This week, Jack Sharry talks with the Co-Founders of Avantos, Bassam Chaptini and Rabih Ramadi. With deep experience in financial technology and enterprise systems, Bassam and Rabih are rethinking how advisors interact with data, clients, and the broader advisory ecosystem.

Bassam and Rabih discuss how they built an AI-native operating system that unifies client data, streamlines onboarding, and enhances how advisors service complex households. From UMH to real-time client assistance, they share how they moved beyond traditional CRM models to create "AI butlers" that advocate for clients and reduce advisors' administrative workload.

In this episode:

(00:00) - Intro

(01:45) - Career journeys and foundations in wealth technology

(03:53) - Transforming client onboarding through AI

(06:08) - Moving beyond traditional CRM to intelligent relationship management

(06:49) - Delivering a 360-degree view of client relationships

(10:12) - Advancing UMH in practice

(12:18) - Turning AI tools into a full operating system with Avantos

(18:08) - How AI enhances the delivery of better advice

(22:05) - Integrating Avantos capabilities into SEI

(23:31) - Bassam and Rabih's interests outside of work

Quotes

"To do proper client relationship management, you need to understand three dimensions: the clients, all the products that you own or don't own, and all the agents or advisors." ~ Rabih Ramadi

"Every engagement with SEI, we were impressed. We love the company's vision, and being part of it makes us super excited." ~ Rabih Ramadi

"We're creating AI butlers within your organization to make sure your clients are happy. At the end of the day, advisors are happy when their clients are happy." ~ Bassam Chaptini

"Having a 360-degree view of your clients as an advisor is absolutely key to deepening your relationship with them. This includes not just being able to service them in ways that weren't possible before, but also taking on the day-to-day administrative burden for advisors and making them more productive." ~ Bassam Chaptini

Links 

Bassam Chaptini on LinkedIn

Rabih Ramadi on LinkedIn

Avantos

Altruist

Hazel

SEI Access

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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