Case Study: Waddell & Reed Financial achieves 50%+ boost in sales productivity and content usage with Accent Technologies

Waddell & Reed Financial - Customer Case Study

Waddell & Reed Financial engaged Accent Technologies to address time-consuming sales processes and fragmented content management. Seeking a central content repository to reduce wasted sales time, streamline content updates, and unify marketing materials, the S&P 500 financial services firm implemented Accent’s sales enablement platform to provide Global Favorites, presentation books and virtual PowerPoints that let teams “update one, update many.”

Accent Technologies delivered a centralized, integrated solution that improved content production, data protection and sales‑marketing alignment, with measurable results 7–9 months after rollout. Waddell & Reed reported >50% increases in both sales‑team productivity and effective use of marketing content, reduced repository and printing costs, better forecasting accuracy, and rated Accent best‑in‑class for performance, ease of use, scalability, integrations and implementation.

Waddell & Reed Financial

Melissa Crow

Marketing Professional