Case Study: Nuveen achieves faster, more effective sales knowledge sharing with Allego

Nuveen Increases Sales Knowledge and Effectiveness by Adopting Allego

Nuveen, a global asset manager with nearly 3,000 employees and about $900 billion in AUM, faced the challenge of aligning sales messaging with its new parent TIAA, scaling onboarding and ongoing training without disrupting existing processes, and delivering timely market guidance in a rapidly changing environment (e.g., Brexit). To address these needs the firm evaluated and selected Allego’s mobile video sales learning platform as a way to capture and distribute field knowledge and consistent messaging.

Allego was rolled out in phased two‑week increments and adopted by more than 250 team members, allowing Nuveen and its affiliates to build a rich, on‑demand video library and custom channels accessible in the field. The solution delivered measurable business impact—timely market commentary reached the sales force within 24 hours during the Brexit event, Weekly National Sales calls now have more time for selling activities, and user and content contributor counts expanded—helping Nuveen scale onboarding, coaching, and sales effectiveness.

Nuveen

Joy Crenshaw

Managing Director, Head of Sales Development and Business Solutions