Cetera Financial Group Swears By Docupace Workflow Automation Solutions

John Barragan, Senior Vice President & Head of Strategic Operations on the Docupace Difference


“Docupace allows advisors and staff to submit business in a simplified and secure way.”

The Docupace Platform helped Cetera Financial Group streamline their workflow automation and scale sustainably, while also providing a WORM-compliant storage solution. For Cetera, business simplification was the goal and Docupace helped them achieve it.

Watch the video to hear John Barragan, Senior Vice President & Head of Strategic Operations at Cetera, describe why working with Docupace is good for business.

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