Wharton Fintech Podcast

Gabriela Ariana Campoverde sits down with Ryan George, Chief Marketing Officer of Docupace. Founded in 2002, Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. For close to two decades, this company has served wealth managers and helped them to work faster, more securely, and with fewer errors. The platform is composed of client onboarding, document management, advisor transition, and regulation business intelligence features. In this episode you will learn about how Docupace empowers its users to do more in less time, the types of users the company works with, the importance of back office innovation and Ryan’s fifteen-year career in Financial Services. Ryan George Ryan George is the Chief Marketing Officer of Docupace. Prior to joining Docupace, Ryan was in various marketing positions at GuideStone Financial Resources, 1st Global, and U.S. Global Investors. He has spent over fifteen years of his career in Financial Services