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.
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Los Angeles, California, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. For more information, please visit www.docupace.com.
