Docupace CMO Participates in AFO Wealth Management Forward Podcast
LOS ANGELES, California – June 15, 2023 – Docupace Chief Marketing Officer, Ryan George participated in a recent AFO Wealth Management Forward podcast episode, “Wealth Tech, CPA Advisors, and ChatGPT-4”. In this episode, Ryan & Rory discuss pain points for financial advisors in the current market, how you can leverage technology to enhance the client relationship, and the latest trends in wealth tech.
Click here to listen to the full episode.
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.
