Docupace, one of the leading providers of AI-enabled back-office and compliance software for wealth management firms, recently announced the appointment of Mike Conlon as Chief Revenue Officer. Conlon will oversee Docupace’s end-to-end revenue strategy, aligning sales, marketing, client experience, and partnerships behind a single growth agenda.
Conlon joins Docupace at a pivotal juncture as the Company continues to scale its AI-enabled platform and expand its market presence. In his new role, he will lead the Company’s unified go-to-market strategy, optimize revenue operations, support client engagement, and drive increased adoption of Docupace’s integrated platform across the wealth management ecosystem.
“The next phase of growth in wealthtech will be defined by execution and how effectively firms align their commercial strategy with client outcomes,” said Brian Filanowski, Chief Executive Officer of Docupace. “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.”
A Veteran of Commercial Transformation at Growth Platforms
Conlon brings deep knowledge of modernizing go-to-market models and driving sustained growth in complex enterprise SaaS environments. Prior to joining Docupace, he spent nearly two decades at Dun & Bradstreet, where he held multiple senior revenue-focused leadership roles. Most recently, he served as SVP, Head of Sales for the Technology, Media, and Communications vertical, leading a comprehensive reset of the North America go-to-market model. He also oversaw North American Strategic Accounts and global Alliances and Business Development, where he co-developed and operationalized enterprise-wide growth strategies.
“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,” said Conlon. “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.”
Conlon’s appointment reflects Docupace’s strategic focus on scaling a world-class commercial engine alongside its rapidly advancing technology platform to provide AI-enabled back office solutions to the broader wealth management ecosystem.
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