We are pleased to welcome one of our newest members, Avantos, the AI-native operating system for client management, powering onboarding, servicing, and beyond. 

Avantos is a next-generation product 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.

"We are on a mission to make onboarding and servicing truly great for everyone. We believe that means redefining the standards of what good looks like leveraging AI and years of experience working in this space with major financial institutions.”– Rabih Ramadi, Co-Founder and CEO at Avantos.

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 significant increase in adviser productivity and a major reduction in operational and technology costs. 

Discover more about Avantos by clicking here.