In the past 18 months, Joe Anthony has led Gregory's transformation from a traditional financial services communications firm into one of the industry's leading sources of AI intelligence, launching proprietary technology, producing original research, and delivering measurable business growth across the organization. In September 2025, Joe led the launch of the Gregory Influence Engine, the first AI search monitoring and optimization platform purpose-built for financial services, giving RIAs, asset managers, and wealth management firms the ability to track their visibility inside AI-generated search answers. He then funded original research to contextualize it: a March 2026 study analyzing 201,233 AI citations across five major AI platforms, the most detailed analysis of wealth management AI search visibility produced to date.