Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace

David Knoch, CEO of DocuPace, brings over 20 years of financial services leadership to the table. He discusses the strategic changes at DocuPace, fueled by significant investment, and highlights user experience improvements through AI and automation. The conversation also tackles the integration of technology in wealth management, the nuances of mergers and acquisitions, and the importance of choosing the right partners. Knoch shares insights on enhancing user experience and previews exciting innovations set for release in 2025.