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Wealth Compliance Leaders
InvestorCOM Inc.
26 episodes
2 days ago
Wealth Compliance Leaders features exceptional leaders from the wealth management industry. In this series, we speak with senior industry, regulatory, and technology executives to discuss wealth management and compliance challenges. This series is hosted by InvestorCOM, a provider of regulatory software solutions for wealth managers, asset managers and insurers. For more information, visit www.investorcom.com or contact us at hello@investorcom.com
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All content for Wealth Compliance Leaders is the property of InvestorCOM Inc. and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Wealth Compliance Leaders features exceptional leaders from the wealth management industry. In this series, we speak with senior industry, regulatory, and technology executives to discuss wealth management and compliance challenges. This series is hosted by InvestorCOM, a provider of regulatory software solutions for wealth managers, asset managers and insurers. For more information, visit www.investorcom.com or contact us at hello@investorcom.com
Show more...
Technology
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Wealth Compliance Leaders featuring Ryan George, CMO at Docupace
Wealth Compliance Leaders
11 minutes 42 seconds
2 years ago
Wealth Compliance Leaders featuring Ryan George, CMO at Docupace

Today we chat with Ryan George, Chief Marketing Officer at Docupace. At Docupace, Ryan 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. In this episode, we ask Ryan ... * As a veteran in the wealth management industry, you've worn many hats. What has that journey been like? * In just the past 2-3 years alone, there have been many material changes in wealth management regulation – how does someone in the industry keep up? * In your experience, what are some best practices for dealing with regulatory change, and what role does tech play in adapting to new regulations? * If Ryan had a magic wand, what would you do to transform the industry for the better? == For more information == InvestorCOM Website: https://investorcom.com/ InvestorCOM Social Media: Twitter: https://twitter.com/InvestorCOMInc LinkedIn: https://www.linkedin.com/company/investorcominc

Wealth Compliance Leaders
Wealth Compliance Leaders features exceptional leaders from the wealth management industry. In this series, we speak with senior industry, regulatory, and technology executives to discuss wealth management and compliance challenges. This series is hosted by InvestorCOM, a provider of regulatory software solutions for wealth managers, asset managers and insurers. For more information, visit www.investorcom.com or contact us at hello@investorcom.com