24 min

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

    • Technology

Gabriela Ariana Campoverde sits down with Ryan George, Chief Marketing Officer of Docupace. Founded in 2002, Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. For close to two decades, this company has served wealth managers and helped them to work faster, more securely, and with fewer errors.

The platform is composed of client onboarding, document management, advisor transition, and regulation business intelligence features. In this episode you will learn about how Docupace empowers its users to do more in less time, the types of users the company works with, the importance of back office innovation and Ryan’s fifteen-year career in Financial Services.

Ryan George

Ryan George is the Chief Marketing Officer of Docupace.

Prior to joining Docupace, Ryan was in various marketing positions at GuideStone Financial Resources, 1st Global, and U.S. Global Investors. He has spent over fifteen years of his career in Financial Services and is a proud Texan. He is a graduate of the University of Texas at Austin, where he studied Public Relations.

To follow him on Twitter visit twitter.com/RealRyanGeorge1.

About Docupace

Docupace is a technology company built for the wealth management industry. They’ve been on a mission to eliminate paperwork since 2002.

For additional information on Docupace, please visit docupace.com | Twitter: twitter.com/docupace

For more FinTech insights, follow us below:

Medium: medium.com/wharton-fintech

WFT Twitter: twitter.com/whartonfintech

Gabriela’s Twitter: twitter.com/byGabyC

Gabriela’s LinkedIn: linkedin.com/in/gcampoverde

Gabriela Ariana Campoverde sits down with Ryan George, Chief Marketing Officer of Docupace. Founded in 2002, Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. For close to two decades, this company has served wealth managers and helped them to work faster, more securely, and with fewer errors.

The platform is composed of client onboarding, document management, advisor transition, and regulation business intelligence features. In this episode you will learn about how Docupace empowers its users to do more in less time, the types of users the company works with, the importance of back office innovation and Ryan’s fifteen-year career in Financial Services.

Ryan George

Ryan George is the Chief Marketing Officer of Docupace.

Prior to joining Docupace, Ryan was in various marketing positions at GuideStone Financial Resources, 1st Global, and U.S. Global Investors. He has spent over fifteen years of his career in Financial Services and is a proud Texan. He is a graduate of the University of Texas at Austin, where he studied Public Relations.

To follow him on Twitter visit twitter.com/RealRyanGeorge1.

About Docupace

Docupace is a technology company built for the wealth management industry. They’ve been on a mission to eliminate paperwork since 2002.

For additional information on Docupace, please visit docupace.com | Twitter: twitter.com/docupace

For more FinTech insights, follow us below:

Medium: medium.com/wharton-fintech

WFT Twitter: twitter.com/whartonfintech

Gabriela’s Twitter: twitter.com/byGabyC

Gabriela’s LinkedIn: linkedin.com/in/gcampoverde

24 min

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