OUR
MISSION
At The SER Group, we help companies harness AI to accelerate growth — combining deep industry knowledge, strategic execution, and operational rigor. We build long-term partnerships that deliver measurable results, durable processes, and cultures where high-performing teams thrive.
OUR
APPROACH
Transformation starts with real collaboration. We immerse in your business to align on goals, constraints, and culture. We identify where AI can unlock the highest-leverage improvements — then build the strategy, workflows, and team capabilities to execute. Every engagement is grounded in data-driven insight and disciplined prioritization to sharpen performance, streamline operations, and compound sustainable growth.
OUR
IMPACT
Unlock transformational growth by focusing on four critical drivers of performance:
REFINE GO-TO-MARKET STRATEGY
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Nail your positioning and sharpen your messaging
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Target and engage your ideal customers
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Deploy AI tools to accelerate pipeline and improve targeting
ACCELERATE REVENUE GROWTH
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Increase conversion rates and shorten sales cycles
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Use AI-driven insights to improve forecasting and prioritization
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Scale repeatable, high-performing execution
IMPROVE OPERATIONAL EFFICIENCY
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Streamline workflows and collaboration across teams
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Implement AI-powered automation to remove friction and boost productivity
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Build systems and processes that scale with the business
SCALE LEADERSHIP & CULTURE
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Coach leaders to scale with the business
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Optimize team structure for clarity and speed
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Build a culture of ownership, accountability, and continuous improvement
Spencer Reich
Founder and CEO
Spencer advises institutions on AI strategy, go-to-market execution, and revenue acceleration across finance, asset management, and enterprise technology. He brings over 20 years of experience spanning finance, technology, and business building.
Previously, Spencer was Senior Partner and Chief Revenue Officer at Boosted.ai, where he helped scale the company from a pre-revenue startup into a leader in AI for investing. He built and led the business development, sales, marketing, and customer success functions, added more than 100 institutional clients, and helped raise over $40 million in growth capital.
Earlier in his career, Spencer was a portfolio manager at Tiger Management, reporting directly to Julian Robertson, and began his career at Goldman Sachs. He earned an MBA from The Wharton School and a BA in Economics from Duke University, graduating Phi Beta Kappa and magna cum laude.
