Financial Services

Allego for Financial Services

With historically low interest rates, unprecedented regulatory challenges and the surge in popularity of fee-based compensation models, sales teams in the financial services sector face some of their toughest challenges in decades.

Delivering strong, consistent messaging and sharing best practices and internal expertise out to the field is mission critical. Sales teams in financial services need a platform built for regulated industries that’s easy to use on-the-go or in low-connectivity environments. Allego’s sales learning platform is built for the enterprise and designed for the unique needs of financial services sales organizations.

Asset Management

Allego helps 20 of the world’s top 50 asset management firms such as MFS and AMG Funds equip wholesalers with best practices from peers, regular coaching from managers, and the latest insights from experts at HQ to be thought leaders for their clients in today’s rapidly changing markets.  Allego serves 8 out of the top 10 mutual fund shops preferred by advisers in 2017, according to Ignites.

Insurance

Allego equips top firms like Principal Financial Group and Manulife to consistently deliver on-message and effectively articulate value.

Wealth Management

Allego helps leading wealth management firms distribute the company’s internal expertise faster and more effectively so advisors can use the latest insight from product specialists and portfolio managers for more informed client conversations.

Retail Banking

Allego gives top retail banks the ability to rapidly share product knowledge and weekly updates out to the entire branch network, as well as coach managers and branch employees on selling skills. Best practice video libraries give everyone easy access to high-impact refreshers at the moment of need.

The ability for a sales manager to leverage their time and geography using a portable device like the iPad and a well-designed app is a game changer in our industry.

Chris V., CMO and Senior VP of Sales in the Retirement Solutions Division
Pacific Life