Announcing the Docupace 2023 Back Office Heroes Award Winners
At Docupace, we know just how hard those working behind the scenes in the financial industry work to support financial advisors and wealth management providers. We are proud to announce the 2023 Back Office Heroes Award recipients, and we thank all #backofficeheroes for working hard behind the scenes to ensure the success of financial institutions.
What defines a back office hero? A back office hero is the person who ensures that the behind-the-scenes work is taken care of so others can focus on helping clients. They are the backbone of wealth management firms, and without them, they wouldn’t be able to do what they do.
2023 Award Recipients
Learn more about this years award recipients and see what it takes to be recognized as a #backofficehero.
2023 Firm Hero
This award is dedicated to an operational hero in the field who works in the back-office at a firm. This individual is face-to-face with clients, leveraging technology to streamline processes that improve the financial planning experience for everyone.
KARA GUTMAN
Advisor Assistant
The Legend Group
Kara fearlessly communicates her ideas and suggestions to improve even minor inconvieniences in the system. Her feedback is always thorough, including detailed screen shots and clear instructions that lead us directly to the relevant sections of the system, making it easy to understand and take action. Thanks to her diligent approach, submitting support tickets to Docupace is straightforward. While some users may find workarounds for issues they encounter, her feedback is crucial in improving the system for all users. Congratulations, Kara on receiving the 2023 Firm Hero Award.
2023 Home Office Hero
This award is dedicated to a support staff hero that works at a home office of a Docupace customer. They work behind the scenes to navigate the Docupace Platform while coaching others to remove obstacles in achieving back office operational excellence.
JAYSON KOCH
Senior Consultant
Allstate
Congratulations to Jayson for being selected as the home office hero! Since Allstate’s new recognition program was rolled out on March 1, 2022, Jayson has received 238 recognitions from other home office employees, the majority of which relate to answering questions and making improvements related to Docupace. Jayson has a keen eye for identifying process improvements and can explain complex system details in a way that any user can understand. He is an exceptional teammate who is always willing to lend a hand, making him a valuable asset to any organization.
2023 Employee Hero
This special award is dedicated to a Docupace employee. As an employee, this hero is the go-to person to get the job done and knows the ins and outs of the Docupace Platform, offering dependability, consistency, and support to Docupace clients.
ALLYSHA BILGES
Technical Support Specialist
Docupace
Allysha is a Technical Support Specialist at Docupace who has reduced client turnaround tickets by 54% since the role’s creation in Oct ’22. She played a crucial role in standardizing processes and creating KPIs across the organization. Allysha is always willing to jump in and help, and what’s even better is that she takes the time to teach you the exact steps she took to resolve the issue, ensuring that you understand every step of the process. Her positive attitude, agility, and eagerness to drive change make her a role model for her peers in the industry. Congrats, Allysha!