Solution introduction

Sales learning and readiness platform for financial services

Stay ahead of the market

Rapidly changing markets, complex regulations, and distribution disruption make it challenging for financial service firms to keep their sales forces up to date and able to articulate compelling value. We built the Allego sales learning and readiness platform from the ground up to meet the specific needs of asset managers, wealth managers, insurance providers, retail banks and other financial services organizations. Technology that salespeople love to use and a track record of customer success make Allego the de facto standard.

8 of the 10 best asset management sales teams use Allego
The profound changes impacting asset management put enormous pressure on wholesalers to bring value to every advisor interaction. Allego helps them do so by delivering confident, consistent messaging about their firm and products combined with timely and impactful insights from peers and home office support teams. More than half of the top 50 US asset managers, including 8 of the 10 wholesale teams most liked by advisors, arm their distribution teams with Allego to deepen relationships and boost AUM.

Retirement and life insurance leaders succeed with Allego
Allego equips life insurance and retirement product leaders like Pacific Life, Principal Financial Group, Global Atlantic, and John Hancock Life to ensure distribution teams understand complex products, master value-add programs, and deliver consistent, differentiating messaging. 7 of the 11 top US Variable Annuity providers rely on Allego to ready their wholesale teams to make the most of each FA conversation.

Wealth managers bank on Allego
Allego helps leading wirehouses, broker-dealers, RIAs and other wealth managers grow assets by:

  • Ramping new advisors more quickly through mobile video-based onboarding, training and coaching
  • Enabling FAs to access the most timely and relevant insights from firm experts before each client meeting
  • Certifying that advisor messaging is consistent, confident and compliant
  • Ensuring proficiency with new tools and technology platforms

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