Case Study: Keeley Teton Advisors achieves 25–50% faster RFP turnaround and improved response quality with Expedience Software

Keeley Teton Advisors - Customer Case Study

Keeley Teton Advisors, an independent asset management firm with about $2.5 billion AUM, faced an inefficient RFP, questionnaire and compliance review process after struggling with Excel-based content and a cumbersome cloud system. Seeking a simpler, faster way to manage and deploy firm-wide responses, Keeley Teton turned to Expedience Software and its Word-based document automation solution.

Expedience Software implemented a Word®-based document automation platform that centralized Keeley Teton’s response library and let staff insert approved answers directly from Word. In the first year Keeley Teton cut turnaround times by 25–50%, improved response quality and consistency, and dramatically simplified compliance review (batch detail printed in five minutes and edits made within the Word portal). Keeley Teton now calls the Expedience solution a market disrupter for RFP/RFI automation.

Keeley Teton Advisors

Brent O’Neil

Sr. Client Services Associate