Case Study: Fidelity achieves metrics-driven, more efficient sales onboarding with Allego

Fidelity Launches Metrics-Driven Sales Training Powered by Allego

Fidelity Investments, a global financial services firm, faced a scaling and measurement challenge for its sales training: a tripling sales force without a matching expansion of trainers and a need to move from gut-based decisions to data-driven ROI across awareness, knowledge, skills application, and behavior change. To address this, Fidelity turned to Allego’s sales enablement platform to modernize onboarding and coaching and to capture measurable learning and engagement data.

Using Allego’s mobile, video-based asynchronous learning, consolidated content library, coaching tools and automated learning programs, Fidelity added more than 14 hours of training content, freed up 20 hours of trainer time, and introduced seven additional hours of application activities (12 new activities). Allego also improved outcomes: assessment low scores rose by over 10 points and the average attempts to pass dropped from two to one (every associate passed on the first try), while enabling real-time feedback, clearer analytics, and faster rollouts across the organization.

Fidelity

Kaitlyn Schoenewolff

Director, Learning RM, Investment Sales