Case Study: One of the Nation's Largest Financial Institutions achieves a 22% increase in products per client and a 31% sales lift in bottom regions with Allego

Boosting Revenue Performance in Retail Banking with Mobile Video Technology

Largest Financial Institutions needed a way to get complex, time-sensitive product information to 86 regional managers and 780 branch managers so they could improve customer conversations and cross-selling. Relying on 3–5 hour weekly phone calls left retention low and coaching inconsistent, so the Head of Retail Sales chose Allego’s mobile-first video sales learning platform to deliver training, reinforce product knowledge, and enable scalable coaching.

Allego rolled out short video recaps from product specialists, organized video libraries, offline-capable coaching tools and Flash Drills (spaced multimedia quizzes) to boost retention and collaboration. The bank cut weekly management call time to about one hour, saw ~90% recall on flashcard reports across regions, enabled regionals to run 6–7 coaching sessions per day (vs. 2–3), and achieved a 22% increase in products per client relationship and a 31% sales lift in the bottom 20 regions — while giving senior managers better visibility into branch interactions.