LOS ANGELES, March 5, 2018 /PRNewswire/ — Docupace Technologies, LLC, the leader in cloud-based workflow and document management automation software for the financial services industry, today announced that it will host its 2018 annual client conference, Docupace Vision, from April 23-25, 2018 at Gaylord Opryland Resort & Convention Center in Nashville, TN. The invite-only and all-inclusive conference provides a unique opportunity to collaborate with 150+ executives, technology experts, and industry thought leaders across the financial and wealth management industry.

“We are excited to announce our keynote speakers, Bill Winterberg, a leading fintech independent authority on technology in the financial services industry and Bill Curry, a world-renowned leader and communicator with an NFL career that included two Super Bowl titles and a stint as the President of the NFL Players Association,” said James Caulkins, CRO of Docupace Technologies. We’re looking forward to their incredible insight and perspectives.”

Docupace founder and CEO, Michael Pinkster, will present the opening keynote on Tuesday, April 24 at 8:30 a.m. PT. Michael’s keynote presentation will include why it’s crucial for fintech companies to provide broker-dealers, registered investment advisors (RIAs), and financial advisors with an intuitive, flexible, and secure automation solution that focuses on elevating the advisor and client experience.

“Innovations in artificial intelligence, automation, and predictive analytics gain much of the attention in financial services, but it is the byproducts of these innovations, increased efficiency, enhanced compliance, and a better client experience, that matter most for financial professionals,” said Bill Winterberg, CFP® of and Founder & President of FPPad.com. “It is absolutely essential that today’s leading enterprises support their financial professionals in the field by providing the best tools and resources available to enhance the true value of client-centered relationships.”

Conference Highlights Include:

• Client Appreciation Day. The conference will start with a Golf Outing and Grand Old Opry excursion followed by a networking event and cocktail reception.
• Client Counsel Forum. Industry leaders will meet to discuss critical factors shaping the industry and address how they can better serve their advisors and clients through innovation.
• Industry Expert Keynote. Bill Winterberg, CFP® and Founder & President of FPPad.com, will discuss the importance of innovation for financial and wealth management industry and ways technology can enhance a financial advisor value.
• Inspirational Keynote. In his presentation, Bill Curry, a Coach, Communicator, Educator, Motivator, and Author, will discuss how we can bridge personal and professional goals to meet high levels of success.
• Conference Emcee. Industry leader, Jack Cramer, Managing Director of Due Diligence Works, LLC, will help host and add key insights during the 3-day event.
• Industry Trends Presentation: Thought leader, Chip Kispert, Managing Partner of Beacon Strategies, LLC, will present their Wealth Management industry trends for 2018 and moderate “Docupace Talks – Fireside Chat: C-Suite Strategies for Growth and Success.”
• Partner and Product Expo. The Vision Partner and Product Expo will showcase solutions and services that can add significant value to the brokerage technology platform through an increase in operational efficiency and profit.
• Docupace Employee Retreat. “The two-day retreat after our client conference provides us with the opportunity to bring the team together to celebrate the success of our employees and company,” said Christina Cavalli, Director of HR of Docupace Technologies. “Equally as important is our Docupacian Gives Back activity to benefit the local Nashville community.”

About Docupace
Docupace is a leading provider of secure and compliant unified workflow and document management automation software for financial services firms and the wealth management industry. The company’s cloud-based transaction processing platform simplifies the process of capturing, organizing, routing, and accessing information, helping financial services firms meet SEC/FINRA compliance requirements.

Based in Los Angeles, California, the company’s solutions serve the largest financial services firms and their advisors who are adopting digital workflow solutions from automating client account opening and advisor onboarding to document management and beyond to increase operational efficiency, productivity, and profits. For more information, please visit www.docupace.com or follow @docupace (https://twitter.com/docupace).

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SOURCE Docupace Technologies, LLC