Osaic, a leading broker-dealer with over \$500B in assets, partnered with Automation Anywhere to transform its operations through Intelligent Automation. Faced with falling satisfaction scores and administrative inefficiencies, Osaic formed a CoE and focused on automating high-impact back-office processes. In 15 months, 59 processes were automated, including ACH transactions, saving 25K+ hours annually and 127 hours weekly. With 88K client transactions automated and 93% onboarding accuracy via Document Automation, Osaic achieved 186% ROI and now closes 66% of cases a day early, enhancing advisor support and overall business performance.

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