Rabih Ramadi is the Co-Founder and CEO of Avantos, an AI-native operating system that streamlines customer onboarding and servicing for financial institutions. Rabih previously served as a founding team member and Chief Revenue Officer at Unqork and was a Senior Partner at KPMG, where he led the Capital Markets sector. He holds an MBA from The Wharton School and an ME in engineering from Cornell University. Rabih also sits on the board of Leathwaite as a non-executive director.

Many financial institutions struggle with slow, manual onboarding and servicing processes that hamper efficiency. Advisors and operations teams spend significant time re-entering data and managing compliance, creating obstacles to optimal client service. How can financial firms leverage AI to streamline these workflows and elevate client experiences?

Rabih Ramadi, an expert in financial technology and artificial intelligence, shares how his team built an AI-driven operating system to address these challenges. He explains how linking clients, products, and advisors through AI agents helps automate tasks, prefill data, and trigger compliant workflows. Rabih emphasizes building flexible systems, embedding human approvals, and prioritizing the right recommendations so advisors can focus on high-value client relationships while still maintaining trust and compliance.

In this episode of The Customer Wins, Richard Walker interviews Rabih Ramadi, Co-Founder and CEO of Avantos, about using AI to transform client onboarding and servicing. Rabih discusses the rise of AI agents, how to prefill data from trusted integrations, and why compliance must remain central to innovation. He also explores the risks of too many recommendations, the future of chat-based interfaces, and the importance of pairing business knowledge with technical vision.

Paul Osterberg is the CEO and Managing Director of Security Basecamp, a company that helps financial services firms simplify cybersecurity and compliance while reducing risk. He has over 15,000 hours of experience building and leading information security programs and has completed more than 300 cybersecurity risk assessments. Previously, Paul held senior roles at AFAM Capital, National Financial Partners, and NFP Securities. He holds a degree in finance from the University of Minnesota and has completed further studies at Columbia University and the Wharton School.

Many businesses struggle with growing cybersecurity risks, from weak passwords and unpatched systems to sophisticated AI-driven scams. These threats not only endanger company data but also erode customer trust when breaches occur. How can organizations strengthen defenses and safeguard their clients while staying ahead of evolving attacks?

Paul Osterberg, a cybersecurity leader with decades of experience, explains how companies can take practical steps to reduce vulnerabilities. He highlights the value of risk assessments, the value of multifactor authentication, and the dangers of reusing credentials. Paul also emphasizes the human side of security, showing how training employees to think critically and “trust but verify” can prevent costly mistakes. His insights stress that technology and culture must work together to create resilient organizations.

In this episode of The Customer Wins, Richard Walker interviews Paul Osterberg, CEO and Managing Director of Security Basecamp, about building trust through cybersecurity. Paul shares how companies can reduce fear after breaches, why AI presents both risks and opportunities, and how cultivating better human behavior is as important as technical safeguards. He also delves into ransomware, client trust recovery, and the personal side of raising security-aware families.

Shannon Rosic is the Director of Content and Solutions for the Wealth Management Group at Informa Connect, a global provider of events, media, and research for financial professionals. In her role, she leads the omni-channel growth and development of WealthStack, one of the leading events focused on wealth management technology. Shannon regularly represents the group through webinars, podcasts, and video series. Known industrywide as the Gadget Girl, she brings a passion for creative brand storytelling and innovative marketing.

Financial professionals face the challenge of keeping up with rapid technological change while still nurturing strong client relationships. With AI tools, compliance demands, and shifting client expectations, it can feel overwhelming to decide where to focus. How can advisors and firms adapt quickly while staying human-centered in an increasingly digital world?

Shannon Rosic, an expert in content strategy and wealth management media, shares how embracing technology as a co-pilot rather than a replacement helps advisors stay relevant. She highlights the importance of adopting simple AI tools like note takers, building a strong digital presence, and showing up consistently at industry events. Shannon emphasizes the need for authenticity in branding and communication, encouraging professionals to showcase their human side while using technology to streamline workflows, improve compliance, and enhance the client experience.

In this episode of The Customer Wins, Richard Walker interviews Shannon Rosic, Director of Content and Solutions for the Wealth Management Group at Informa Connect, about the future of wealth management and technology. Shannon discusses how AI can empower advisors, why authentic storytelling matters, and the importance of consistency in digital and in-person presence. She also shares insights on client-centered experiences and her favorite AI tools for compliance and engagement.