Docupace Appoints Mike Conlon as Chief Revenue Officer to Propel Growth

Docupace Appoints Mike Conlon as Chief Revenue Officer

Docupace, a prominent player in the AI-driven back-office software market for wealth management, made a strategic move by hiring Mike Conlon as its new Chief Revenue Officer on April 15, 2026. This decision signifies a crucial step in enhancing the company’s growth trajectory and refining its go-to-market strategy. In his new position, Conlon will take charge of the entire revenue strategy at Docupace, which includes integrating sales, marketing, client experiences, and partnerships to create a unified growth agenda for the company.

Conlon joins Docupace at a time when the organization is rapidly expanding its AI-enabled platform, poised to address the evolving demands of the wealth management landscape. His primary focus will be to synchronize the company’s revenue operations with its offerings, ensuring that the growth strategy is in alignment with client needs. Brian Filanowski, the CEO of Docupace, expressed his enthusiasm for Conlon's expertise, noting that his unique blend of strategic outlook and operational rigor arrives at a particularly opportune moment for the firm.

Filanowski remarks, “The next phase of growth in wealthtech will be defined by execution and how effectively firms align their commercial strategy with client outcomes.” He emphasizes the importance of Conlon's experience, particularly in executing strategies that have proven successful in complex market environments. Conlon's background includes nearly two decades at Dun & Bradstreet, where he held significant leadership roles focused on revenue growth, most recently as the Senior Vice President leading sales for the Technology, Media, and Communications sector.

His leadership at Dun & Bradstreet involved a comprehensive overhaul of the North American go-to-market model, showcasing his ability to navigate and modernize commercial strategies effectively. Before this role, Conlon was responsible for North American Strategic Accounts and global Alliances and Business Development, where he co-created and rolled out effective enterprise-wide growth initiatives.

In his new role at Docupace, Conlon will emphasize leveraging operational excellence, automation, and powerful AI capabilities to help financial institutions and advisors enhance their service delivery. “Docupace sits at the center of a transformative wave in wealth management,” says Conlon, reflecting on the platform’s capacity to reimagine how advisors serve their clients.

The integration of various capabilities into a cohesive client outcome is a priority for Conlon as he steps into his position. Through this strategic alignment, he aims to ensure that Docupace’s go-to-market approach capitalizes on its full potential, ultimately benefiting clients and improving outcomes within the wealth management industry.

This appointment also highlights Docupace's broader strategy of scaling its commercial operations alongside its innovative technology platform. The company’s solutions not only address current market demands but are also shaping the future of back-office operations in the financial advice and investment sectors.

Docupace, headquartered in Holmdel, New Jersey, has created a mark for itself by digitizing and automating operations across various financial services. Its offerings, including platforms like Docupace, Hubly, and PreciseFP, have welcomed approximately 350,000 active users, helping businesses reduce back-office costs and enhance overall operational efficiency. With more than 20 awards in 2025, including recognitions that celebrate its workplace environment and technological advancements, Docupace continues to be a significant player in the fintech space, leading change as demands in the industry shift.

In summary, Mike Conlon’s appointment as Chief Revenue Officer is set to drive Docupace’s growth strategy forward, fortifying its position in the wealthtech market and enhancing its service delivery to clients in an increasingly complex and evolving financial ecosystem. The company's focus on integrating advanced technology with strategic operations is likely to set a precedent for innovation in wealth management, marking a pivotal moment for both Conlon and Docupace as they delve into this new chapter together.