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Financial Services Case Studies and Customer Success Stories with Allego Conversation Intelligence
Ash Brokerage - Financial Services - Medium
Allego helped Ash Brokerage create a consistent onboarding experience for new hires. The team used Allego videos for training, knowledge... sharing, and direct marketing to advisors. Within 18 months, reps logged 25,000 video views on 50 seat licenses. Ash Brokerage attributed $1.6 million in extra revenue to Allego-enabled knowledge sharing and thank-you videos. Repeat business increased, and annual revenue grew by $328 million, reaching $1.5 billion.
OneAmerica - Financial Services - Large
Allego helped OneAmerica shift to virtual selling during the pandemic. The sales enablement team used Allego to create personalized videos,... share contact info with QR codes, and guide sales content. Allego's channel drop feature let them launch targeted content and monthly motivator series. The platform improved messaging consistency and centralized content in digital sales rooms. OneAmerica saw strong adoption of Allego for hybrid sales enablement.
Nuveen - Financial Services - Large
Allego helped Nuveen improve sales knowledge and effectiveness. Nuveen used Allego to train over 250 sales team members with on-demand... video content. The platform replaced slow, weekly calls with instant access to best practices and market updates. Sales teams quickly responded to market events, like Brexit, using Allego's mobile learning tools. Nuveen expanded Allego use due to high demand and plans to make it central to onboarding and ongoing training.
OneAmerica - Financial Services - Large
Allego helped OneAmerica shift to virtual selling during the pandemic. The sales team used Allego to record and share personalized... videos, improving advisor engagement. Allego's channel drop and digital sales rooms made content sharing easy and consistent. The team built a learning course to unify messaging across sales directors. Allego tools increased adoption and streamlined communication for both internal and external stakeholders.
OneAmerica - Financial Services
Allego helped OneAmerica shift to virtual selling during the pandemic. The sales enablement team supported over 50 sales leaders as... meetings and presentations moved online. Allego enabled OneAmerica to reach advisors in new ways, beyond email. The platform helped bridge the gap from in-person to hybrid selling. OneAmerica adapted quickly to a tech-driven sales environment using Allego.
Nuveen - Financial Services
Nuveen used Allego to improve sales knowledge and effectiveness. The sales team needed better training to keep up with a... fast-changing financial market. Allego helped Nuveen share field knowledge and best practices quickly. Over 250 team members adopted the platform in phases. The solution made onboarding and ongoing training easier for the sales team.
Fidelity Investments - Financial Services - Very Large
Allego helped Fidelity Investments transform sales training with data-driven onboarding. The team added 14 hours of training content and freed... up 20 hours of trainer time. Allego enabled real-time feedback, consolidated learning resources, and automated course delivery. New-hire assessment scores rose by over 10 points, and all associates passed on the first try. Fidelity scaled onboarding and improved training ROI using Allego's sales enablement platform.
S&P Dow Jones Indices - Financial Services
S&P Dow Jones Indices used Allego to improve sales content delivery. The team faced a rapid shift to remote sales... during the pandemic. They needed to adapt quickly to digital selling. Allego helped them create and send personalized videos and content to ETF partners. This made their messaging more tailored and relevant. The solution enabled better client engagement in a hybrid sales environment.
a financial services firm (wealth management division) - Financial Services
Allego helps a financial services firm's wealth management division reduce email overload. The team replaces text emails with interactive Allego... videos. A national sales manager now sends weekly video updates instead of emails. The firm also launched 'Windshield Time,' a 15-minute podcast for peer sharing using Allego. The podcast draws 150 salespeople and boosts engagement. Allego's video tools make communication more interactive and connected.
Lincoln Financial Group - Financial Services
Allego helped Lincoln Financial Group improve virtual selling skills for their sales teams. Before the pandemic, they started with a... small pilot to test Allego’s Sales Learning and Enablement platform. When Covid-19 hit, 50% of wholesalers felt uncomfortable presenting virtually. Lincoln launched the Virtual Virtuoso program using Allego’s on-demand learning videos. The program increased comfort with virtual presentations and boosted WebEx skills. Leadership buy-in and cross-team collaboration drove fast adoption and success.
Ash Brokerage - Financial Services
Allego helped Ash Brokerage create a consistent onboarding process for new hires. The team used Allego videos to share best... practices and connect with financial advisor customers. Reps felt more connected as a team. In 18 months, the division reached 25,000 video views on 50 licenses. Ash Brokerage saw $1.6 million in extra revenue from knowledge sharing and thank-you videos. Repeat business increased, and the division generated $1.5 billion in revenue, up $328 million from the previous year.
Fidelity Investments - Financial Services
Fidelity Investments used Allego to improve sales training. Before Allego, they relied on intuition to measure training results. With Allego,... they now use data and metrics to track training ROI. The platform helps them see which skills need more focus. This gives Fidelity clear insight into training effectiveness and adoption.
Information Technology and Services Case Studies and Customer Success Stories with Allego Conversation Intelligence
Salsify - Information Technology And Services - Medium
Allego helped Salsify solve content chaos and inconsistent messaging for its global sales teams. Salsify used Allego to centralize sales... collateral, call recordings, and onboarding content. The platform enabled structured onboarding, internal certifications, and Digital Sales Rooms. Salsify grew Allego adoption from 57 to over 325 users across five departments. Teams spent less time searching for materials and improved deal execution. Salsify set a goal to boost Digital Sales Room adoption by 15 percent to speed up deal cycles.
Everbridge - Information Technology And Services - Large
Allego Digital Sales Rooms helped Everbridge fix fragmented sales communication and content delivery. The platform gave teams a single workspace,... reducing email clutter and attachment chaos. Sellers and buyers got up-to-date, version-controlled content every time. Deal momentum increased as sellers used DSR access to speed up decisions. Handoffs from sales to customer success became seamless, keeping all context for onboarding and support.
Contentstack - Information Technology And Services - Medium
Allego Digital Sales Rooms helped Contentstack keep customer retention rates above 95%. The platform unified pre-sale and post-sale experiences for... global enterprise clients. Contentstack used industry-specific templates to speed up deal cycles and improve seller adoption. Integration with Salesforce made Digital Sales Rooms a required part of every deal. Real-time engagement tracking gave teams better visibility into customer activity. Sellers found the system easy to use, boosting engagement and consistency.
Veritas - Information Technology And Services - Large
Allego helped Veritas drive adoption of sales content and virtual selling. The company used Allego to enable just-in-time learning and... coaching for its sales force. Veritas brought over 7,000 sales content pieces into Allego and used content analytics to track engagement. Personalized video messaging and digital sales rooms improved buyer engagement and made onboarding more efficient. New hires used pre-recorded Allego videos and live role-play to boost learning and readiness.
Salsify - Information Technology And Services - Medium
Salsify used Allego to fix content chaos and boost sales enablement. Before Allego, sales teams struggled with outdated files and... inconsistent messaging. Allego gave Salsify a single platform for sales content, onboarding, and call recordings. This helped sellers find accurate materials fast and improved onboarding for global teams. AI-powered summaries and integrated meeting storage made coaching and follow-ups easier.
Veritas - Information Technology And Services
Allego helped Veritas boost sales content adoption and virtual selling. Veritas rolled out Allego as a remote sales enablement platform... during the pandemic. The platform enabled just-in-time learning and flexible coaching for sales teams. Veritas used Allego to manage over 7,000 sales content pieces and track engagement with content analytics. The solution improved training relevance and made content easier for reps to use.
Manufacturing Case Studies and Customer Success Stories with Allego Conversation Intelligence
The Hillman Group - Manufacturing - Large
Allego helped The Hillman Group cut onboarding time by 50% and reduce content requests by 74%. The company used Allego... to centralize training, content management, and customer engagement. New hires became productive in 90 days or less, down from six months. Digital Sales Rooms drove over 11,389 external views, boosting engagement. Sales and marketing teams now collaborate better with consistent messaging.
Berry Global - Manufacturing - Very Large
Allego helped Berry Global break down silos and unify its global sales teams. The platform centralized sales content, making it... easy for reps to find resources and collaborate. Digital Sales Rooms enabled personalized buyer engagement and real-time insights. Over 300 users adopted Allego early, boosting collaboration and knowledge sharing. Automation and streamlined permissions reduced admin work and scaled enablement across the company.
The Hillman Group - Manufacturing - Large
Allego helped The Hillman Group cut onboarding time by 50% and reduce content requests by 74%. The company struggled with... slow onboarding, scattered sales materials, and poor content engagement. Allego provided a centralized enablement hub for training, content management, and sales support. Teams now access up-to-date resources quickly and track content effectiveness. Sales productivity and customer engagement improved with Allego's platform.
Berry Global - Manufacturing
Allego helped Berry Global break down silos across four divisions. Sales teams struggled with scattered content and poor collaboration. Allego... unified sales content and improved access for reps. Leaders gained visibility into what content worked. Onboarding and training scaled for a growing workforce. Berry Global now delivers a consistent sales message and better sales engagement.
Management Consulting Case Studies and Customer Success Stories with Allego Conversation Intelligence
Corporate Visions - Management Consulting - Medium
Allego helped Corporate Visions deliver over 10,000 course completions to clients and manage 14,000 unique enrollees. The platform replaced a... manual onboarding process with a scalable, semi-automated program. Corporate Visions used Allego for both client content delivery and internal sales enablement. Digital sales rooms enabled personalized content sharing and improved cross-selling. Allego's self-provisioning enrollment saved time for internal teams and streamlined client access.
Corporate Visions - Management Consulting
Allego helped Corporate Visions automate onboarding and deliver training to 14,000 client enrollees. The platform replaced manual processes with scalable,... semi-automated programs. Corporate Visions used Allego for both internal sales enablement and client content delivery. Over 10,000 courses were completed by clients in 15 months. Digital sales rooms improved engagement and relationship management. Allego's self-provisioning feature saved time for internal teams and streamlined client access.
Corporate Visions - Management Consulting
Allego helped Corporate Visions automate onboarding and deliver training content. The company replaced a manual process with a scalable, semi-automated... program. Over 10,000 course completions were recorded from clients in 15 months. 14,000 unique users enrolled in training. Allego improved efficiency for both internal teams and clients.
Medical Devices Case Studies and Customer Success Stories with Allego Conversation Intelligence
Enovis - Medical Devices
Allego helped Enovis connect a global sales force and break down silos during the COVID-19 pandemic. The platform gave reps... 24/7 access to training, content, and communication tools. Enovis used Allego to share videos, run contests, and keep teams engaged. Adoption spread to multiple divisions, including international teams. New reps now get instant onboarding and use digital sales rooms to engage customers in real time.
Inspire Medical Systems - Medical Devices
Allego helped Inspire Medical Systems improve sales training for its growing team. Inspire needed to onboard and train new hires... from many backgrounds. The company used Allego's flashcards to deliver quick, mobile learning. Employees liked the flashcards and found them easy to use. This helped Inspire keep sales teams informed and ready to support patients with sleep apnea.
Hospital & Health Care Case Studies and Customer Success Stories with Allego Conversation Intelligence
Baxter - Hospital & Health Care - Very Large
Baxter used Allego to centralize sales content and boost sales team performance. After launching Allego, Baxter saw viral adoption driven... by word of mouth and leadership support. The team loaded 14,100 pieces of content and recorded 260,000 views in 18 months. Allego's features like virtual coaching, content library, and Salesforce integration helped improve sales knowledge sharing. Data from Allego made it easy to get buy-in from managers and expand usage across departments.
Baxter - Hospital & Health Care
Allego helped Baxter centralize and manage sales content for 50,000 employees. The company used Allego to build a searchable content... library and deliver targeted coaching. Adoption grew as leaders and employees saw Allego’s benefits. Baxter integrated Allego with Salesforce to trigger content at key sales stages. The solution improved sales performance and content access across the organization.
Information Services Case Studies and Customer Success Stories with Allego Conversation Intelligence
Clarivate - Information Services - Very Large
Allego helped Clarivate consolidate sales enablement tools into one platform. Clarivate replaced Highspot and Brainshark with Allego for unified content,... learning, and coaching. The company migrated over 11,000 content items, 200 courses, and 2,000 users. Adoption reached 85% and sellers viewed 193,000 pieces of content. Clarivate created 300 Digital Sales Rooms in 60 days and lowered costs by consolidating platforms.
Clarivate - Information Services - Very Large
Allego helped Clarivate boost adoption and engagement by consolidating sales enablement tools. Clarivate replaced Highspot and Brainshark with Allego, creating... a unified platform for content, learning, and coaching. The new mobile-first solution integrated with Salesforce and supported thousands of global users. This consolidation reduced operational complexity and costs, enabling scalable, AI-powered sales enablement.
Hospitality Case Studies and Customer Success Stories with Allego Conversation Intelligence
Tripadvisor - Hospitality - Large
Allego helped Tripadvisor align sales and marketing teams by consolidating sales enablement content into one platform. Sellers saved time by... easily finding up-to-date collateral, reducing off-brand materials. Marketing gained insights into content usage with Allego dashboards and sharing reports. The platform improved feedback loops and content ROI tracking. Allego's support team made content migration smooth and efficient.
Health, Wellness and Fitness Case Studies and Customer Success Stories with Allego Conversation Intelligence
Evotix - Health, Wellness And Fitness - Medium
Allego Digital Sales Rooms helped Evotix cut DSR creation time by 50%. Evotix moved 600 live rooms and 2,000 content... pieces to Allego in just eight weeks. Guided templates made it easy for reps to personalize sales rooms and keep branding consistent. Video features boosted engagement, with four contacts engaged per deal. Sales and customer success teams now work together better, leading to higher win rates and smoother handoffs.
Computer Software Case Studies and Customer Success Stories with Allego Conversation Intelligence
Evotix - Computer Software
Allego Digital Sales Rooms helped Evotix cut DSR creation time by 50%. The company faced scattered content and low virtual... engagement after moving to remote sales. Allego unified content management and streamlined digital sales room workflows. Sales reps became happier and more productive. The platform improved efficiency and supported virtual coaching for global teams.
Other Industry Case Studies and Success Stories with Allego Conversation Intelligence
Advanced Bionics - Life Sciences - Medium
Allego Digital Sales Rooms helped Advanced Bionics boost patient engagement and streamline lead nurturing. The company faced low content engagement,... with only 12% of viewers finishing five-minute videos. After switching to shorter videos and dynamic launch channels, average session views jumped from 0.9 to 4.6. Full video watch rates rose from 12% to 33%. Consistent messaging and agile content updates improved patient experience and efficiency.
Agilent Technologies - Life Sciences - Very Large
Allego Digital Sales Rooms helped Agilent Technologies unify sales content and boost engagement. The company faced siloed systems and a... product-centric approach after acquisitions. Allego's platform consolidated six systems, improved training, and enabled consultative selling. Sales reps saw a 15% increase in incremental sales growth and saved two hours per week. Digital Sales Rooms gave real-time buyer insights and improved compliance for regulated industries.
Enovis - Life Sciences - Large
Allego helped Enovis connect siloed sales teams and improve training during the COVID-19 pandemic. The platform gave reps 24/7 access... to sales content and fitting videos. Enovis used Allego to run promotions, share updates, and keep morale high. Adoption spread to multiple divisions, including international teams. New reps now get instant onboarding tools and use digital sales rooms to engage customers in real time.
Advanced Bionics - Life Sciences - Medium
Allego Digital Sales Rooms helped Advanced Bionics improve patient engagement and streamline lead nurturing. The company struggled with fragmented lead... nurturing and low content engagement. Only 30% of viewers watched long-form videos past 90 seconds, and five-minute videos had just 12% completion. Written materials like 15-page PDFs were rarely read beyond the second page. Allego's platform enabled more effective, personalized content delivery, supporting better patient experiences and higher engagement.
Everbridge - High Tech - Large
Allego Digital Sales Rooms helped Everbridge unify sales cycle communication and content delivery. Everbridge faced fragmented communication and inconsistent content... sharing, slowing deal velocity. Allego provided a single workspace for sales teams, improving transparency and reducing email overload. Sellers used the platform as a negotiating tool, enhancing buyer engagement. The solution streamlined post-sale handoffs and improved alignment between sales and customer success.
Contentstack - High Tech - Medium
Allego Digital Sales Rooms helped Contentstack keep a 95%+ customer retention rate during global growth. The sales and customer success... teams used Allego to support long, complex implementations. Allego made it easy to keep customer experiences consistent from pre-sale to post-sale. Teams saw better engagement and smoother handoffs. Seller adoption increased because Allego fit into existing workflows.
Agilent Technologies - Life Sciences
Allego Digital Sales Rooms helped Agilent Technologies unify six content systems into one platform. Sales reps gained fast access to... training and sales materials. The solution enabled a shift from product-centric to market-centric selling. AI-driven coaching and digital engagement improved sales team performance. Agilent now delivers mobile-friendly, customer-focused sales experiences.
Tripadvisor
Allego’s Sales Learning and Enablement Platform helped Tripadvisor align sales and marketing teams. Sellers saved time by easily finding up-to-date... sales collateral. Marketing gained insights into content usage with Allego’s dashboards. The platform improved feedback loops and increased efficiency. Tripadvisor saw significant ROI in time and money saved.
Enovis - Life Sciences
Allego helped Enovis adapt to rapid change in the life sciences sector. Enovis faced challenges with siloed sales teams and... outdated training. The company needed to reach both direct employees and distributor partners with consistent messaging. Allego provided a platform for efficient communication and training. Leaders at Enovis called Allego the most pivotal tool they have brought on.