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.
![david-knoch-docupace.jpg](/sites/wealthmanagement.com/files/david-knoch-docupace.jpg)
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.”
Listen to this podcast
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