WHEATON, Ill.--(BUSINESS WIRE)--Forms Logic, a cloud-based system for companies looking to integrate single data entry across multiple forms, announced today that Joel Friedman has been named to the executive team as Chief Operating Officer (COO).
Friedman was an original partner of Docupace, a leading digital operations software company for the wealth management industry, where he managed all post-sale customer success and delivery, including services, support, and training. Friedman also serves as a consultant to wealth management firms, particularly in the areas of advisor training and onboarding, document management and support, new account opening, and client transitions.
At Forms Logic, Friedman will leverage his unique blend of deep customer experience insights and fintech software acumen to advance the firm’s operational infrastructure, including guiding the ongoing evolution of the Forms Logic product offering, overseeing day-to-day operations, and continuing to build a team of innovative professionals.
“We’re extremely fortunate at Forms Logic to have a client experience and wealth tech legend like Joel [Friedman] joining the team,” said Rick Burgess, CEO and Founder of Forms Logic. “As we continue to iterate our products, Joel’s guidance will help ensure we’re anticipating evolving clients’ needs, providing unparalleled customer success, and delivering on our vision of leading digital transformation in financial services.”
Burgess founded Forms Logic in response to an overwhelming demand from financial advisors and their clients looking for a simpler, more efficient way to process paperwork and maintain data. Forms Logic’s document management and workflow solution simplifies the process of capturing, organizing, routing, and accessing information, eliminating challenges associated with filling out paperwork that requires inputting the same data among multiple forms.
“Rick [Burgess] is a pioneer when it comes to digital innovation and disruption that enhances the work of financial services and wealth management firms,” said Friedman. “Joining Forms Logic was a natural step forward for me. What instantly drew me in was the company's deep commitment to listening to clients and improving their user experience. In an industry where change can be slow, and client needs often take a back seat, Forms Logic stands out as agile and responsive."
Forms Logic harnesses flexible technology to make changes swiftly, ensuring that every client benefits from our innovations promptly. Their competitive edge is clear – they have a solid client base and deliver results with impressive speed.
Through the web-based SEC/FINRA-compliant paperless processing system, Forms Logic’s document management and workflow solution simplifies the process of capturing, organizing, routing, and accessing information, eliminating traditional challenges associated with filling out paperwork that requires inputting the same data among multiple forms.
About Forms Logic
Forms Logic Software is a cloud-based system for companies looking to integrate single data entry across multiple forms. We recognize the challenges inherent in managing paperwork that requires inputting the same data among multiple forms. Using our software, companies can easily complete highly regulated industry paperwork, creating a friendly client onboarding experience.
To learn more, visit Forms Logic at https://www.formslogic.com/.