How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi

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