Broadridge Financial Solutions, Inc. (BR) presented at the Wolfe Research FinTech Forum on March 10, 2026, with Tom Carey, Corporate VP and President of Global Technology & Operations, speaking about the company's evolution and strategic direction. Carey, who joined the firm after earning a degree in artificial intelligence in 1992, highlighted his extensive tenure spanning 30 years during which he has managed various core functions including the NGO operations and global product management. He noted that the company is now actively launching new AI capabilities, referencing a desire to have started their career in AI in the present era rather than in the early 1990s when it was not yet commercially viable. Carey specifically discussed the GTO division, which serves wealth management and capital markets, indicating that his role oversees global technology and operations as well as product management capabilities worldwide. During the session, the focus shifted toward Broadridge's deep integration of artificial intelligence into its core business units to drive efficiency and innovation across the financial services sector. Carey emphasized that the company is moving beyond traditional processing models by leveraging generative AI and machine learning to enhance data analytics and decision-making for wealth management clients. He pointed out that these advancements allow Broadridge to provide more sophisticated insights and automated solutions, positioning the company as a critical infrastructure provider that transforms how financial institutions manage their operational backends. The presentation underscored the importance of long-term relationships with clients who rely on Broadridge's technology stack, noting that once integrated, switching providers is rarely an option due to the extensive data dependencies and complex system architectures involved. The implications of this strategy suggest a continued trend of consolidation in financial services technology where vendors like Broadridge capture increasing value through advanced AI-driven features rather than just basic transactional processing. By embedding AI at the core of their platform, Broadridge aims to deepen client retention and open new revenue streams related to predictive analytics and automated workflow optimization. The management team's confidence in these technologies indicates a belief that the market is ready for next-generation tools that reduce manual intervention and lower costs for wealth managers and capital market firms. As Carey concluded, the company remains committed to expanding its AI portfolio while maintaining the high standards of reliability and security required by financial institutions, ensuring they stay ahead of competitors who may be slower to adopt these transformative technologies.