Revenue leakage is the silent killer in wealth and asset management. It’s the 20% of your billing and fee lifecycle that escapes attention and it could be costing your firm millions every year. In this fast-paced session, industry experts Ed Locher and Chris May explore:
Why the Pareto principle is reversed when it comes to revenue leakage
Where fee miscalculations, manual workarounds, and advisor compensation complexity create risk
How top firms are proactively using technology to recapture lost revenue and reduce compliance exposure
What a modern revenue optimization framework looks like in 2025 and beyond
Sign up to watch now and learn how PureFacts can help you stop leakage before it starts, and turn risk into recoverable revenue.