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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 Onb...
About This Episode
OnboardingBridge: Bridging the Gaps of Investor Onboarding is an episode from Preferred Return by Altvia. Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with...
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Episode Details
Published Aug 28, 2023, 00:51:48 long, audio available.
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Questions About This Episode
What is OnboardingBridge: Bridging the Gaps of Investor Onboarding about?
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.
Where can I listen to OnboardingBridge: Bridging the Gaps of Investor Onboarding?
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Which podcast is OnboardingBridge: Bridging the Gaps of Investor Onboarding from?
OnboardingBridge: Bridging the Gaps of Investor Onboarding is an episode from Preferred Return by Altvia.
How long is this episode?
This episode is 00:51:48 long.
When was this episode published?
This episode was published on Aug 28, 2023.
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Are there related episodes from Preferred Return?
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Where can I listen to OnboardingBridge: Bridging the Gaps of Investor Onboarding?
You can listen to OnboardingBridge: Bridging the Gaps of Investor Onboarding on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
OnboardingBridge: Bridging the Gaps of Investor Onboarding is from Preferred Return by Altvia.
What are the episode details?
Published Aug 28, 2023 and 00:51:48 long