Broadridge’s latest report, the 2026 Digital Transformation & Next-Gen Technology Study, indicates that finance firms are quickly adopting AI for better productivity.
According to the 2026 Digital Transformation & Next-Gen Technology Study by Broadridge Financial Solutions, financial services firms are moving past GenAI to agentic AI in a bid to drive immediate productivity gains, while investing in distributed ledger and blockchain infrastructure.
The global study finds that AI is becoming foundational to day-to-day operations, while tokenisation represents the next wave of market evolution.
In the report, data shows that 80% of firms reported using generative or predictive AI in operations, and 72% of interviewees are making moderate to large GenAI investments. As generative AI matures, firms are beginning to deploy agentic AI, which are autonomous systems capable of executing tasks and orchestrating workflows with limited human intervention.
While still early, 26% of firms report current use of agentic AI, with more than half of those deployments
already moving beyond pilot phases.
Asset tokenisation is also a key part of the change. A majority of firms increasingly view tokenisation as a structural evolution of market infrastructure rather than a near-term replacement, with 53% of firms believing DLT will have a dramatic effect on the way assets are settled.
To drive tokenisation efforts, 70% of firms say external partnerships will be critical to capturing value as tokenised market infrastructure develops, signalling the need for ecosystem collaboration as standards and interoperability frameworks mature.
Currently, the lack of platforms and talents to drive the execution on both fronts isseen as the main bottleneck. 43% expect to rebuild core systems to support AI-driven operating models, while 37% of firms cite lack of skilled talent as a barrier to agentic AI adoption.
Yet the flow to train talents to support the process is lacklustre. 65% of firms say they have no formal mandate or incentives in place to use AI, and 61% say AI training is encouraged, but there are no formal targets in place.
Read the report here.
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