Docupace Participated in Recent Webinar with Wealthbox
LOS ANGELES, California – December 21, 2021 –Docupace Kevin Johannesen and Richard Thoeny participated in recent webinar, “Automated Account Opening and CRM: A Webinar on the Integration of Wealthbox + Docupace“. During this webinar leaders from Wealthbox and Docupace demonstrated the latest updates to the automated account opening integration including pushing contact info to client folders in Docupace.
Click here to watch full replay.
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
