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Wealthies Circle

Wealthies Circle Podcast: The Data vs. Documents Battle Within the Financial Services Industry

Docupace CEO David Knoch explains why “document management” should really be considered “data management.”

 

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.

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Docupace CEO David Knoch

In this episode, we discuss:

  • How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA
  • David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)
  • The steps Docupace is taking with compliance to keep advisors on track
  • How is Docupace alleviating the need for “repapering”
  • Why “document management” should really be considered “data management.”

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