appoints Frank Troise as President of Global Capital Markets
- Leadership Change: Broadridge Financial Solutions has appointed Frank Troise as President of Global Capital Markets, a move aimed at strengthening the company's leadership at the intersection of traditional and digital ecosystems to drive transformation and innovation in capital markets.
- Strategic Growth: Since joining Broadridge in 2024, Troise has driven strategic growth by enhancing platform capabilities and expanding front-office services, particularly in execution management and algorithmic trading, thereby increasing the company's market competitiveness.
- Market Integration: Troise emphasized that capital markets are converging around integrated platforms that seamlessly connect trading, financing, data, and post-trade services, and Broadridge is uniquely positioned to help clients innovate confidently with its leadership in tokenized real assets and AI-powered capabilities.
- Investment Commitment: Broadridge is committed to continuing investments in integrated multi-asset class capabilities to support innovation in digital markets while maintaining operational resilience and compliance, ensuring enhanced client experiences and reduced risks.
See More
Broadridge to Participate in Three Upcoming Investor Events
- Investor Event Schedule: Broadridge will participate in three investor events on March 2, 3, and 10, 2026, including fireside chats with management aimed at enhancing investor engagement and transparency.
- Management Speakers: CEO Tim Gokey will speak at the Raymond James conference on March 2, while CFO Ashima Ghei will host individual investor meetings at the Morgan Stanley conference, showcasing the leadership team's expertise.
- Technology Strength Showcase: As a global technology leader, Broadridge processes over 7 billion communications annually, underpinning daily trading of over $15 trillion in securities worldwide, highlighting its critical role and influence in the financial services industry.
- Global Business Presence: With over 15,000 employees across 21 countries and being part of the S&P 500 Index, Broadridge demonstrates a strong global presence and ongoing growth potential in the market.
See More
Analysis of Large-Cap Industrial Stocks by RSI
- RSI Ranking Overview: Broadridge Financial Solutions (BR) leads the large-cap industrial stocks with an RSI of 34, indicating recent price weakness and potential pullback risks that investors should monitor closely.
- Close Competitors: Following closely are Uber Technologies (UBER) and Xylem (XYL) with RSIs of 36 and 38 respectively, suggesting they may also face similar market pressures, warranting cautious evaluation of their short-term performance.
- Top Five Companies: Leidos Holdings (LDOS) and CACI International (CACI) rank in the top five with RSIs of 39 and 40, reflecting their relative weakness in the current market environment, which could impact their investment attractiveness.
- Overall Market Trend: Karman Holdings (KRMN), Mueller Industries (MLI), and Expeditors International (EXPD) each share an RSI of 41, while Rollins (ROL) and Equifax (EFX) close the list with RSIs of 43, indicating a cautious sentiment across large-cap industrial stocks, prompting investors to watch for potential market volatility.
See More
Financial Services Industry Accelerates Technology Transformation
- Accelerated AI Adoption: 80% of financial services firms report using generative or predictive AI in operations, a significant increase from 31% last year, indicating a rapid shift from pilot programs to enterprise deployment, which is expected to enhance productivity and operational efficiency.
- Tokenization Momentum: Over 54% of firms have made moderate to large investments in tokenization and digital asset infrastructure, signaling a transition from exploration to scaled buildout, with expectations that major asset classes will be tokenized within the next four to five years.
- Execution Challenges: 84% of firms emphasize the importance of integrated platforms, and 43% expect to rebuild core systems to support AI-driven operating models, highlighting challenges in execution capabilities, particularly due to a shortage of skilled talent.
- Structural Market Changes: As AI becomes embedded, the financial market infrastructure is undergoing structural evolution, with 70% of firms believing that external partnerships will be critical for capturing value in tokenized market infrastructure, reflecting the necessity for ecosystem collaboration.
See More
Financial Services Accelerate Technology Transformation with GenAI and Tokenization
- Accelerated AI Adoption: According to Broadridge's study, 80% of financial services firms are now using generative or predictive AI in operations, a significant increase from 31% last year, indicating growing confidence in AI technology that is expected to enhance productivity and operational efficiency.
- Tokenization Trend: Over 54% of firms are making moderate to large investments in tokenization and digital asset infrastructure, signaling a shift from exploration to scaled buildout, with expectations that major asset classes will be tokenized within the next four to five years, fundamentally reshaping market structures.
- Execution Barriers: Despite high interest in AI and tokenization, 84% of firms emphasize the importance of integrated platforms, and 43% expect to rebuild core systems to support AI-driven operating models, highlighting that execution capability is the primary bottleneck at present.
- Talent Shortage Issues: 37% of firms cite a lack of skilled talent as a barrier to adopting agentic AI, while 38% believe that the lack of technical talent is the biggest barrier to adopting generative AI, reflecting an increasing demand for advanced technical and data capabilities.
See More
Broadridge Appoints Frank Troise as President of Global Capital Markets
- Leadership Change: Broadridge Financial Solutions has appointed Frank Troise as President of Global Capital Markets, a move aimed at strengthening the company's leadership position at the intersection of traditional and digital ecosystems while driving capital markets transformation and innovation.
- Strategic Growth: Since joining Broadridge in 2024 as Head of Trading and Connectivity Solutions, Troise has enhanced the company's platform capabilities, driven strategic growth initiatives, and expanded front-office services across execution management, algorithmic trading, and analytics.
- Market Positioning: Troise emphasized that capital markets are converging around integrated platforms, and with Broadridge's leadership in tokenized real assets and AI-powered capabilities, the firm is uniquely positioned to help clients innovate and unlock growth opportunities across traditional and digital markets.
- Trading Scale: Broadridge connects over 2,200 buy-side and sell-side firms and more than 200 trading venues globally, supporting daily trading volumes exceeding $15 trillion in securities, showcasing its leading position in digital market infrastructure and accelerating institutional adoption of digital markets.
See More
Broadridge Appoints Frank Troise as President of Global Capital Markets
- Leadership Change: Broadridge Financial Solutions has appointed Frank Troise as President of Global Capital Markets, a move aimed at strengthening the company's leadership at the intersection of traditional and digital ecosystems to drive transformation and innovation in capital markets.
- Strategic Growth: Since joining Broadridge in 2024, Troise has driven strategic growth by enhancing platform capabilities and expanding front-office services, particularly in execution management and algorithmic trading, thereby increasing the company's market competitiveness.
- Market Integration: Troise emphasized that capital markets are converging around integrated platforms that seamlessly connect trading, financing, data, and post-trade services, and Broadridge is uniquely positioned to help clients innovate confidently with its leadership in tokenized real assets and AI-powered capabilities.
- Investment Commitment: Broadridge is committed to continuing investments in integrated multi-asset class capabilities to support innovation in digital markets while maintaining operational resilience and compliance, ensuring enhanced client experiences and reduced risks.
See More
Broadridge to Participate in Three Upcoming Investor Events
- Investor Event Schedule: Broadridge will participate in three investor events on March 2, 3, and 10, 2026, including fireside chats with management aimed at enhancing investor engagement and transparency.
- Management Speakers: CEO Tim Gokey will speak at the Raymond James conference on March 2, while CFO Ashima Ghei will host individual investor meetings at the Morgan Stanley conference, showcasing the leadership team's expertise.
- Technology Strength Showcase: As a global technology leader, Broadridge processes over 7 billion communications annually, underpinning daily trading of over $15 trillion in securities worldwide, highlighting its critical role and influence in the financial services industry.
- Global Business Presence: With over 15,000 employees across 21 countries and being part of the S&P 500 Index, Broadridge demonstrates a strong global presence and ongoing growth potential in the market.
See More
Analysis of Large-Cap Industrial Stocks by RSI
- RSI Ranking Overview: Broadridge Financial Solutions (BR) leads the large-cap industrial stocks with an RSI of 34, indicating recent price weakness and potential pullback risks that investors should monitor closely.
- Close Competitors: Following closely are Uber Technologies (UBER) and Xylem (XYL) with RSIs of 36 and 38 respectively, suggesting they may also face similar market pressures, warranting cautious evaluation of their short-term performance.
- Top Five Companies: Leidos Holdings (LDOS) and CACI International (CACI) rank in the top five with RSIs of 39 and 40, reflecting their relative weakness in the current market environment, which could impact their investment attractiveness.
- Overall Market Trend: Karman Holdings (KRMN), Mueller Industries (MLI), and Expeditors International (EXPD) each share an RSI of 41, while Rollins (ROL) and Equifax (EFX) close the list with RSIs of 43, indicating a cautious sentiment across large-cap industrial stocks, prompting investors to watch for potential market volatility.
See More
