Dear Colleagues,
First, we would like to share our best wishes towards everyone’s health and safety as we work through the challenges of the COVID-19 setback. Most importantly, we send these wishes with a commitment that we will work together to support each other in this unprecedented window of time. At Docupace, we are committed to the thesis that our best opportunity to minimize the long-term effect in our market is to band together as a Wealth Management Industry Team. In that regard, we would like to show our commitment by supporting the Team early.
Over the past three weeks, we have heard compelling stories from Customers and Partners about how users have been able to process unprecedented numbers of investment-related transactions completely remotely using digital solutions. In some cases, we have heard of organizations achieving all-time productivity highs, without a single person in the office.
At Docupace, we received this as a clear signal that digitizing as many elements of your operations as possible, creates a very powerful and adaptable Business Continuity Plan.
Docupace is pleased to have the strength and resources to take the lead on this important Wealth Management Industry Team initiative. Effective today, we are announcing a series of Digital Adoption Bundles that lower the cost and barriers to digitizing your environment. The summary of our Digital Adoption Bundles for Q2 2020 include:
- Docupace Professional Services fees for current customers are reduced by 25%
- Docupace Platform customers receive unlimited new user licenses for both Advisors and Back Office staff at no additional cost. New customers receive free 90-days of unlimited user licenses or 25% reduced Professional Services fees
- Docupace Advisor Transitions system setup reduction of 40% with a minimum committed number of transition
- Docupace online and custom training is reduced by 50%
- Docupace Document Management available for 3 months free with reduced monthly user licenses for RIAs
- Quik! digital forms are offered with a 90-day free license and free form updates for new customers. Existing customers are eligible for 50% reduced form updates
- SIGNiX electronic signatures are offering 100 free envelopes for new customers
- OS33’s Workplace Frontline Cybersecurity is offered with a 90-day free license
- WalkMe’s Digital Adoption Platform is being offered with 90-day free on an annual license order including 5 free pre-packaged walk-throughs at no cost
- Beacon Strategies is offering a 40% reduction in consulting fees for optimizing business processes and digital adoption strategies
I hope that everyone will be able to consider banding together as a Wealth Management Team and receive our Digital Adoption Bundles in the positive spirit in which they are offered. Our sincere thanks to all of our Partners who have joined the Team early.
If you are a current Docupace Customer, your Account Manager will be in touch quickly to review whether any of these bundles could be of interest. For those who are unsure of your contact, and have an interest, please contact us at docupace.com/contact.
As always, we are very interested in hearing from all of our Customers, Partners, Prospects, and Friends. Please feel free to contact us at any time.
Our best wishes for continued health and success,
Sincerely,
