AdviserGPT is designed to help your front office teams be more effective and productive in driving customer acquisition and growth.
Rather than serving many industries, we focus solely on the asset and investment management sectors. This focus enables us to better understand and improve your day to day workflows.
Our raison d’être is to help our clients accelerate their customer acquisition and growth while making their day-to-day work more fun. Achieving these two goals each day makes our work especially meaningful for our customers and for our team.
AdviserGPT’s parent company, S2 Strategy, Inc, was formed by Brian Stone after a twenty-five year career accelerating product growth and customer success for iconic companies including Siebel Systems, SunPower, Vlocity (Salesforce Industries), and most recently Ridgeline, Inc. Brian’s co-investors Rob Eberle and Bill Whelan met at Telxon Corporation in 1993 while working for a larger-than-life CEO Bob Meyerson. They’ve been friends ever since, and their mid-90s Telxon stories never seem to get old.
See for yourself how we stack up against the other guys.
AdviserGPT
93%
AdviserGPT’s responses and talking points align with approved firm language 93% of the time—nearly double the accuracy of general-purpose tools. That means faster reviews, tighter compliance, and fewer rewrites.
General Purpose RFP Tools
50%
Generic RFP tools can quickly get overloaded with stale content without a full-time librarian on staff. They always miss the mark on data-heavy DDQs. And you have to work in their app no matter the format of the RFP, turning you into a formatting wonk.
