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Broadridge’s agentic strategy takes its lessons from past AI winters

The Waters Wrap: Anthony looks at a real-world agentic project underway at the post-trade giant to see what others can learn.

Leon Kroll
Credit: Leon Kroll

As anyone who has worked in back-office operations knows, the job can often be thankless. And manual. Very manual. Painfully manual.

Starting in 2006, Jason Birmingham worked at Fannie Mae for 13 years, during which time he became head of capital markets and finance technology. His remit was to oversee the massive institution’s trading, operations, and investment accounting platforms.

He took that experience—the lessons learned from the financial crisis and the subsequent reporting requirements

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Waters Wavelength Ep. 347: Brennan Carley

This week, Brennan Carley, who has spent more than 40 years working in financial technology, joins to discuss the hidden risks and untapped potential of agentic AI in the capital markets.

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