{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"Avantos with Bassam Chaptini | E440","description":"

What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos, to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing. Using a \"knowledge graph\" to map relationships across multiple systems, Avantos deploys smart AI agents to fill out custodian paperwork and execute routine tasks, keeping human advisors firmly in control for final approvals.


Instead of forcing firms through painful data migrations, Avantos syncs with existing software and pushes live updates everywhere at once. Backed by heavyweights like Vanguard, SEI, and Mercer Advisors, the platform is standardizing custodian workflows and preparing to bring its time-saving automation to insurance and banking next.


If you’re a wealth management leader looking to kill post-onboarding paperwork and streamline your operations, you'll want to add this conversation to your queue.


Episode Highlights:

00:00 Welcome and Guest Intro

00:31 What Avantos Does

01:37 Why Client Onboarding Is Hard

04:02 Knowledge Graph Approach

05:13 No Migration and Unified Onboarding

07:58 Traction and Design Partners

09:22 Agentic AI With Context

13:18 Relationship Intelligence Layer

15:47 Servicing Platform Integrations

17:44 Roadmap Multi-Product Future

20:32 Closing Thoughts and Wrap Up

21:15 Outro and Sponsor Message


Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Avantos

LinkedIn - Bassam Chaptini’s LinkedIn


","author_name":"Jason Pereira"}