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.
