On this episode of the Data Planet podcast, host Emma Davis sits down with Docupace Chief Marketing Officer Ryan George to unpack the challenges and strategies behind modernizing and marketing a 20-year-old company in the wealth tech space.
Listen to the full episode here.
About Docupace
Docupace is a software provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the company’s cloud-based platforms (Docupace, Hubly and PreciseFP) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.
For more information, please visit www.docupace.com.
