Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike Zebrowski as Chief Operating Officer for the company. Zebrowski will oversee teams in product, delivery, relationship management, support, training, transitions and legal.
“It’s wonderful to have an accomplished executive with a proven track record of leading execution and driving elevated client experience at diverse global organizations during periods of accelerated growth,” says David Knoch, chief executive officer at Docupace. “Mike will play a significant role in deepening relationships with clients and empowering the Docupace brand to become known for its vibrant culture of execution excellence.”
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Zebrowski has a proven record of creating optimal corporate culture, achieving record performance, improving client retention and employee satisfaction, exceeding aggressive business objectives, and consistent ideation and implementation of innovative solutions.
“I’m excited to join an organization committed to elevating what they and how they do it,” says Zebrowski. “We’re putting the back office in the front seat for those wealth management firms seeking to grow and scale their businesses.”
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Zebrowski’s accomplished career in the advice and investment industry includes tenures at MassMutual, TD Bank and a decade as Chief Operating Officer at eMoney – working alongside the company’s founder, Edmond Walters. In addition, Zebrowski co-founded Advisor Innovation Labs (A.I. Labs) with Docupace Board Chair, Lori Hardwick, which along with one of its clients won a 2022 WealthManagement.com Wealthie Award for “Innovative Client Solution”. A.I. Labs was purchased by Envestnet to further its UI/UX and integration capabilities. He is an advisory board member for Tolerisk and is currently engaged in F2 Strategy’s Executive in Residence program.
Zebrowski joining the company deepens the “bench” of experienced professionals coming aboard in recent months. Docupace added several accomplished wealthtech professionals to executive and management teams last year and veteran industry executive Lori Hardwick was named Chair of the Board of Directors at Docupace in September 2022.
The preceding two years have been a significant period of significant performance for Docupace. The company has delivered several new products to market (Compliance TRACKR, RIA Productivity Suite, Automated Mailroom), expanded the Platform’s breadth of capabilities through acquisition (jaccomo and PreciseFP) and was bestowed 14 industry awards and accolades, including WealthTech of the Year by Wealth Solutions Report, in 2022.
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