04.24.26

Osaic Adds Scribe AI To Craft Step-by-Step Guides for Advisors

by: Andrew Cohen

Osaic has integrated AI tool Scribe to help its network of over 10,000 advisors automatically capture and document workflows. Scribe records tasks and converts them into step-by-step guides, streamlining onboarding, training and process management while reducing administrative workload. The company says the tool can create documentation up to 12 times faster and improve information retrieval efficiency. The move reflects broader adoption of AI across advisory firms to boost productivity. "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," said Anthony Lancaster, chief data officer at Osaic.

Read the full article on InvestmentNews