Case Study: Osaic achieves 186% first-year ROI with Automation Anywhere

Osaic saves 25K+ hours annually with Automation Anywhere

Osaic, a leading broker-dealer, needed to elevate its client experience and modernize inefficient back-office administrative processes. Its financial professionals were bogged down with manual support tasks instead of focusing on growth. To address this, Osaic partnered with Automation Anywhere to implement an Intelligent Automation program.

Automation Anywhere helped Osaic form a centralized center of excellence and pilot automations, starting with iterative use cases like ACH status updates. The results included a 20% improvement in cycle time for that process, saving 127 hours per week and automating 88,000 annual transactions. Overall, the program automated 59 processes, saved over 25,000 hours annually, and delivered a 186% ROI in the first year.

Osaic