BRBroadridge Financial Solutions, Inc.

“Our new custom policy engine, which is fully AI native, is able to read and analyze source materials and apply clients voting policies across thousands of companies. Today, that capability is already enabling asset managers with more than $800 billion AUM to implement their own voting policies without a proxy adviser.”

“One of our fastest-growing products is our AI-powered global demand model, which tracks $120 trillion in global assets and is assisting products and marketing decisions for nearly 2 dozen and growing leading asset managers.”

“our managed services business has already seen a 25% increase in productivity with line of sight to 50%.”

“the asset manager we did this year is $800 billion under management, and we have a nice pipeline for next year. So we would expect to have -- to be significantly ahead next year of where we are this year. Typically, with these things, it takes a few years for it to build. So I'm not sure that I'd be saying it's going to be dramatically affect our top line next year. But I think over the next 3 years or so, you'll see some nice growth there.”

“as we talk to clients about that capability today, we're largely talking about AI partnerships. We'll do an AI partnership, we'll guarantee you a level of savings, and we'll share the savings above that. And it really changes the conversation because we're going into it together, their AI plus our AI and the APIs I talked about, and we can really create -- we've seen increases in demand as a result of that.”

“it is -- as we talked about, it is the improvements in SDLC are certainly helping us innovate faster and bring new products forward faster as you did with custom policy engine, the global demand model, the institutional voting platform, all of which are leveraging AI in the way they work, but also in how we develop them.”

“Now we're building on that progress to modernize the entire front-to-back workflow supporting institutional voting by leveraging agentic AI to enhance our core institutional voting platform.”

“Going forward, we're extending our Broadridge platform to a growing number of core applications. This platform with its common data and APIs positions Broadridge to create agentic layer our clients can use directly or can leverage to create their own solutions using our embedded services.”

“we're scaling AI by building on top of our common data ontology, shared API architecture and the operating workflows we already run at scale. Our AI capabilities are powering new products, accelerating our software development cycle and driving productivity gains.”

“Our strong results enabled us to accelerate some of these investments in the areas you heard Tim talk about, shareholder engagement, tokenization and AI, especially in the second half of the year, all while working within our 10% to 12% adjusted EPS growth.”

“people are really liking our platform story, too, which becomes a sort of a build and buy where being able to leverage the agentic layer that we're creating.”

“Since the beginning of calendar year '26, we have stepped up our level of investment in tokenization, AI and shareholder engagement initiatives.”

“we're not seeing AI affecting things. It is -- and if anything, we're seeing interest in AI-enabled products that we do.”

“In sum, AI is enabling Broadridge to deliver new services, become more embedded in our clients' agentic workflows and drive our own productivity.”