Case Study: Strategic Financial Solutions achieves 20% productivity improvement with Allego Conversation Intelligence

Strategic Financial Solutions Improves Productivity by 20% Using Allego Conversation Intelligence

Strategic Financial Solutions, a New York–based financial services firm, was hampered by a legacy call recording system that provided no intelligence on deal progression, seller performance, or call topics—wasting hundreds of QA hours and limiting the ability to identify training needs in a highly compliant environment. To address this gap, Strategic Financial Solutions turned to Allego and its Allego Conversation Intelligence product.

Allego implemented Conversation Intelligence to codify the sales process, surface topics/keywords, integrate call data into scorecards and gamification, and filter out non‑relevant short calls for QA. As a result, QA productivity rose 20%, lead conversions increased roughly 5% (from 15.2% to 16%), onboarding time fell from 90 to 75 days (a 15% savings), and customer service achieved a 98% compliance score—enabling faster coaching and measurable performance improvements for Strategic Financial Solutions.

Strategic Financial Solutions

Rhonda Rockwell

Director of Sales