About this episode
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
LinkedIn - Bassam Chaptini’s LinkedIn
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