OnboardingBridge: Bridging the Gaps of Investor Onboarding

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Preferred Return

Altvia

42 episodes

6 days ago

Preferred Return is your opportunity to learn from the brightest minds in both private capital markets alternative investments. Gain their insights, understand trends as they see them, and learn how they’re gaining an edge in the market. Each episode is packed and punchy to make sure you’re getting that preferred return. 656581

Investing

Business

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Investing

Business

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OnboardingBridge: Bridging the Gaps of Investor Onboarding

Preferred Return

51 minutes 48 seconds

2 years ago

OnboardingBridge: Bridging the Gaps of Investor Onboarding

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Tim Flannery, co-founder and CEO of Passthrough, to discuss our recent launch of OnboardingBridge powered by Passthrough.

Tim and Jeff also discuss some of the last industry trends: investor onboarding integrations with private equity CRMs, AI's use in sourcing lookalike investors, and the new SEC regulations.

This is a must-listen episode introduces, OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding solution — leveraging the power of Passthrough and Altvia combined.