Learn how Docupace transformed from cloud-native platform to AI-powered wealth tech leader, leveraging AWS partnerships and customer obsession to accelerate growth.

Topics Include:

• Docupace Technologies has served wealth management firms for twenty years.
• Three SaaS product lines streamline advisor workflows and back offices.
• AI transforms both customer operations and Docupace's internal business practices.
• Trust between advisors and investors drives conservative technology adoption approach.
• Serving seven top-ten broker dealers demands careful data security strategies.
• AI shifts financial systems from deterministic certainty to probabilistic outcomes.
• Industry began AI adoption with simple meeting note-taking applications.
• Docupace's agentic AI framework enables safe, observable, orchestrated agent deployment.
• Multiple verification layers and human oversight ensure zero-error financial operations.
• Internal AI implementation required nine months navigating change management hurdles.
• Team curiosity and rapid experimentation matter more than traditional skill sets.
• AWS customer obsession and partnership programs dramatically accelerate business growth.

Participants:

• Michael Pinsker – Founder and President, Docupace Technologies

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