In this episode of the Fintech CTO Podcast, we sit down with Michael Pinsker, Founder and President of Docupace, to explore how technology is reshaping wealth management. Hosted by Vasyl Soloshchuk, CEO of INSART, this conversation offers an in-depth look at the digital transformation sweeping through the financial advisory industry.
Reimagining Wealth Management Through Technology
Michael shares how Docupace has become a driving force behind the digitization of wealth management operations—streamlining client onboarding, enhancing compliance, and eliminating legacy inefficiencies. With over two decades of leadership in fintech, he offers a candid look at how digitization isn’t just a competitive advantage anymore—it’s essential.
Strategy, Innovation, and Execution
From operational bottlenecks to regulatory complexity, Michael unpacks the challenges that financial firms face in the transition to digital. He also details the strategic decisions that helped Docupace emerge as a trusted partner to some of the nation’s largest wealth management firms.
The Human Side of Fintech
Beyond automation and process improvement, this episode highlights how digitization ultimately leads to better experiences for advisors and clients alike. Michael offers a vision of the future where digital workflows empower advisors to focus on what matters most—building lasting relationships and delivering meaningful financial guidance.
About Michael Pinsker
Michael is a fintech pioneer and the driving force behind Docupace, one of the most recognized digital platforms in wealth management. As a founder, technologist, and industry leader, he brings a rare blend of technical depth and strategic vision to the ongoing evolution of financial services.
A Note on Our Platform
The Fintech CTO Podcast features conversations with leaders building the future of finance. While we spotlight innovation and growth, we do not provide investment advice or professional consulting services.
