Using Data & Automation To Optimize Revenue

​RIAs stress about fee billing. Calculating and collecting fees is hard enough; documenting and analyzing them adds another layer of complexity. Join us for a powerful conversation on how firms can align their fee, billing, and revenue processes with their goals. Take control of your most critical metrics and align them with your goals.

​Featuring:

• ​Lacey Shrum – Founder & CEO, Smart Kx

• ​Jud Mackrill – Co-Founder, Milemarker

• ​Jessica Perez – VP of Growth, Milemarker

​💡 What you’ll learn:

• ​Why inconsistent processes cost firms measurable revenue

• ​How data silos block decision-making and growth

• ​Practical steps to leverage automation and data access for revenue optimization

​Don’t let preventable inefficiencies hold back your revenue.