Nelson to Elevate the Docupace Client Experience and Enhance Engagement Across the Spectrum for Wealth Management Providers HOLMDEL, N.J. , April 29, 2025 /PRNewswire/ -- 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 and professional services. Her leadership will be instrumental in advancing Docupace's mission to eliminate friction and empower advisors to spend more time with clients..
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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 HOLMDEL, N.J., April 29, 2025 /PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and...