Ryan George, CMO of Docupace, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the digitalization of wealth management, wealth management and WealthTech trends and implications for wealth advisors. 

Here is what they discussed in more detail:

• Ryan - how did you get to what you do these days?

• Wealth management in the US – what are the recent trends, and how do you see the outlook for this year?

• What is Docupace – what is the problem you solve, and why is it worth solving?

• What is your solution/services? 

• How do you differ from other solutions in this space?

• Is your solution scalable?

• Who are your key clients?

• What’s your technology angle – is it proprietary tech or do you bundle various technologies together?

• To recap, how do you see the future of financial advisory further down the line?

• Favorite business book: Predictably Irrational: The Hidden Forces That Shape Our Decisions is a 2008 book by Dan Ariely, in which he challenges readers' assumptions about making decisions based on rational thought.

• What’s the best way to reach out: Ryan George on LinkedIn or Docupace website