Financial Services Case Studies and Customer Success Stories with Allego

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.

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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.

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Fidelity Investments - Financial Services

Allego helped Fidelity Investments transform sales training with data-driven onboarding. The team added 14 hours of video and activities, saving 20 hours of trainer time. Allego enabled real-time fee...dback and consolidated all training content in one place. New hires now pass assessments on the first try, with average lowest scores rising by over 10 points. The onboarding program is more efficient and effective, supporting measurable sales enablement results.

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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 vide...o 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.

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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 platfor...m. 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.

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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 conn...ected 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.

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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.

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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 t...hem 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.

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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.

Read more →

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.

Read more →

Fidelity Investments - Financial Services

Allego helped Fidelity Investments transform sales training with data-driven onboarding. The team added 14 hours of video and activities, saving 20 hours of trainer time. Allego enabled real-time fee...dback and consolidated all training content in one place. New hires now pass assessments on the first try, with average lowest scores rising by over 10 points. The onboarding program is more efficient and effective, supporting measurable sales enablement results.

Read more →

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 vide...o 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.

Read more →

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 platfor...m. 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.

Read more →

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 conn...ected 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.

Read more →

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.

Read more →

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 t...hem 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.

Read more →
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Management Consulting Case Studies and Customer Success Stories with Allego

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 u...sed 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.

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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 re...corded from clients in 15 months. 14,000 unique users enrolled in training. Allego improved efficiency for both internal teams and clients.

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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 u...sed 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.

Read more →

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 re...corded from clients in 15 months. 14,000 unique users enrolled in training. Allego improved efficiency for both internal teams and clients.

Read more →

Medical Devices Case Studies and Customer Success Stories with Allego

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 Alle...go 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.

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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.

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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 Alle...go 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.

Read more →

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.

Read more →

Computer Software Case Studies and Customer Success Stories with Allego

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 a...nd streamlined digital sales room workflows. Sales reps became happier and more productive. The platform improved efficiency and supported virtual coaching for global teams.

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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 a...nd streamlined digital sales room workflows. Sales reps became happier and more productive. The platform improved efficiency and supported virtual coaching for global teams.

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Information Technology and Services Case Studies and Customer Success Stories with Allego

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.

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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.

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Manufacturing Case Studies and Customer Success Stories with Allego

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. Lead...ers 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.

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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. Lead...ers 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.

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Hospital & Health Care Case Studies and Customer Success Stories with Allego

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 an...d 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.

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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 an...d 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.

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Other Industry Case Studies and Success Stories with Allego

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 pr...oduct-centric to market-centric selling. AI-driven coaching and digital engagement improved sales team performance. Agilent now delivers mobile-friendly, customer-focused sales experiences.

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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 co...ntent usage with Allego’s dashboards. The platform improved feedback loops and increased efficiency. Tripadvisor saw significant ROI in time and money saved.

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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 di...stributor 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.

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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 pr...oduct-centric to market-centric selling. AI-driven coaching and digital engagement improved sales team performance. Agilent now delivers mobile-friendly, customer-focused sales experiences.

Read more →

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 co...ntent usage with Allego’s dashboards. The platform improved feedback loops and increased efficiency. Tripadvisor saw significant ROI in time and money saved.

Read more →

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 di...stributor 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.

Read more →