David Knoch Delivers Keynote Address at Finlocity’s Reg BI Summit
LOS ANGELES, California – December 3, 2020 – Docupace CEO David Knoch presented “Reg BI and Beyond: Succeeding in a Complex Regulatory World” at the Finlocity Reg BI Virtual Summit. The online event provided an opportunity for attendees to meet and listen in on analysts, solution partners, and leaders from some of the most innovative organizations in the world. In addition to Knoch’s keynote, the event included online panel discussions and presentations by leading industry subject matter experts.
Knoch’s presentation covered the shifting winds of the regulatory landscape, first impressions, reactions and responses to Reg BI, and some tips for fully embracing fiduciary advice.
You can watch a recording of Koch’s presentation (as well as other presentations from the summit) on the Finlocity website.
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.
