SmartKX with Lacey Shrum | E394 скачать в хорошем качестве

SmartKX with Lacey Shrum | E394

In this episode of FinTech Impact, host Jason Pereira sits down with Lacey Shrum, founder of Smart KX, to discuss how her innovative platform is transforming revenue management for Registered Investment Advisors (RIAs). Lacey shares her journey from law to fintech, the challenges advisors face with billing and compliance, and how Smart KX automates complex fee calculations, improves business intelligence, and streamlines compliance. Discover how RIAs can increase revenue, gain actionable insights, and operate more like businesses than practices. If you’re an RIA looking to optimize your billing cycle and grow your business, don’t miss this episode! Episode Highlights: 00:00 Guest Introduction 00:22 Company Origin Story 01:10 Industry Challenges: Fee Calculation Nuances 01:57 Compliance: Billing and Contracts Integration 02:58 Business Advice: Standardization and Confidence 03:45 Business Advice: Overcoming Challenges 04:45 Closing Remarks: Entrepreneurial Drive 05:38 Closing Remarks: Business Mindset Resources: Jason Pereira's Facebook -   / jason.pereira   Jason Pereira's LinkedIn -   / pereirajm   Sponsor - http://Woodgate.com Guest Website - https://www.smartkx.io/ Guest LinkedIn -   / laceyshrum