Case Study: Nuveen achieves stronger selling and higher sales engagement with Allego

Nuveen Shares Content and Best Practices for Stronger Selling Using Allego

Nuveen, a Chicago-based global investment manager in the financial services industry, had already adopted Allego for new-hire onboarding and product training but faced a new challenge: the sales force wanted more current, relevant content delivered in the flow of work. Although reps appreciated content shared at national meetings, few participated in scheduled conference calls to discuss top pieces, trends, tips and best practices.

Sales Development Manager Mike Ianni expanded use of the Allego platform as a content-management and video-sharing tool by asking top reps and subject-matter experts to record best-practice videos. Allego then delivered a steady stream of content via a biweekly newsletter (three videos per edition) and a twice-weekly newscast, boosting engagement and excitement across the sales team. As a result, Allego has become “part of the vernacular” at Nuveen, providing timely, customized internal content that accelerates selling and helps reps learn directly from top sellers.

Nuveen

Michael Ianni

Vice President, Sales Developement Manager