# Avantos with Bassam Chaptini | E440

Page: https://stenobird.com/podcast/fintech-impact-732879/avantos-with-bassam-chaptini-e440
Text version: https://stenobird.com/podcast/fintech-impact-732879/avantos-with-bassam-chaptini-e440.md
Podcast: [Fintech Impact](https://stenobird.com/podcast/fintech-impact-732879)
Published: 2026-08-11T10:00:00+00:00
Episode link: https://shows.acast.com/fintechimpact/episodes/avantos-with-bassam-chaptini-e440
Audio file: https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/6a6a38d733878d3ae1a0abb7/media.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/avantos-with-bassam-chaptini-e440
Duration seconds: 1323

## Resource

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 Hosted on Acast. See acast.com/privacy for more information.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/avantos-with-bassam-chaptini-e440/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/fintech-impact-732879/avantos-with-bassam-chaptini-e440.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.