Beyond the Product: Delivering Client Value with Customer Success

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Altvia’s VP of Client Solutions, Ray Grant, to discuss their passion for helping clients optimize their strategies and data to drive firm longevity and success.

Working together since 2018, Jeff and Ray both take pride in building meaningful client relationships and discuss how that sentiment is emulated by the larger customer success team and even in the Altvia culture more broadly. Hear how Ray has built not only a technically sound and industry-savvy team but also a team that genuinely and intuitively cares about their client’s success.

Tune in to hear how Altvia values being true partners, offering a level of advice, technical expertise, and support that cannot be replicated by any other private capital markets vendor.