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Wealthies Circle Podcast: The Data vs. Documents Battle Within the Financial Services Industry

Docupace CEO David Knoch explains why “document management” should really be considered “data management.”

 

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In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations.

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Docupace CEO David Knoch

In this episode, we discuss:

  • How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA
  • David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)
  • The steps Docupace is taking with compliance to keep advisors on track
  • How is Docupace alleviating the need for “repapering”
  • Why “document management” should really be considered “data management.”

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