Docupace announced the appointment of Mike Conlon as Chief Revenue Officer, strengthening its leadership team as the company scales its AI-enabled platform across the wealth management industry.
In the role, Conlon will oversee Docupace’s end-to-end revenue strategy, aligning sales, marketing, client experience, and partnerships to support a unified go-to-market approach and accelerate platform adoption.
The appointment comes as Docupace expands its footprint in wealthtech, delivering integrated solutions across new account opening, workflow automation, client data management, and compliance, all connected through AI-driven orchestration.
Conlon brings nearly two decades of experience in enterprise SaaS and commercial transformation, most recently serving in senior leadership roles at Dun & Bradstreet. His experience includes leading go-to-market strategy, overseeing strategic accounts, and driving growth initiatives across complex global markets.
Docupace is focused on scaling its commercial operations while continuing to invest in its technology platform, which supports financial institutions, broker-dealers, and registered investment advisors with back-office automation and compliance solutions.
The move reflects a broader push to align sales execution with evolving industry demand for AI-enabled solutions that improve operational efficiency and client outcomes.
KEY QUOTES:
“The next phase of growth in wealthtech will be defined by execution and how effectively firms align their commercial strategy with client outcomes. Mike brings a rare combination of strategic vision and operational discipline, and we’re bringing him on at exactly the right moment. As we scale our integrated platform across new account opening, workflow, client data gathering and compliance, connected through AI-orchestration, the ability to align our commercial motion with how the industry is actually buying and adopting AI-enabled tools is a genuine competitive advantage. Mike has done this at scale, in complex markets, and we’re confident he will accelerate what we’ve built.”
Brian Filanowski, Chief Executive Officer, Docupace
“Docupace sits at the center of a powerful shift in wealth management, where operational excellence, automation and AI are redefining how advisors scale and serve clients. What excites me is the depth of the platform and what it enables for financial institutions, broker-dealers and RIAs when those capabilities are brought together around a unified client outcome. I’m here to make sure our go-to-market strategy reflects that full potential.”
Mike Conlon, Chief Revenue Officer, Docupace
