Podcasts about docupace

On this week's episode Scott was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. Ryan has 15+ years of marketing and communications experience in the financial services industry. Before joining Docupace, he served as the Assistant VP, Marketing and Communications at 1st Global, a software solutions provider for CPA firms, where he spearheaded lead gen efforts and contributed to double-digit revenue growth. He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.In addition to being a finalist for the WealthManagement.com broker-dealer Chief Marketing Officer of the Year award in 2019, Ryan was also a finalist for the 2022 ThinkAdvisor LUMINARIES.He is a former chair of the Financial Services Institute Marketing Growth and Development Council, composed of top-level sales, marketing, and business development executives from across the industry and a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives. In this episode you will learn the following: All about Docupace and how it helps advisors optimize their practiceFintech/wealth management tech trends: What's worth paying attention to, and what isn'tHow AI comes into play to analyze dataThe back-office revolution in wealth management: Why enhancing how the work is done is improving the client experienceUnlocking growth: The future of financial advice and how technology will change the financial services industry in the coming yearsConnect with Scott on LinkedInConnect with  Ryan on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Docupace click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook

I sit down with Ryan George, the CMO of Docupace, a leading cloud-based fintech platform transforming the back office processes in the financial services industry. With over 15 years of marketing and communications experience in finance, Ryan shares his journey and how he became a driving force in modernizing and digitizing the back office. Discover the transformative trends in fintech and wealth management tech as Ryan sheds light on what's worth paying attention to and what might be overhyped, including the role of cryptocurrency and the potential impact of AI in the industry's future. The COVID pandemic accelerated the back office revolution in wealth management, and Ryan emphasizes the importance of digitizing and transforming these processes to enhance efficiency and improve the client experience. Learn how Docupace's platform played a significant role in transforming operations for leading financial firms like RBC wealth management by reducing processing time and paperwork rejections. Docupace's impressive journey is backed by over $70 million in funding, and the company serves some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. Tune in to hear how Docupace earned accolades like being named to the 2021 Inc. 5000 list of America's fastest-growing private companies and winning the 2021 Gold Globee Award for "Hot Technology of the Year." Ryan's admiration for business leader Jamie Dimon, CEO of JP Morgan Chase, stems from his optimism and perspective, and he discusses how technology is reshaping the financial industry. Don't miss this episode where Ryan George shares his expertise and insights into the future of financial advice and how technology will revolutionize the financial services landscape in the years to come. Whether you're a financial professional, tech enthusiast, or interested in the future of finance, this episode offers a fascinating exploration of the back office revolution and its transformative impact on the industry.

We are back this week with another episode of Quantum Growth for Financial Advisors to talk about technology, scale and efficiency as it related to client communication in the wealth management industry. Filling in for Jon this week is Joseph Greco, who talks to Ryan George, CMO of Docupace about what he believes is a The post The Golden Opportunity Right Now in the Advice and Wealth Management Industry with Ryan George appeared first on Kuttin Consulting Group.

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.  Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm's recent white paper — Five Ways to Capitalize on the Changing Attitudes of American … Continue reading Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George →

Jason talks to Ryan George, CMO of Docupace. It is a platform for paperless tools basically designed to automate your back office or the financial advisors back office that, eliminate a lot of the heavy lifting and pain that we go through daily.Episode Highlights:03:07: Ryan is working with and working for people who are sometimes in the background of the business, whether it's connecting to the CRM and having a wireframe into that business or another level of deep integration.05:56: As per Ryan, in the early 2000s, they sort of had the mainframe systems where everything was a locked technology ecosystem, and in terms of what it was able to do and what happened, that led to this explosion of innovation.11:01: As per Ryan industry average is around between 25 to 27% of the NIGO rate for large enterprises, which sounds extremely high because it is on Docupace, it's below 3% for their clients.12:00: As per Ryan, APIs are a big part of their integrations and a big part of their systems. 18:26 Ryan discusses how the pandemic drove growth in digital data gathering.24:37: Sometimes, your clients will lead you down the path to destruction. It's a matter of knowing where to draw the line and saying this is what's good for us.28:01: As per Ryan, there is a need to pivot, and we need to change things in order to get to where we are trying to do what we are trying to move, move faster, be more agile, be more innovative, serve customers in a different way.30:42: As per Ryan, they are not at the level of creativity to where people are coming up with creative solutions to solve because they don't know what the problem is yet.3 Key Points:Ryan shares a case study of someone he has dealt with who didn't have the interconnectivity, what kind of experience change they see within their company, and what type of productivity gains they get from this.Docupace provides tracking in the dashboards where if paperwork gets submitted, somebody must call and say, hey, where's Joe and sell his application.Ryan shares what are the new features of Docupace that they are going to implement in the coming years.Tweetable Quotes:"We want to be a cohesive glue that helps connect your financial planning software, custodian, and systems together as you integrate throughout the technology stack that you have at your firm." – Ryan"Often, it's not the technology, it's the humans that become the inefficiency in the system, and we are trying to find that." - Ryan"Do you have the people in management or middle management with the vision for how this all comes together, which is a is and it's a very difficult thing to fill because it's a Venn diagram." - Jason"People who understand the digital realm as to what's possible and being able to tie that all together. Those are the single most valuable people in our enterprises these days." - Jason"There are so many uses for being able for one person to get data from another person, and that is never going to go away in this business." - RyanResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInLinkedIn - Ryan George Hosted on Acast. See acast.com/privacy for more information.

Looking for ways to simplify your business processes? Join us today as we chat with Ryan George, Chief Marketing Officer at Docupace. As an expert in digitizing businesses, Ryan will be sharing valuable insights on how Docupace integrates with various companies and offers streamlined financial services. He'll also be discussing his predictions for upcoming trends in 2023. Don't miss out on this opportunity to learn how Docupace can help you streamline your operations. Tune in now! www.soarpay.com/2023/04/docupace

Ryan George, Chief Marketing Officer at Docupace, joins today's show. We talk about wholesaler / marketing dynamics and a few contrarian takes about topics trending in the industry today.https://www.linkedin.com/in/rageorge/

What's going on with WealthTech these days, building a best-in-class fintech and advice for marketing teams with Docupace Chief Marketing Officer Ryan George this week on the Fintech Newscast Click Subscribe to keep up to date on the world of fintech!  Reach us at info@fintechnewscast.com or at @fintechnewscast on Twitter

What's going on with WealthTech these days, building a best-in-class fintech and advice for marketing teams with Docupace Chief Marketing Officer Ryan George this week on the Fintech Newscast Click Subscribe to keep up to date on the world of fintech!  Reach us at info@fintechnewscast.com or at @fintechnewscast on Twitter

In this episode, Rory speaks with Ryan George of Docupace about his journey from the tax-focused wealth management world for CPAs to his current role as CMO of a leading fintech platform for Independent Broker-Dealers and RIAs. Discover the top pain points for financial advisors and CPAs in the current market and how technology can help solve these challenges. Find out you can leverage technology to enhance zthe client-advisor relationship and expand your service offerings in an increasingly crowded technology marketplace. Learn about the latest trends and innovations in wealth management technology, as discussed at the T3 conference. Do you want to know why 60% of Americans are reevaluating their perception of wealth? Do you want to know how CPAs and advisors can continue to position themselves as trusted advisors in the face of changing technology and consumer behavior? Find out the answer to these questions and more with CMO Ryan George.

A startling 6.6% of Fortune 500 companies have women as their CEOs and only 23% of C-Suites are made up of women. Such statistics show that gender bias is prevalent despite increased traction and awareness around diversity, equity, and inclusion. While progress is slow, thankfully, it is not stagnant. Many businesses receive questions about the lack of diversity within their organization and what they are doing to fix it.  In this episode, Jack speaks with three wealthtech legends: Noreen Beaman, Vice Chair Board of Directors at Orion Advisor Solutions, Lori Hardwick, Board Director at Cetera, Orion, and Cerity Partners and Board Chair at Vestwell and Docupace, and Cheryl Nash, Chief Executive Officer of Financial Supermarket at InvestCloud. The three discuss important themes that have led to their professional wins: embracing challenges, trusting your instinct, working hard, and surrounding yourself with a strong support system. Lori, Cheryl, and Noreen talk with Jack about the evolution of their careers, their advice for women in wealthtech, and their thoughts on where the industry is headed. Key Takeaways [02:47] - An introduction to Lori Hardwick. [04:01] - An introduction to Noreen Beaman. [05:39] - An introduction to Cheryl Nash. [07:43] -  The evolution of Noreen's career.  [10:02] - How taking chances benefitted Cheryl's career. [12:03] - An overview of Lori's career. [15:10] - Cheryl's advice for women in wealthtech. [17:02] - Lori's professional pearls of wisdom. [19:15] - Noreen's sage words for women in wealthtech. [24:31] - The importance of building your network to solve problems.  [27:20] - Lori's view of the future of the business. [28:47] - Cheryl's thoughts on the potential of the wealthtech industry. [30:18] - Noreen's view on the innovation and digitization of wealthtech.  [32:34] - Cheryl's key takeaway: find a support system. [33:20] - Lori's key takeaway: be brave. [34:21] - Noreen's key takeaway: be resilient. [35:21] - How Lori spends her time outside of work. [36:22] - How Noreen spends her time outside of work.  [37:48] - How Cheryl spends her time outside of work. Quotes [09:15] - “You need to take chances and try different things. It doesn't mean you'll always be successful at them, but without having those experiences, you will not really be able to move along in your career like you need to.” ~ Noreen Beaman [16:01] - “What gets measured really gets done. You should ask that your firms are measuring diversity, not just gender, and that you reward those who take it seriously and do the right things to keep women and diverse candidates and grow them.” ~ Cheryl Nash [33:24] - “I had someone tell me just a couple months ago, ‘you wrote your own story.  You didn't let anybody else be the author of your story.' I really appreciated that and I want to make sure I encourage other women and men to do that as well.” ~ Lori Hardwick Links  Lori Hardwick Cheryl Nash Noreen Beaman Orion Advisor Solutions Docupace InvestCloud Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Ryan George, CMO of Docupace, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the digitalization of wealth management, wealth management and WealthTech trends and implications for wealth advisors. Here is what they discussed in more detail: Ryan - how did you get to what you do these days? Wealth management in the US – what are the recent trends, and how do you see the outlook for this year? What is Docupace – what is the problem you solve, and why is it worth solving? What is your solution/services?  How do you differ from other solutions in this space? Is your solution scalable? Who are your key clients? What's your technology angle – is it proprietary tech or do you bundle various technologies together? To recap, how do you see the future of financial advisory further down the line? Favorite business book: Predictably Irrational: The Hidden Forces That Shape Our Decisions is a 2008 book by Dan Ariely, in which he challenges readers' assumptions about making decisions based on rational thought. What's the best way to reach out: Ryan George on LinkedIn or Docupace website

Ryan George is the Chief Marketing Officer at Docupace, the wealth management industry's go-to back office platform. He's a brand builder, content creator, idea connector and conscious leader shining a light on the best of what the financial advice and investment industry has to offer.Learn more about Docupacehttps://www.docupace.com/Connect with Ryan George on LinkedIn https://www.linkedin.com/in/rageorge/Connect with the host, Connor Dube, on LinkedIn: https://www.linkedin.com/in/socialsellingexpert/Brought to you by the B2B content marketing experts at www.ProvenContent.comGet access to free content marketing courses, no email opt in required, at www.ProvenContent.com/Free

The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz. Come on in and sit back relax, you're listening to Episode 161 of the WealthTech Today podcast. I'm your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Navigating the Markets. We're […] The post Ep. 161: Never Assume You Know the Market with Ryan George, Docupace appeared first on and was written by Craig Iskowitz.

Ryan George is a marketer, speaker, author, and expert panelist. He is the CMO of Docupace Technologies where he handles the marketing, communications, and events strategy of the wealth management company. He previously worked at 1st Global and U.S. Global Investors where he honed his expertise.  Alongside his work at Docupace, Ryan serves as the Chair of the Financial Services Institute's Marketing, Growth and Development Council as well as a member of the Forbes Communications Council. In this episode… Marketing budgets and successful pipelines can feel like a ludicrously expensive part of any business. The common narrative says that before you can make money, you first have to spend a lot of it. While there is truth to this statement, it does not have to be as painful as it initially seems — great marketers and clever teams have found ways to make a lot out of a little to maximize a modest budget. Most of this comes down to best practices, but there are some creative ways to bring in new customers. Now you too can learn some of those adjustments. In this episode of the Revenue Engine Podcast, Alex Gluz talks with Ryan George, the CMO at Docupace Technologies, to discuss efficient marketing and getting the most out of your sales. They walk through topics such as Docupace's own strategy, how to manage a successful sales pipeline, and how to find quality leads — all on a humble budget. Stay tuned!

The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz. Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Companies Mentioned Advisor Stream [25:40] Apex Clearing [07:20] Betterment [08:00] Broadridge [25:40] Docupace [02:05] Envestnet [02:05] Fidelity [10:35] FMG [16:50] Hearsay Social [25:40] Hootsuite [20:10] HubSpot [18:50] Marketo [18:50] Morningstar […] The post Ep. 156: August WealthTech News appeared first on and was written by Elana Iskowitz.

Ryan George, Chief Marketing Officer at Docupace, talks with Jeremy about the value of sharing content that features your company's employees and customers.Highlights:Why sharing content about people at your company can resonate with your audienceHow this strategy helps you stand out from competitorsEffective ways to highlight your company's peopleHow and why Ryan and his team created a new national holiday, Back Office Heroes Day (for reals!)Learn more about DocupaceConnect with Ryan on LinkedInMemorable Quotes:"Technology's nothing without the people, right? So I think we're learning that it's not people or technology. It's the combination of the two that really is where the X factor comes from.""When we built a new website, we made sure that everybody in the company, regardless of if you're in the mail room or the CEO, had a professional headshot photo, a professional bio available on our website because we wanted to put our people first.""We also pay really good attention to what other marketing that we like and we'll just take examples and put it in our selection to come back to you when you need it."

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz. Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […] The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

Welcome to another episode of 3-Minute-Marketing, where we interview the world's top growth-marketing leaders and turn their insights into short, binge-worthy TED talks for your listening pleasure. Today's guest is Ryan George, CMO at Docupace Technologies, a SaaS catering to wealth management firms. Ryan is a very interesting person who has been in the financial The post Why marketers need to report results in a non-marketing language with Ryan George of Docupace Technologies appeared first on WebMechanix.

Jason talks to Sebastian Skwarek, co-founder of PreciseFP. PreciseFP was a guest way back on episode 26 in the summer of 2018 with Co-Founder Don Whalen. Don talked about their digital onboarding platform or digital data gathering platform for financial advisors.Episode Highlights:1.25: Sebastian explains PreciseFP is the virtual data gathering and client onboarding platform, provides the ability to customize a client journey fully, bring data in-house, and then share that data with the tools that advisors use.2.22: There are many features with PreciseFP, but the key feature is that the advisors who come to PreciseFP are ready to use block finders and personalized and customizable fact-finders ready to use as the box. 10.12: Either CRM or financial planning software if we do not integrate with a given financial software, so either way, you will be able to move the data from a client-facing application, which is PreciseFP, into your CRM and then into financial planning software.12.08: Sebastian says that they wanted to make sure what they were implementing, the features they were released, should be used by advisers. It is not something they came up with because they thought these would be helpful. 14.00: Jason says that the big news with you guys is that you got acquired earlier this year by Docupace. Can you speak to that? 20.53: Sebastian says that they are proud of their customer support because this is where we meet our clients. We will always give you a walk-through the minute you sign up. We are going to reach out to you within 48 hours. We are going to schedule a meeting with you to make sure you understand what you are getting into and how easy it is to navigate through PreciseFP. 24.03: Sebastian says that we can implement everything, but we want to make the system easy to use and manageable at the end of the day. We wanted to bring a difference in a benefit to invite.3 Key HighlightsThe main features of PreciseFP is to build a journey from start to finish and automated components that are the fact-finders, PDF markers; it is a CRM or financial planning software.Sebastian says that they want to make and enable the right tech that they can use within your practice. Data gathering is one thing, and then managing that information once it comes to you elegantly and adequately on a bucket.Sebastian says that they are building a fantastic ecosystem that will become a norm within the wealth industry. There is more to come in the next six months.Tweetable Quotes“Lead generation pieces are built interactive client engagements that you can take out of the box as we give them from a template library or build your own.” – Sebastian“You cannot ever compare Google forms or fillable PDFs because the difference is first impression counts with your clients.” – Sebastian“Everybody requests different things, and balancing what's right and what will not work is a real challenge.” – SebastianResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorSebastian Skwarek – Linkedin Podcast Editing See acast.com/privacy for privacy and opt-out information.

The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz. “We talk about avoiding adverse outcomes from regulatory scrutiny, and that's important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it's being managed. So one of the […] The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.

The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz. “We talk about avoiding adverse outcomes from regulatory scrutiny, and that's important and that does cost money. But the other side of things is we have to help our clients build a process that is convincing, and that when FINRA looks in they have comfort and confidence that it's being managed. So one of the […] The post Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo/Docupace appeared first on and was written by Craig Iskowitz.

Gabriela Ariana Campoverde sits down with Ryan George, Chief Marketing Officer of Docupace. Founded in 2002, Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. For close to two decades, this company has served wealth managers and helped them to work faster, more securely, and with fewer errors. The platform is composed of client onboarding, document management, advisor transition, and regulation business intelligence features. In this episode you will learn about how Docupace empowers its users to do more in less time, the types of users the company works with, the importance of back office innovation and Ryan's fifteen-year career in Financial Services. Ryan George Ryan George is the Chief Marketing Officer of Docupace. Prior to joining Docupace, Ryan was in various marketing positions at GuideStone Financial Resources, 1st Global, and U.S. Global Investors. He has spent over fifteen years of his career in Financial Services and is a proud Texan. He is a graduate of the University of Texas at Austin, where he studied Public Relations. To follow him on Twitter visit twitter.com/RealRyanGeorge1. About Docupace Docupace is a technology company built for the wealth management industry. They've been on a mission to eliminate paperwork since 2002. For additional information on Docupace, please visit docupace.com | Twitter: twitter.com/docupace For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Gabriela's Twitter: twitter.com/byGabyC Gabriela's LinkedIn: linkedin.com/in/gcampoverde

We sit with Ryan George, CMO at Docupace, to talk about all things culture and how to win over your customers by being an internal advocate.

In this episode, Greg Wilson, CISO of Docupace, discussed the rise of ransomware during uncertain times (i.e. COVID pandemic), whether its here to stay, and how to prevent damage with security hygiene.

This week, host Mike Woods is joined by Ryan George, CMO of Docupace. With over 15 years of experience and a nomination for CMO of the year from Wealth Management while working with First Global, Ryan brings advisors a wealth of marketing and financial services knowledge.   In this episode, Ryan spotlights some of the macro and micro marketing and technology features advisors should adopt. Tune in as Mike and Ryan discuss the technology being used to close the gap between clients and advisors, how to provide a truly personalized client experience, and what advisors are missing in their marketing. Ryan also provides some advice to advisors that don't feel confident in their marketing and highlights some of his favorite industry thought leaders. If you're looking for solutions to create efficient marketing and truly answer your client's needs, then you can't miss this episode.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don't forget to subscribe and leave us a review.  

Looking for a comprehensive digital operations solution for your business? Ryan George, the CMO of Docupace, joins us on episode 31 of The Future of BizTechLearn more about Docupace at: https://www.docupace.com/ Find Ryan George on LinkedIn here: https://www.linkedin.com/in/rageorge/_____J.C. Granger is the founder and CEO of Infinity Marketing Group. The company provides marketing solutions and LinkedIn lead generation for B2B tech companies.Find J.C. on LinkedIn: https://www.linkedin.com/in/jcgranger/Learn more at https://www.infinitymgroup.com​Find the show notes and full transcript of this episode: https://www.infinitymgroup.com/the-future-of-biztech-podcast/epi-31-grow-your-productivity-profitability-with-automation-ryan-george-cmo-of-docupace/

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz. “When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […] The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz. “When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […] The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.

This episode was produced remotely using the ListenDeck standardized audio production system.  If you’re looking to upgrade or jumpstart your podcast production please visit www.listendeck.com.  You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Michael Pinsker, Co-founder & CEO of Docupace. Docupace is a digital operations technology provider for wealth management firms processing and digitizing data, providing digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance.   Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify, Amazon and iHeartRadio to hear Thursdays interview with Swapnil Shinde from Zeni. About the host:   John, is the host of the  ‘Bank On It’ podcast recorded onsite in Wall Street at OpenFin and Million Dollar Startup, a fully remote, high quality pitch competition podcast.   He's also the founder of the remotely recorded, studio quality standardized audio production system ListenDeck.   Follow John on LinkedIn, Twitter, Medium

This episode was produced remotely using the ListenDeck standardized audio production system.  If you’re looking to upgrade or jumpstart your podcast production please visit www.listendeck.com.  You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Billy Libby, Co-founder & CEO of Upper90. Upper90 is a hybrid fund that provides credit and equity to founders in e-commerce, enterprise, and fintech.   Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify, Amazon and iHeartRadio to hear next Tuesdays interview with Michael Pinsker from Docupace. About the host:   John, is the host of the  ‘Bank On It’ podcast recorded onsite in Wall Street at OpenFin and Million Dollar Startup, a fully remote, high quality pitch competition podcast.   He's also the founder of the remotely recorded, studio quality standardized audio production system ListenDeck.   Follow John on LinkedIn, Twitter, Medium

Larry Goldberg Senior Director and Head of Accessibility Verizon Media joins me to chat about - Global Accessibility Awareness Day is May 20 and we'll be celebrating in a number of ways, as will many tech companies.- We recently announced that 100% of the videos on our properties will be closed captioned (by human editors, not automatic speech recognition/machines).- We are donating $5 million in advertising to a number of disability advocacy organizations to promote their work.- Plus the latest in virtual reality accessibility, from the org we co-founded with a group of universities, companies and advocates: XR AccessRyan George, the Chief Marketing Officer at Docupace speaks about: The ins and outs of a career in financial services, specifically as a CMOWhat brought him to this point in his careerThe best advice he has received, and what he would share with someone starting out in the industry His favorite and least favorite parts of the jobMuch more!

Docupace's CEO, David Knoch, joins Coruzant Technologies for the Digital Executive podcast. He shares how is is leveraging new technology to solve the back office problems with task-driven work. Leveraging technologies such as AI robotic process automation, and transaction surveillance.

In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations. In this episode, we discuss: How Docupace can help a financial advisor whether they are part of a large IBD or if they are … Continue reading Data vs Documents; The Battle Within The Financial Services Industry – with David Knoch →