M Holding Securities Customized an End-to-End Paperless Solution Using Docupace

Briget McNamara-Fenesy, President and CEO of M Holding Securities on Working with Docupace to Solve Operational Challenges

“The best thing in the Docupace relationship is that we have a partner to go to, to work with, to resolve issues, and to make our processing even better.”

M Holding Securities, the broker-dealer arm of M Financial Group, worked with Docupace to implement a custom solution that includes account opening, automated underwriting, forms bundling, and e-signatures. 

With access to Docupace’s customer success team and subject matter experts, M Holding was able to customize their solution, allowing them to create a workflow unique to their organization. 

Watch the video to see the CEO and President of M Holding Securities, Briget McNamara-Fenesy, describe how working with Docupace makes a positive impact on business.  

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