Case Study: The Legend Group streamlines paperwork and boosts productivity with Docupace Technologies

The Legend Group - Customer Case Study

The Legend Group, a financial services firm, was struggling with a labor-intensive, paper-based workflow that slowed down new account openings and transaction processing. Advisor Adam Pearce and his team often had to carry large folders of forms, print paperwork in advance for meetings, and spend hours organizing and routing documents, leading to lost time and missed opportunities. The firm partnered with Docupace Technologies for electronic forms and client data integration.

Docupace Technologies helped The Legend Group implement straight-through processing with a new digital workflow in 2015, supported by home office technology assistance and practice cases during the transition. Within just a few weeks, Adam and his assistant saw the benefits of the new process, with faster paperwork handling and improved productivity, eliminating the need to rely on bulky physical files and manual document routing.

The Legend Group

Adam Pearce

Certified Financial Planner