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:
Speakers
Founder
Smart Kx
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