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On April 26, 2024,Docupace celebrated the third annual Back Office Heroes day to honor the individuals who serve as the backbone of wealth management firms, ensuring that the work happening behind the scenes is taken care of to keep businesses functioning seamlessly. Docupace was honored to select three recipients that went above and beyond to serve financial institutions this year.
We look forward to celebrating the 2025 Back Office Heroes Day with you next year!
Each year Docupace recognizes the hard work led and executed by back office staff across the country. Nominations for #backofficeheroes are accepted on an annual basis and are evaluated on specific criteria. If you or someone you know hold the values defined below, one of these awards is meant for you.
You work behind the scenes navigating countless systems, vendors, and people to remove obstacles for your financial advisors and wealth managers.
You’re the go-to person to get the job done and know the ins and outs of the operation offering dependability and consistency when advisors need support.
You know just how much families depend on a strong financial plan to ensure opportunities for future generations and dedicate your life to helping them succeed in this.
You’ve mastered the art of using technology to automate arduous tasks and streamline complex processes so you can focus more on doing what matters most.
This award is dedicated to a support staff hero who works at the home office of a Docupace or PreciseFP customer. They work behind the scenes navigating countless systems, vendors, and people to remove obstacles for financial advisors and wealth managers.
This award is dedicated to an operational hero in the field who works in the back-office at a firm. These individuals are face-to-face with clients, leveraging technology to streamline processes that improve the financial planning experience for everyone.
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 & PreciseFP Platform, offering dependability, consistency, and support to clients.
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