Key Products

Docupace’s PreciseFP solution accelerates the ability of firms to adopt the digital-first mindset clients demand.

Docupace Platform is a comprehensive, customizable solution for digitizing wealth management operations and increasing efficiency, productivity, and profit.

Key Executives

David Knoch, Chief Executive Officer

David Knoch is an accomplished leader and financial services executive with more than 20 years of experience in the financial advice industry. David most recently served as president of 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. David set the strategic direction for the company, was the architect of its award- winning culture and drove revenues to nearly $200 million during his 11 years as president. His tenure ended with the $180 million sale of the firm to an industry peer in 2019. David’s purpose is to challenge others to create and lead purposeful lives; and he leads by example. He has previously provided expert testimony before Congress, been featured in the Wall Street Journal and has been voted one of the 25 most influential people in the Investment Advisory industry two years in a row, for 2018 and 2019. David was also recognized as one of the Class of 2021 LUMINARIES for Executive Leadership, a program which shines a spotlight on how the top-performing industry participants are producing meaningful results in the areas that matter most to advisors, rather than emphasizing asset levels, rankings, or the latest industry buzz.

David currently serves as the Immediate Past Chair of the Financial Services Institute (FSI) Board of Directors. David also serves as Chair of the North Texas Chapter of the Young Presidents Organization (YPO). David serves on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his Bachelor of Arts degree in political science from the University of Massachusetts Amherst and is a Certified Investment Management Analyst™ professional.

Ron Wallis, Chief Technology Officer

Ron Wallis serves as the Chief Technology Officer (CTO) at Docupace, helping clients harness the power of technology. Ron, within Docupace, leads initiatives, oversees development capacity, and advocates for technologies that empower our clients to do more by fully leveraging the Docupace Platform. It is his goal to provide technology that makes a real, meaningful difference in the lives of the people that use the Docupace platform from occasional usage to every moment of their working day.

Ron brings to Docupace a seasoned technology leader with over three decades of experience, developing leading technologies for companies including IBM, McDonald Corporation, and of course, all of the impressive list of companies that Docupace is proud to call partners and clients. Prior to joining Docupace, Ron early on was recognized as a leader in design and architecture, where he served as the head architect for a new initiative at McDonald’s Corporation, brought on specifically to create a global financial accounting system to serve all of the countries outside of the US. He then went on to co-found a company that focused on providing a technology platform with a transactional focus for CRM and customer support through workflow optimization and extensive enterprise-level integration. Before coming to Docupace in 2007, Ron merged this company, Hunt Group, with Datamax to form Exigen along with the founders of Genesys Labs.

Gregory Wilson, Chief Information Security Officer

Gregory Wilson is a United States Air Force veteran and the Chief Information Security Officer (CISO) at Docupace. Prior to joining Docupace, Wilson served as the Chief Information Security Officer at Pioneer Natural Resources and was the Head of Information Security at 1st Global. Wilson led the IT Compliance and Security function at TPG Capital and the IT Compliance and Security group at Lehigh Hanson.

Wilson serves as an Advisor for Menlo Ventures, YL and Vation Ventures and on Everylncome, LLC corporate Advisory Boards and Dallas Innovation Advisory Council. Wilson also serves on several professional and community boards, including Dallas CISO Executive Committee and SecureWorld Dallas.

Wilson graduated cum laude with a Bachelor’s degree in Public Administration from the University of Nebraska and a Master’s degree in Economics from the University of Oklahoma. Wilson holds a certificate from the Harvard Kennedy School cyber security executive program and holds the CISSP, CISM, CGEIT, CDPSE, PSM and PMP certifications as well as his Series 7, 24 and 66.

Joel Friedman serves as the Chief Customer Officer

As a member of the executive team, Joel works closely with all the teams directly supporting Docupace’s customers, including Professional Services, Support, and Education. Joel also manages Docupace’s Transition Assistant organization. A customer-first executive since joining Docupace in 2005, Joel has held a variety of roles at the company while maintaining one driven focus: Customer advocacy. Under Joel’s leadership, the CCO organization leads Docupace’s customer strategy and programs with the goal of maximizing customer satisfaction (“Raving Fans”) and retention.

Prior to joining Docupace, Joel spent considerable time in various positions focused on business development within various technology companies both domestically and internationally, including Exigen, Genesys/Alcatel, and Nortel Networks Latin America. Joel earned his Master’s in Global Management from Thunderbird and Bachelor of Arts degree in International Relations at Emory University.

Ryan George, Chief Marketing Officer

Ryan George is the Chief Marketing Officer at Docupace. He is responsible for the company’s brand awareness, early- stage sales pipeline, content strategies, customer and industry insights, internal and external communications, design, and events. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives. Ryan was previously the Assistant Vice President of Marketing and Communications at 1st Global, where he was responsible for executing growth, sales, and marketing strategies and leading his team in promoting the 1st Global brand through effective and efficient communication to employees, the community, and those in the financial services industry. He has also held marketing leadership positions at specialized asset managers — GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.

Ryan, a graduate from the University of Texas at Austin, is passionate about the power of sound financial planning and the pursuit of a purpose-driven career. He enjoys connecting the work others do with how it serves to meet the needs of others daily.

Customer Insights

“The biggest thing with Docupace is the strength or partnership. We’re in an industry where change is constant and to be able to have a partner that we can work through both challenge and opportunity with is very important. Docupace is as good as it gets. We truly value what they bring to the table” – Bob Earle, National Life Group

 

“We choose DoCupace because of their ability to deliver dn enterprise-wide web-based solution to reduce costs and helping relieve our infrastructural dependencies while improving customer service, supporting Our compliance requirements and meeting other organizational goals” – Scott Wallce, Wallace Wealth Management