Case Study: S&P Dow Jones Indices achieves personalized digital sales engagement with Allego

S&P Dow Jones Indices Customizes Sales Content Using Allego

S&P Dow Jones Indices, a division of S&P Global and the home of benchmarks like the S&P 500® and the Dow Jones Industrial Average®, faced a rapid shift to remote and hybrid selling that strained its wealth‑management channel team’s ability to educate and stay connected with ETF partner salesforces. To adapt to this digital transformation, S&P DJI deployed Allego’s sales enablement platform, using personalized video and content capabilities to replace much of its former in‑person outreach.

Using Allego, S&P DJI created tailored video messaging and partner‑specific Allego Digital Sales Rooms that aggregate relevant thought leadership and notify contacts when new materials are added. The solution increased content adoption and partner engagement—moving the team from blanket communications to highly personalized outreach—helping S&P DJI maintain relationships, reinforce expertise, and achieve its sales and education goals in a hybrid environment. Allego’s platform also streamlined internal content creation and reuse, boosting the team’s efficiency and reach.

S&P Dow Jones Indices

Brent Kopp

Senior Director, Central Region