Customers

Docupace has an ever growing client base across the  United States, spanning over a wide range of industries and  companies of different business sizes and needs. We encourage you to learn more of their success stories, and the business results achieved with Docupace Imaging, Document Management and Workflow services.

 

Below are just a few featured client case studies for your review:

 

Hirtle Callaghan & Co. LLC    

A large, independent investment firm based in Conshohocken, PA, Hirtle Callaghan & Co. LLC rolled out Docupace firmwide, not only to satisfy regulatory requirements, but also deliver quality customer service and support their rapdily growing business with their same resources.  Learn more.

 

Nettworth Financial Group  

A large OSJ office within Financial Securities Corporation, an AIG Advisors Group Broker Dealer,  Nettworth Financial Group rolled Docupace out to its national network of 70+ financial advisors and reduced audit findings by more than 90%.  Learn more.

 

Wallace Wealth Management

An OSJ office within Financial Network Corporate, an ING Advisors Group Broker Dealer, Wallace Wealth Management averted major disaster when Hurricane Ike hit Houston, Texas in September, 2008 using Docupace's web-based service for financial advisors. Learn more.