Wharton FinTech Podcast cover image

Ryan George, CMO of Docupace -- Modernizing and Digitizing the Back Office

Wharton FinTech Podcast

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How Do You Automate Your Financial Advice Process?

The process of opening an account is not dissimilar to signing a mortgage or anything. There's all sorts of things that have to go through into boxes that need to be checked. We think, we can deliver a better eclined experience, better adviser experience, as well as a better experience for the people in the home office tat have to then process that paper work.

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