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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.
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What's Being Said...
"Docupace is one of the few companies I've worked with that consistently or met expectations'"
- Delia Algeo, Project Mangaer, Hirtle Callaghan
"With Docupace digital signatures, we've reduced staff support for supervisory review in half'"
- Tricia Sullens, Compliance Director, Nettworth Financial Group
"The architecture of the solution gave us lots of options, right away."
- Scott Wallace, President, Wallace Wealth Management
"We were able to roll this out nationally without any additional resource requirements. It is a great rep recruiting tool."
- Priscilla Quiocho, Ops Manager, Financial Services Network