Transformation in 2025 isn’t just about technology adoption. It’s about communication, culture, and collaboration.

At Osaic ConnectEd 2025, members of the firm's leadership team — Matthew Schlueter, executive vice president of operations and technology solutions; Erinn Ford, executive vice president of advisor engagement; and John DiMonda, co-head of Osaic independent channel — that message has guided the company’s evolution from integration to innovation.

“This [conference] is the ultimate report card on how we’re doing as a firm,” Schleuter told InvestmentNews. Over the past year, his team has rebuilt Osaic’s core technology infrastructure, cutting more than 1,000 redundant servers and retiring over 100 legacy applications. The result: faster deployment, fewer service disruptions, and a renewed sense of credibility among advisors.

“We’re moving at four times the speed,” Schlueter said. “Advisors see the vision now — they get it.”

That sense of restored confidence has allowed the firm to shift from reacting to problems to focusing on growth. “When Matt’s team gets operations and technology right, it frees our people up,” John DiMonda told InvestmentNews. “Instead of being firefighters, they can be business partners and consultants. That changes everything.”

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