Transitioning to a True Digital Experience
Mary Kate Van Sickle, Director of Operations at a Mid-Size Broker-Dealer, on Using Docupace to Improve Back-Office Efficiencies
Mary Kate Van Sickle’s firm was a long-time Docupace customer, but hadn’t utilized the Docupace Platform to its full potential.
Looking to reduce the time advisors spent completing paperwork, Van Sickle chose to expand the firm’s relationship with Docupace, adding electronic paperwork processing solutions.
Van Sickle’s company has now reduced the need for manual paperwork, improved advisor satisfaction, and reduced NIGOs. They’ve also achieved better reporting, using Docupace data to make more informed business decisions in the back office.