Discover how a seamless user experience with technology can transform efficiency for financial advisers. Learn how Docupace’s latest innovations streamline workflows, reduce administrative burdens, and enhance client interactions. Join Docupace and Wealthbox to explore best practices for optimising your tech stack.
This webinar will cover:
- How intuitive technology improves adviser productivity and client satisfaction.
- Best practices for integrating Docupace and Wealthbox to streamline operations.
- Ways to reduce paperwork bottlenecks and automate key processes.
- Real-world examples of firms enhancing their workflows with smarter technology.
Speakers
- Larry Reiter, Executive VP of Client Solutions at Docupace
- Chris Kopanski, Sr. Product Specialist at Wealthbox
“The Wealthbox integration with Docupace streamlines the account opening process and improves back-office operations to help advisers become efficient and grow their business.” Jomin Bishop, VP of Sales at Wealthbox.
