Osaic 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. The addition of Scribe reflects Osaic's continued commitment to equipping advisors with productivity solutions designed to improve efficiency.
Scribe AI-powered documentation platform now available to Osaic advisors.
Automatically documents processes as advisors work, creating step-by-step guides with screenshots and instructions.
Eliminates manual documentation, reduces errors, and creates repeatable workflows.
Scribe trusted by 94% of the Fortune 500.
Teams document processes up to 12 times faster with Scribe.
98% of teams report fewer mistakes using the platform.
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. 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'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 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.
Conclusion
As Anthony Lancaster, SVP, chief data officer at Osaic, stated: "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. 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."
Jennifer Smith, CEO and co-founder of Scribe, added: "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. 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."
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.
About Osaic
Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic's mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC.
About Scribe
Scribe is the Workflow AI platform trusted by 94% of the Fortune 500. Scribe helps teams and agents do their best work by capturing and optimizing how work gets done. The company's AI-native documentation product, Scribe Capture, automatically transforms any workflow into a step-by-step guide — delivered directly in the tools employees and clients already use, so work gets done right, every time.
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