Docupace, the cloud-native engine quietly powering many of America’s financial advisors, thinks it has found the right person to overhaul that experience from the inside out. Today, the Holmdel, New Jersey–based company announced that SaaS veteran Mary Nelson will join as its new Chief Client Officer. Mary is tasked with redefining what it means to support the modern financial advisor, according to the firm.
Nelson’s resume points to deep experience in designing customer-centric strategies, including two decades of leadership at fintech and SaaS mainstays like Alkami and Aircall.
At Docupace, her responsibility is to make the client journey as frictionless as possible for an industry that’s increasingly overwhelmed by regulatory complexity, shifting demographics, and the sheer speed of digital transformation.
“We’re building a client experience that reflects the diversity and complexity of the firms we serve,” said David Knoch, CEO of Docupace, in a statement. “Mary’s leadership will ensure we deliver personalized, value-driven support at every stage of a firm’s journey — whether they’re a solo advisor or a national enterprise.”
The Stakes Are High
Nelson steps into the role at a critical moment for Docupace. The company, long a leader in wealth management back-office solutions, has been steadily bolting on new capabilities to keep pace with an industry hungry for smarter, faster tools. Just this year, Docupace acquired Hubly, a workflow management platform with a cult following among younger financial advisors, and appointed M&A specialist J.T. Petrilli to deepen its investment footprint. The firm celebrated double-digit internal promotions and new hires in 2025 alone, underscoring an internal bet that better people mean better platforms.
For Nelson, the opportunity could be coming at the right time.
“Advisors aren’t just looking for tools,” Nelson said. “They need strategic partners who understand their world. Docupace has a unique opportunity to lead this transformation by listening to clients and building solutions that truly serve them.”
The bigger bet here is that Docupace can turn client service — often an afterthought in SaaS environments — into a competitive advantage. By investing in onboarding, support, professional services, and customer success as a unified ecosystem, Docupace aims to become not just a software vendor, but a strategic partner to firms navigating the future of financial advice.
