live Webinar Best Practices

Enhance Firm Growth Using Revenue Analytics with Smart Kx + Wealthbox

Thursday, Mar 27, 2025 at 2:00 PM ET

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Discover how Smart Kx’s advanced revenue analytics can provide actionable insights to identify gaps in your billing process and drive your firm’s growth. Learn how integrating these analytics with Wealthbox enhances your financial strategies and client billing management. Join Smart Kx and Wealthbox for an in-depth exploration of using data to optimize your firm’s revenue cycle and boost success.

This webinar will cover:

  1. Using Smart Kx’s revenue analytics to identify gaps in your billing process and uncover growth opportunities.
  2. Integrating financial data with Wealthbox for comprehensive client management.
  3. Best practices for leveraging analytics to inform strategic decisions.
  4. Enhancing client relationships through data-driven insights.

Speakers

Lacey Shrum

Founder

Smart Kx

Andrew Ladwig

Director of Business Development

Wealthbox

“With Wealthbox + Smart Kx, advisors can finalize their client documents with information directly from Wealthbox and collect the new client’s signature immediately,” said Lacey Shrum, Founder of Smart Kx. “This integration helps advisors move from a prospect’s ‘yes’ to revenue in seconds rather than days.”

Lacey Shrum

Founder, Smart Kx