Case Study: Ash Brokerage achieves more consistent onboarding and stronger team collaboration with Allego

Ash Brokerage reaches 25,000 views and $1.6M in additional revenue with Allego

Ash Brokerage, a financial services firm, faced the challenge of creating a consistent onboarding experience for new hires and improving collaboration among its existing wholesalers. The company needed its representatives to deliver more effective and consistent messaging about a wide array of financial products. To address this, Ash Brokerage turned to the vendor Allego for a solution.

Using the Allego platform, the company created video content for training and knowledge sharing, including having top performers record videos on products and sales advice. They also used Allego to send personalized thank-you and congratulations videos to customers. This solution led to significant results: learning engagement soared with 25,000 views on 50 seat licenses, $1.6 million in additional revenue was attributed to the initiative, and repeat business increased. Within the first year, the division achieved record growth with a $328 million revenue increase.

Ash Brokerage