MILEMARKER WEBINAR

Using Data & Automation To Optimize Revenue

This session has already aired. Request access to the full recording — Lacey Shrum of Smart Kx on aligning fee, billing and revenue processes with firm goals.

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What you'll learn

01.

Why inconsistent processes cost firms measurable revenue

How to unify custodian, CRM, and portfolio data into a single normalized view

02.

How data silos block decision-making and growth

Automation playbooks that eliminate manual reporting and free advisor time

03.

Practical steps to leverage automation and data access for revenue optimization

The infrastructure decisions separating fast-growing firms from the rest

About this webinar

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

Industry leaders discuss how firms can align their fee, billing, and revenue processes with their goals, and take control of their most critical metrics.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

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

Industry leaders discuss how firms can align their fee, billing, and revenue processes with their goals, and take control of their most critical metrics.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.

About this webinar

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

Industry leaders discuss how firms can align their fee, billing, and revenue processes with their goals, and take control of their most critical metrics.

The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.