SmartKX with Lacey Shrum | E394 - Fintech Impact

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Fintech Impact?

This episode is 31 minutes long.

When was this Fintech Impact episode published?

This episode was published on September 23, 2025.

What is this episode about?

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...

Can I download this Fintech Impact episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.