Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
WealthTech Today
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Intro
This chapter delves into the strategic changes at DocuPace under new leadership, highlighted by a substantial investment from GenStar Capital. It also explores enhancements in user experience through platform redesign, AI integration, and the crucial role of data management in wealth management software.
Transcript
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