National Back Office Heroes Day
April 27
Celebrating #backofficeheroes Across America
Back Office Heroes Awards
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.
Collaboration
You work behind the scenes navigating countless systems, vendors, and people to remove obstacles for your financial advisors and wealth managers.
Reliability
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.
Prosperity
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.
Efficiency
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.
Back Office Heroes Award Categories
Four Award Categories Make Up the Back Office Heroes Awards
Home Office Hero
This award is dedicated to a support staff hero who works at the home office of a Docupace, PreciseFP, or Hubly customer. They work behind the scenes navigating countless systems, vendors, and people to remove obstacles for financial advisors and wealth managers.
Firm Hero
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.
Workflow Wizard
This award is dedicated to a Hubly user that has transformed his or her firm by building out measurable, repeatable and transparent processes in the platform. These individuals have leveraged the full capacity of the Hubly platform to scale out essential processes and unlock new levels of growth at the firm.
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, PreciseFP, and/or Hubly Platform, offering dependability, consistency, and support to clients.
Docupace Celebrates Back Office Heroes Day
You know those unsung heroes in the financial industry who keep things running smoothly? Well, Docupace thinks they deserve some recognition, too! That’s why we created the Back-Office Heroes Awards: to celebrate these amazing folks and their contributions to the industry. Winners are chosen based on their exceptional prosperity, collaboration, reliability, and efficiency.
To make things even more fun, Docupace hosts a webinar in which we announce the winners live and give them a chance to share their experience with other finance professionals. It’s just one way Docupace is showing love to those who keep the industry humming.
Join us on April 28, 2025 at 11:00 a.m. CT to celebrate the 2025 Docupace #BackOfficeHeroes!