Case Study: Retail Banking Division achieves 22% increase in cross-selling and rapid firmwide rollout with Allego

Retail Banking Division - Customer Case Study

The Retail Banking Division faced limited visibility into branch managers’ competencies and lacked a simple, efficient way for regional managers (RMs) to communicate weekly/monthly initiatives and training across hundreds of branches. To address these gaps, the division adopted Allego’s sales learning and coaching platform to improve training, coaching, and knowledge sharing at scale.

Allego rolled out its platform to hundreds of RMs and thousands of branch managers, using interactive video to shorten Monday meetings, circulate dynamic content, and enable branch managers to share in-branch successes and best practices. The pilot became a firmwide rollout within four months, delivering a 22% increase in cross-selling, more consistent messaging, increased collaboration across the distributed branch network, greater RM visibility, and measurable operational efficiencies driven by Allego.