Case Study: Global Investment Firm achieves faster ramp time and combats resource scarcity with Allego

Global Investment Firm Leverages Allego to Accelerate Employee Ramp Time and Combat Resource Scarcity

Global Investment Firm, a 75‑year leader with more than 250 investment professionals, struggled to train a diverse mix of new hires, promoted staff and seasoned wholesalers while facing scarce access to subject‑matter experts and constant information overload. To deliver consistent, non‑distracting training across its distribution teams, the firm adopted Allego’s mobile‑first, just‑in‑time learning platform.

Allego enabled the firm to record expert presentations, route them through compliance and publish content within 24–48 hours, while tracking viewership and encouraging a regular content cadence. The solution made expert knowledge accessible and repeatable, driving faster ramp‑up—internal wholesalers have moved to external roles in as little as 90 days—improving message consistency and reducing the burden on traveling investment professionals.