Docupace Appoints Mary Nelson as Chief Client Officer

Docupace Taps SaaS Veteran Mary Nelson to Lead Next-Gen Client Experience

Docupace, the cloud-native engine quietly powering many of America’s financial advisors, thinks it has found the right person to overhaul that experience from the inside out. Today, the Holmdel, New Jersey–based company announced that SaaS veteran Mary Nelson will join as its new Chief Client Officer. Mary is tasked with redefining what it means to support the modern financial advisor, according to the firm. Nelson’s resume points to deep experi…

Docupace Appoints Mary Nelson as Chief Client Officer

Nelson to Elevate the Docupace Client Experience and Enhance Engagement Across the Spectrum for Wealth Management Providers Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced the appointment of Mary Nelson as chief client officer. As chief client officer, Nelson will oversee all post-sale functions including onboarding, client success, support a…