13 Docupace Technologies Customer Testimonials & References

OVERALL CUSTOMER
REFERENCE RATING

4.7

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"Docupace allows advisors and staff to submit business in a simplified and secure way...."

John Barragan

Senior Vice President & Head of Strategic Operations

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"Anytime we’d run into bumps in the road, Docupace has been reactive to whatever our needs were...."

Scott Jenkins

Director of Information Technology

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"It’s very important that Vanderbilt specializes in sustainability and impact investing, Investors are..."

Kerim Tulun

Certified Financial Planner

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"The biggest thing with Docupace is the strength of partnership for an industry where it changes const..."

Bob Earle

National Life Group

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"Now, the service reps will go in, they set up the account, and they’re able to send the package to th..."

Scott Montes

Branch Office Supervisor

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"Had we prepared the paperwork to transition clients ourselves, we probably would have had a higher NI..."

Steve Hill

CPA Financial Advisor

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"The team really understand financial services and cybersecurity. There are plenty of vendors for cybe..."

Jason Kavanaugh

Valmark Financial Group

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"Getting all the paperwork together was not something that could be done in just a few minutes, so whe..."

Adam Pearce

Certified Financial Planner

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"When I discovered Docupace, I was looking for a straight-through processing method. Something electro..."

Steve Distante

Chief Executive Officer and Chief Entrepreneurial Officer

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"Before I would keep hard copies here, just because I couldn’t see what we submitted on the Broker-Dea..."

Zarefa Marini

Administrative Assistant supporting James P. Maher, JD, CSSC

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"The best thing in the Docupace relationship is that we have a partner to go to, to work with, to reso..."

Briget McNamara-Fenesy

President and Chief Executive Officer

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"The clear choice was Docupace. We wanted a system that could provide a better way to store and access..."

Tricia Sullens

Compliance Director

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"When Hurricane Ike hit in September 2008, we would have been forced to relocate the entire vault and..."

Scott Wallace

President

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Testimonials & Customer References of individual Docupace Technologies customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if Docupace Technologies is the right business software or service for your company.

We monitor all 13 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.