Case Study: Osaic achieves 2x advisor productivity and stronger compliance with Vidyard and Theta Lake

Osaic boosts advisor productivity 2x with Vidyard

Osaic, a large network of independent wealth management firms, sought to increase the adoption of outbound video sales messages among its advisors using Vidyard. As a regulated financial services firm, their challenge was ensuring these personalized videos sent via email were properly supervised, retained, and scanned for compliance risks, which legacy email archiving vendors could not support.

The solution integrated Vidyard with the Theta Lake Risk and Compliance Suite. This provided seamless capture, archiving, and automated risk detection for video communications. The result was a 2x efficiency gain for advisors, who could now use video effectively, while the compliance team saved costly hours of work and mitigated regulatory risk with Theta Lake's review capabilities.

Osaic