Bassam Chaptini, co-founder and co-CEO of Avantos, discusses the long-running friction around client onboarding, servicing, and relationship management in wealth management. He explains why the problem is less about a lack of tools and more about fragmented systems, disconnected data models, and workflows that force advisors to assemble client context across too many places.
Avantos was built around a different approach: an AI-native client management operating system powered by a knowledge graph that connects client data, advisor context, product information, and the work to be done. Bassam explores how that unified layer can support enterprise-grade AI, human-in-the-loop automation, and cross-product service across wealth, insurance, banking, and other areas of financial services, giving advisors more room to focus on the client relationship instead of the operational drag behind it.
Resources: Avantos
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