Expedience Software helped Keeley Teton Advisors, an independent Chicago-based asset management firm with $2.5 billion in assets under management, create a simple, effective, and efficient RFP, questionnaire, and compliance review process. Led by Brent O’Neil, Sr. Client Services Associate, it streamlined operations for their value investment strategies serving institutions and Keeley Funds. Native to Microsoft Word with Copilot AI integration, it automated proposals from spreadsheets, managed full RFP responses (requirements capture, bid/no-bid flags, assignments, questions), ensured secure firewall protection, and enabled collaboration without extra licenses or training.

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