Case Study: Nuveen increases sales knowledge and effectiveness with Allego

Nuveen expands sales training to 250+ users with Allego

Nuveen, a premier global asset management firm, faced challenges in effectively training its large sales team and sharing timely information amidst a rapidly changing financial market. The company needed a solution to onboard new staff, provide continued education, and coordinate messaging across its organization and affiliates to increase sales effectiveness. They adopted the sales enablement platform Allego to address these needs.

Allego provided an elegant, easy-to-use platform that allowed Nuveen to rapidly capture and share field knowledge and best practices through video. The solution was implemented in phases and ultimately used by over 250 team members, creating a valuable library of on-demand content. This gave the sales team immediate access to expert perspectives, such as on Brexit, for conversations with advisors. As a result, Nuveen saved time on weekly sales calls, expanded the number of Allego users due to high demand, and was able to bring timely market information to the team that previously took days or weeks to disseminate.

Nuveen