Case Studies, Workshop

Using Data & Automation To Optimize Revenue

about event

RIAs stress about fee billing. Calculating and collecting fees is hard enough; documenting and analyzing them adds another layer of complexity.

Join industry leaders 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, Milemarkerr
Jessica Perez, VP of Growth, Milemarker

Scalability

In this session, 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.

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