Case Study: Investment Management Company achieves 10-minute meeting readiness for sales reps with Allego

Global Asset Management Firm Deploys Sales Plays to Equip Sellers with Content in Context Using Allego

Investment Management Company, a U.S. financial services firm with 1,000+ employees, struggled with sales content scattered across multiple platforms, leaving reps poorly prepared for client meetings. The Regional Sales Director wanted sellers to be able to use brief windows of time—“10 minutes at a Starbucks”—to access everything needed, so the firm engaged Allego to solve the problem.

Allego built a centralized Content Locker—an Allego-powered, multi‑media library of PDFs, 2–3 minute pitch videos, competitive analyses, objection responses and client intelligence—and integrated it with the firm’s CRM. By delivering content in both text and video and making it instantly accessible in the field, Allego enabled reps to prepare for meetings in 10 minutes or less and present the right materials in context.