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THE GAP VS PING
Ping tells you what you know
The Gap helps you act on it
WHY THE GAP?
Ping looks back on what happened. The Gap prepares you for what's next.
Ping is built to capture and surface everything your firm knows about its clients. Its value is retrospective. It centralises your firm's client interactions and surfaces institutional memory, so nothing gets lost.
The Gap is built for what happens next. Its value is prospective. It's where your next client conversation is prepared, delivered, and turned into something your client can act on.
01
Ping captures intelligence. We put it to work.
Ping is excellent at aggregating what your firm knows: meeting history, email threads, client context.
The Gap is where you apply that knowledge in the meeting itself; with structured agendas grounded in proven advisory methodology, pre-work questionnaires, and AI-summarised client context. So, you walk in prepared to have the right conversation, not just an informed one.
02
Ping records your meetings. We shape them.
Ping's meeting assistant captures and files what happened. The Gap's workspace structures what should happen.
The Gap gives you step-by-step delivery guidance, a dedicated notes panel, and an AI notetaker that works alongside you, not instead of you. There's a difference between a meeting that's recorded and a meeting that's well run.
03
Ping surfaces revenue opportunities. We help you win them.
Ping's Revenue Finder identifies potential new services from your existing client base.
The Gap’s Value Gap Calculator goes further. It identifies those same opportunities and equips you to act on them with a clear meeting structure to guide your client conversation, professional follow‑up deliverables, and a proven methodology that turns insight into action and makes the discussion feel natural, not salesy.
04
Ping scales what your senior people know. We scale what they do.
Ping's institutional memory means junior staff can access context that used to live only in a senior partner's head.
The Gap goes further. Gap Academy, CPD-accredited training, and an active community of advisory practitioners mean junior staff don't just inherit knowledge, they build the capability to deliver advisory work themselves. That's a different kind of scale.
05
Ping is firm intelligence. We build firm capability.
Ping makes your firm smarter about what it already knows.
The Gap makes your firm better at what it does, with a proven advisory methodology baked into every meeting template, AI agents trained on decades of practice, and a coaching layer that improves your team with every session.
Intelligence is a great foundation. Capability is what your clients actually experience.
FEATURE COMPARISON
Different jobs. Different strengths.
Ping and The Gap both touch the advisory meeting — but from opposite ends. Ping captures and centralises. The Gap prepares and delivers. Here's how they stack up.
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THE GAP |
PING |
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| Meeting transcription |
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AI meeting summary
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| Revenue / opportunity identification |
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| Email capture and client memory |
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| CRM practice management integrations | Coming soon |
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| Structured advisory agenda templates |
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| Pre-meeting client questionnaires |
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| AI agents trained on advisory methodology |
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Client-ready deliverables (plans, reports)
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Post-meeting coaching and debrief
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| CPD-accredited team training |
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Active practitioner community
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Advisory methodology built in
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Calvin Cooper, FCCA CTA
CRC Business | UK
Where are you on your advisory journey?
The Gap meets you where you are, and is built to move with you.
Transitioning to advisory?
The Gap's advisory methodology is embedded into every template, agenda, and agent — so even your first client meeting is built on decades of best practice. Walk in prepared, follow the structure, and leave with professional deliverables. You don't need to figure it out. It's already there.
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Proven advisory meeting templates, ready to use from day one
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Delivery notes that guide you through every agenda item
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AI-summarised client pre-work so you always know where to focus
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Gap Academy courses to build your advisory confidence
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Post-meeting coaching to help you improve with every session
Scaling advisory?
If you're already delivering advisory but struggling to scale it beyond yourself, The Gap gives your whole team the structure, tools, and training to deliver consistently — without you in every room.
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Roll out consistent advisory delivery across any team member, at any level
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Upskill staff with CPD-accredited training in Gap Academy
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Reduce reliance on senior partners to carry every client relationship
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Identify revenue opportunities with the Value Gap Calculator
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Customise templates and workflows to match how your firm works
GET STARTED
Intelligence is the foundation.
Capability is what clients experience.
Try The Gap free for 14 days. No credit card required.
Frequently asked questions
What makes Gap AI different than other AI tools?
Most AI tools give you generic output. The Gap’s AI agents are built on decades of advisory experience. They know what good advisory looks like, and help your whole team deliver better advisory meetings every time.
Can I use it for both in-person and online meetings?
Yes. Scribe (our notetaking agent) works best when invited to an online meeting, but you can record in-person meetings directly from your device too. Speaker attribution may be incorrect, but you’ll still get the outcomes of the meeting.
Can it summarise the meeting for me? What else can it do?
After every meeting, our Producer agent creates professional, ready-to-use deliverables for you. Like any good meeting, this always includes meeting minutes, complete with a summary, key decisions, discussion points, and action items. You can also create other deliverables from the meeting, such as a business plan, with additional plans and report templates coming soon. You can also ask Producer to create any deliverable you want with a simple prompt, all backed by our AI agents grounded in years of advisory expertise.
How is this different from a workflow or practice management tool?
Workflow tools help you manage tasks and track client work. The Gap focuses on the meeting itself, the preparation, the conversation, and the deliverables that come out of it.
Think of it as what happens at a critical point within the wider workflow.
Do you train your agents with my data?
No, our agents are not trained using your data. We only train our agents using years of our own advisory experience and methodologies. Your data is safe.