Solution introduction
AI-native operating system for client management, powering onboarding, servicing, and beyond. Built to fit every customer’s stack, not fight it
Avantos is a next-generation platform built to redefine how financial institutions handle client management all the way from onboarding to servicing - expanding clients access to financial products, and building loyalty, trust, and long-term growth
Powered by a knowledge graph data structure, it brings AI-driven orchestration, integration, and user experience with enterprise-grade security and compliance - enabling Financial Service companies to tackle the full client lifecycle across business lines, channels, and products.
Avantos is currently in production with a major wealth manager, delivering a 30% increase in adviser productivity and a ~ 50% reduction in operational processing and technology cost.
Avantos.ai product walk through
16/07/2025
Features
Core solution features include:
- Supportive UI: AI-first intuitive user interface with seamless collaboration tools.
- Automated orchestration: AI supported workflow and dynamic customisation of client journeys based on entity type, product and jurisdiction.
- Easy workflow creation (SmartBuilder): AI supported ability to quickly build and maintain onboarding and servicing events.
- Extensible data layer: flexible data models supporting complex hierarchies across customer, product, agent etc.
- Integrated ecosystem: ecosystem of pre-built connectors to integrate with your technology landscape that automate data mapping, CRMs and Core Systems
Benefits
Avantos’s solution brings a competitive advantage to organisations by commitment to enable:
- Adviser productivity - 30% rise in adviser productivity and boosting cross sell and upsell opportunities increasing wallet share capture.
- Client retention - 20% reduction in churn through better experience and coverage.
- Cost of ownership - 60% reduction on technology cost.
- Scalability - 50% reduction in operational processing with STP and data transformation.
- Operational risk - 40% less operational risk through automated data validation and.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- End Private Clients
- Financial Advisors
Client Regional Presence
- North America
Avantos.ai
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