David Knoch to Deliver Keynote Address at Finlocity BD Operations Virtual Summit 2020
Docupace CEO David Knoch will be presenting “Wealth Management’s Digital Future” at the Finlocity BD (Broker-Dealer) Operations Virtual Summit. The virtual event, held on September 29 and 30, 2020, provides an opportunity for C-Suite decision-makers at broker-dealers across financial services to meet and interact with industry subject matter experts and thought leaders. Attendees will hear best practices and learn about new solutions that can benefit their respective firms.
Knoch’s presentation will cover the most important trends impacting the wealth management industry, as well as provide some guidance on where firms can focus their time, attention, and resources to maximize the impact of technology spend.
*Note: Registration for this event is restricted to leaders from broker-dealers.
Click here to register for this free virtual event.
About Docupace
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation Best Interest, and other critical workflows while maintaining SEC and FINRA compliance.
