Enhance the Dialogue Between Salespeople and Financial Advisor Clients
Nuveen, a premier global asset management firm founded in 1898, provides investment solutions to individual investors and the advisors who serve them. Their longevity in the financial services industry is a testament to their ability to navigate turbulent financial service markets.
Today’s changes in asset management increased the pressure on wholesalers to articulate compelling value in every interaction with their financial advisor clients. By adopting Allego, not only Nuveen provides their wholesalers with unique ways to share information with financial advisors, they created a collaborative environment where sellers can learn from each other. At Nuveen, top sellers now share best practices, and insightful videos on Allego’s modern learning and readiness platform turning the century-old asset management firm into a pioneer in peer learning.
What this video to learn how Nuveen powers peer learning across the organization.