SmartKX with Lacey Shrum

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Fintech Impact

Jason Pereira

400 episodes

1 day ago

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.

Hosted on Acast. See acast.com/privacy for more information.

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Hosted on Acast. See acast.com/privacy for more information.

Business

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SmartKX with Lacey Shrum | E394

Fintech Impact

31 minutes 26 seconds

1 month ago

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!

Hosted on Acast. See acast.com/privacy for more information.