Customer Quote

127 hours are being saved weekly where three people can instead do higher-value activities with our advisors.

Matt Ham
Vice President of Digital Automation

Customer achievements.

Customer Achievements


ROI achieved in first year


accuracy with Document Automation for onboarding


client transactions automated annually


of cases closed at least one day early


hours saved annually

Empowering financial professionals through Osaic's Intelligent Automation journey.

Osaic needed to elevate and streamline the client experience with its financial professionals (FPs). Before Intelligent Automation, FPs routinely inquired about administrative needs and followed up on support tickets instead of growing their own businesses and client relationships. The administrative support process required not only optimization but also modernization with next-generation technology, especially if Osaic intended to compete with top-tier broker-dealer organizations.

Osaic partnered with Automation Anywhere, formed a centralized CoE, and initiated pilot use cases to test whether it could improve cycle time by 15-25% with incremental process improvements. The results were right on target, and its automation program took off.

Osaic began automating processes across the back office with an end-to-end mindset but tackling each use case iteratively to avoid getting in over its head with development. In just 15 months, the company has been able to automate 59 processes and, as a result, has observed a significant reduction in contact center inquiries for ticket status updates, allowing Osaic to normalize business and giving its employees more time to focus on higher-value initiatives with FPs. With this automated support, high-volume spikes in business during the end of the year and tax season are also a breeze to manage.

One successful process, in particular, automated ACH status updates, which impacted 88,000 transactions annually. By automating just the latter half of the complete ACH process, Osaic improved cycle time by 20% and removed two non-value-added touches, saving employees 127 hours per week.

Processes automated.

  • Automated Clearing House (ACH) transactions

Customer overview.

Osaic, formerly the Advisor Group, is a leading broker-dealer serving 11,000 financial professionals with over $500B assets under administration.

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