New solution enables advisors to streamline workflows, accelerate onboarding and improve operational consistency

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced it has added Scribe, an AI-powered documentation platform, to its technology ecosystem. The solution is now available to Osaic advisors, providing a new way to capture, improve and standardize workflows more efficiently across their businesses.

Scribe enables advisors and their teams to automatically document processes as they work, transforming everyday tasks into clear, step-by-step guides complete with screenshots, annotations and written instructions. The technology helps eliminate manual documentation, reduce errors and create consistent, repeatable workflows that can be easily shared across teams.

The addition of Scribe reflects Osaic’s continued commitment to equipping advisors with productivity solutions designed to improve efficiency, so advisors can focus on serving their clients and growing their business. By streamlining the creation of process libraries, knowledge guides and training materials, the platform supports faster onboarding for new team members and reduces the time required to scale operations.

“Scribe brings a powerful new capability to our platform by helping advisors capture how work actually gets done and turn it into clear, usable guidance,” said Anthony Lancaster, SVP, chief data officer at Osaic. “By reducing the time and effort required to document processes, this solution allows advisors to operate more efficiently, onboard team members faster and focus more of their time on delivering value to clients.”

Scribe’s AI-native technology captures workflows in real time across web and desktop applications, automatically generating documentation that can be edited, secured and shared in multiple formats. Teams can build centralized libraries of process guides, ensuring consistency and accessibility across their organizations. Scribe’s AI then analyzes documented workflows and proposes ways to improve them.

“Scribe gives teams a complete picture of how work actually gets done — what can be improved, and what’s ready to scale as best practice,” said Jennifer Smith, CEO and co-founder of Scribe. “We’re thrilled to partner with Osaic to bring that clarity to financial advisors, giving them the context layer for their business, reducing friction, and transforming how they work.”

Scribe is the Workflow AI platform trusted by 94% of the Fortune 500. Its AI-powered documentation solution enables teams to document processes up to 12 times faster, find answers 63% faster and reduce errors, with 98% of teams reporting fewer mistakes.

Osaic continues to expand the range of AI-enabled solutions available to advisors, offering flexibility in how they work and the ability to choose tools that best align with their business needs. Other recent tools made available include FINNY, Jump, wealth.com, Vanilla and Zocks.

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