{"podcast":{"title":"Fintech Impact","slug":"fintech-impact-732879","podcast_index_feed_id":732879,"rss_url":"https://feeds.acast.com/public/shows/5ab6fe42bb6ddf45527e077e","website_url":"https://fintechimpact.co/","image_url":"https://assets.pippa.io/shows/5ab6fe42bb6ddf45527e077e/1546389387752-ab7fb8454c2747f3feba00e9d3e8a2bd.jpeg","author":"The Fintech Impact Podcast","episode_count":443,"summary":"Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-09-08T22:21:32.028320+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879"},"episode":{"title":"Avantos with Bassam Chaptini | E440","slug":"avantos-with-bassam-chaptini-e440","published_at":"2026-08-11T10:00:00+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879/avantos-with-bassam-chaptini-e440","show_page_url":"https://stenobird.com/podcast/fintech-impact-732879","url":"https://shows.acast.com/fintechimpact/episodes/avantos-with-bassam-chaptini-e440","audio_url":"https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/6a6a38d733878d3ae1a0abb7/media.mp3","summary":"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.","meta_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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1323,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/avantos-with-bassam-chaptini-e440/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fintech-impact-732879/avantos-with-bassam-chaptini-e440.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}