Fintech Impact
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.
Episodes
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 complia...
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