Case Study: Osaic achieves 186% ROI and major time savings with Automation Anywhere

Leading Broker-dealer Osaic Transforms Business Through Intelligent Automation

Osaic, formerly the Advisor Group, is a leading broker-dealer serving 11,000 financial professionals with more than $500B in assets under administration. Facing declining satisfaction among financial professionals and the need to modernize back-office support, Osaic partnered with Automation Anywhere and launched an Intelligent Automation program to make it easier to do business and free advisors to focus on clients.

Automation Anywhere helped Osaic build a centralized center of excellence and automate key processes, including ACH transactions and document handling. In 15 months, Osaic automated 59 processes, achieved 186% ROI in the first year, saved more than 25,000 hours annually, and automated 88,000 client transactions each year. The company also saw a 20% improvement in ACH turnaround time, 93% accuracy with Document Automation for onboarding, and 127 hours saved weekly.

Osaic

Matt Ham

Vice President of Digital Automation