Care For Your Customers To Serve Them Best

David Knoch is the CEO of Docupace, the leading digital operations technology provider that simplifies how wealth management firms both process and digitize their data. Before joining Docupace, he served as President of 1st Global, a wealth management partner to CPA and tax planning firms. He was named to the ThinkAdvisor Luminaries Class of 2021 and was awarded CEO of the Year by WealthTech Americas in April 2022.

In this episode…

Do you have a financial plan? How can you go through the process faster, more securely, and with fewer errors? 

Financial planning can be a tedious and stressful process. Many financial services professionals are frustrated by the time-consuming process of fully helping their customers transform their finances. Thanks to Docupace, which has eliminated transactional paperwork and its associated costs, financial services firms can efficiently serve their clients and increase their profits.

In this episode of The Customer Wins, Richard Walker sits down with David Knoch, CEO of Docupace, to discuss how financial services firms can best serve their clients. David explains why Docupace’s process, working with clients in the early days, and how AI impacts the customer experience.