Case Study: BNY Mellon achieves rapid adoption of user-generated sales learning with Allego

BNY Mellon’s User-generated Sales Learning Content

BNY Mellon’s Vice President & Head of Internal Sales Vincent DeRose needed a way to help internal subject-matter experts—portfolio managers and specialists—sharpen their messages and deliver concise, five- to eight-minute videos. The team faced challenges with long-form presentations (some managers wanted to talk for 45 minutes) and with getting senior staff comfortable producing less-than-perfect, user-generated video content, plus general unfamiliarity with creating and accessing videos via Allego.

To address this, BNY Mellon rolled out the Allego platform at a national sales meeting with simple prompts (for example, “record your biggest win of 2017”) and manager welcome videos to drive usage and pre-populate the system with useful content. Allego’s approach rapidly increased adoption, made contributors more comfortable with quick, digestible recordings, and populated BNY Mellon’s Allego instance with ready-to-watch learning content that improved internal sales learning and engagement.

BNY Mellon

Vincent DeRose

Vice President & Head of Internal Sales