2025 Stevie® Awards for Sales & Customer Service Honors Docupace with Gold, Silver and Bronze Awards
Docupace Senior Vice President of Training and Support Debbie Miller recognized as Woman of the Year in Customer Service category
Holmdel, NEW JERSEY – March 13, 2025 – Docupace, a leading provider of software to streamline back-office operations of wealth management enterprises and financial advisors, today announces it has received three awards for excellence in customer service from the 2025 Stevie® Awards. The company won a Silver Stevie Award for “Frontline Customer Service Team of the Year”, a Bronze Award in the “Best Use of Omnichannel in Customer Service” category, and SVP of Training and Support Debbie Miller was recognized with a Gold Stevie for Woman of the Year in Customer Service.
“We’re honored to receive a Stevie Award for excellence in customer service, a testament to our team’s relentless dedication to excellence and innovation,” said Docupace Chief Executive Officer David Knoch. “These awards reflect our Service and Support Team’s commitment to putting our clients first.”
Docupace’s Debbie Miller, Vice President of Customer Support and Training wins a Gold Stevie Award for Woman of the Year in Customer Service.
Debbie Miller has demonstrated exceptional leadership and innovation as Manager of Support at Docupace since April 2022. Miller brings over a decade of experience managing service teams – transforming team culture, increasing employee engagement and significantly boosting customer satisfaction. Miller’s focus on innovation, efficiency and collaboration has positioned Docupace as an industry leader, setting benchmarks for customer experience and employee engagement.
From a Stevie Awards Judge: “Compared to other industry leaders, Debbie’s skill in driving transformative change while preserving operational efficiency—without increasing headcount—is truly remarkable.”
Miller, who joined Docupace in 2023 after nearly 7 years at Envestnet, recently received her third promotion in three years at Docupace – promoted to Senior Vice President of Support and Training in January 2025.
“We’re continuously evolving our approach — leveraging technology, personalization, and proactive support—to set a new standard for what exceptional service means,” says Miller.
The PreciseFP Support Team wins a Silver Stevie Award for Front-Line Customer Service Team of the Year in Customer Service.
The PreciseFP Support Team has demonstrated a consistent track record of excellence in customer service. This team boasts an exceptional average response time of less than 30 seconds and maintains a remarkable monthly customer satisfaction rate of 98%. Formed to enhance client interactions, the team has become integral to PreciseFP’s sustained success and growth. Their hallmark features include personalized responses, proactive communication, and rigorous training programs that keep them aligned with best practices.
From a Stevie Awards Judge: “The PreciseFP Support Team’s achievements are significant due to their sustained excellence amidst substantial challenges, outperforming industry benchmarks and their historical performance.”
Docupace’s Omnichannel Customer Services wins a Bronze Stevie Award for Best Use of Omnichannel in Custom Service – Financial Services Industries.
In mid-2022, Docupace implemented a comprehensive customer portal featuring ticket tracking, direct communication, and escalation options. By early 2023, additional tools such as dashboards and trend reports were launched, enabling 89% of client requests to be processed through the portal by April 2023. The final phase in 2024 introduced chat and phone support with dedicated representatives, driven by client feedback.
Docupace now processes 99% of inquiries through its portal, managing 400 tickets monthly. The company’s commitment to client-focused solutions and continuous improvement has positioned it as a leader in customer service innovation.
From a Stevie Awards Judge: “Overall, this represents a significant leap forward in service excellence,” said Stevie Awards judge.
This is the second-straight year Docupace has been recognized with three awards from the Stevie’s.
19th Annual Stevie Awards for Sales and Customer Service
The Stevie Awards for Sales & Customer Service are the world’s top honors for customer service, contact center, business development and sales professionals. The Stevie Awards organizes nine of the world’s leading business awards programs, also including the prestigious American Business Awards® and International Business Awards®.
Winners will be celebrated during a gala event attended by more than 400 professionals from around the world at the Marriott Marquis Hotel in New York City on April 10.
Stevie Awards president Maggie Miller stated, “The outstanding scores awarded to this year’s Stevie winners reflect the exceptional levels of achievement they demonstrate. We proudly join the judges and the entire Stevie Awards community in congratulating and celebrating the winners on their accomplishments.”
More than 2,100 nominations from organizations of all sizes and in virtually every industry, in 45 nations and territories, were considered in this year’s competition. Winners were determined by the average scores of 176 professionals worldwide on seven specialized judging committees. Entries were considered in more than 90 categories for customer service and contact center achievements, including Contact Center of the Year, Award for Innovation in Customer Service, and Customer Service Department of the Year; more than 60 categories for sales and business development achievements, ranging from Senior Sales Executive of the Year to Sales Training or Business Development Executive of the Year to Sales Department of the Year; and categories to recognize new products, services, and solution providers.
Details about the Stevie Awards for Sales & Customer Service and the list of Stevie winners in all categories are available at www.StevieAwards.com/Sales. Nominations for the 2026 competition will be accepted starting this July.
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.
For more information, please visit www.docupace.com.
About The Stevie® Awards
Stevie Awards are conferred in nine programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, the Middle East & North Africa Stevie Awards, The American Business Awards®, The International Business Awards®, the Stevie Awards for Great Employers, the Stevie Awards for Sales & Customer Service, the Stevie Awards for Technology Excellence, and the Stevie Awards for Women in Business. Stevie Awards competitions receive more than 12,000 entries each year from organizations in more than 70 nations and territories. More than 1,000 professionals around the world participate in the Stevie Awards judging process each year. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide.
Learn more about the Stevie Awards at http://www.StevieAwards.com.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
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