Docupace Welcomes Scott Willette as New Chief Technology Officer Focusing on Innovation

Docupace Appoints Scott Willette as Chief Technology Officer

Docupace, recognized as a leading provider of back-office software for the wealth management sector, recently made an important announcement regarding its leadership. Scott Willette has been appointed as the Chief Technology Officer (CTO). This decision comes at a crucial time for the company, as it seeks to advance its transformation into a product-driven organization that leverages artificial intelligence (AI) to enhance client experiences.

Scott Willette possesses a remarkable background, with over 20 years of experience in technology leadership roles. In his new position, he will be responsible for directing the engineering team, shaping the platform's architecture, and establishing a long-term strategic vision for technology. A key focus for Willette will be on modernizing the cloud infrastructure and driving innovative solutions that can scale efficiently.

As Docupace embarks on this journey, Willette will lead the company's initiatives aimed at harnessing AI to support its ambitious growth strategy. He will work on enhancing the existing engineering capabilities while also steering the strategic migration to AWS cloud services. Moreover, he is tasked with rethinking the quality assurance processes to better meet the demands of the evolving market.

Mike Zebrowski, the Chief Operating Officer at Docupace, emphasized the importance of aligning vision with exceptional execution in today's fast-paced wealthtech landscape. Zebrowski mentioned that Willette's extensive knowledge of cloud-based platforms and operational optimization is precisely what Docupace needs to thrive in the next phase of its development. The addition of Willette to the executive team is seen as a significant step towards refining the value offered to both advisors and financial enterprises.

Before joining Docupace, Willette held senior positions in various notable companies including Litera, PatientPay, and LexisNexis. His track record in modernizing technology infrastructures and improving product development cycles has gained him recognition as a transformative leader within the industry. With a focus on creating reliable, secure, and mature operational processes, Willette's leadership is expected to significantly enhance Docupace’s technological landscape.

His vision for Docupace revolves around building a robust technological foundation that not only supports immediate growth but also facilitates long-term stability in the competitive wealth management sector. “Reliability, security, and operational excellence are fundamental requirements for any enterprise technology partner,” said Willette, underlining his commitment to maintaining these standards in his new role.

Looking ahead to 2026 and beyond, Willette will oversee the implementation of various new features, including the development of AI agents for onboarding financial advisors and managing accounts, along with advanced tools for surveillance and compensation automation. Completing the AWS migration will also be one of the significant milestones during his tenure.

Docupace's commitment to advancing its platform is evident, having already introduced major enhancements throughout 2025. These innovations include a revamped user interface, the launch of the AI-driven Template Builder for automated data collection, and widening the integration marketplaces to an impressive 39 options.

In conclusion, the appointment of Scott Willette as CTO of Docupace signals a bold step towards embracing advancements in technology and innovation. His leadership is anticipated to be pivotal in establishing the company as a gold standard within the wealth management industry, ensuring it provides the most secure, scalable, and effective solutions for financial advisors and their clients alike.

For further information about Docupace and its cutting-edge technologies, visit www.docupace.com.