Docupace, a front and back-office automation solution, has partnered with WalkMe to offer broker-dealers and advisors better tools to implement Docupace services.
As part of the strategic partnership WalkMe’s digital adoption platform will support the creation of interactive, on-screen sequences to guide and engage users of Docupace. The deal will ensure Docupace customers can easily navigate the platform, ensuring best customer experiences.
WalkMe uses an AI and machine learning-powered algorithm to streamline digital adoption both internally and externally, to make sure a customer or an employee is presented with the most accurate information when they request it. The technology overlays on all applications to businesses the ability to generate insights into user-behaviour and use this to personalise experiences and boost productivity.
Through the new partnership clients can access a new customised Docupace service which is tailored to the individual workflow needs of users – guidance will be supplied by the team when needed. The goal of this new joint platform is to further improve the digital onboarding and learning processes.
WalkMe is now available for both current and new users of the Docupace platform for an additional charge.
Los Angeles-headquartered Docupace is a data driven digital operations platform supporting the wealth management industry, including broker-dealers, RIAs and insurance organisations. The tools are designed to improve both front and back-office tasks.
The company offers SEC and FINRA compliant workflow solutions, document management, client onboarding, advisor transitions, and cybersecurity solutions.
Docupace CEO Mark Tapling said, “Getting the most out of technology is critical to advisor success, so that they can focus on their clients and servicing them to the best of their ability.
“A major hurdle for broker-dealers and large RIAs is advisor technology support and utilization. We are excited to partner with WalkMe and provide our clients with a customized guide on how to best support their workflow and increase adoption across their organization, while allowing them to maximize the benefits and capabilities of the Docupace platform.”
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