SmartKX with Lacey Shrum | E394
Enabling smarter billing for RIAs.
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:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Lacey’s LinkedIn