Case Study: Premier Wealth Management Firm achieves higher advisor competency and reduced meeting time with Allego

Using Technology to Transform Learning at Premier Wealth Management Firms

Premier Wealth Management Firm faced rapidly changing markets, regulatory uncertainty, and an information “gridlock” where long audio calls and 30–60 minute recordings weren’t being used or retained. To address this, the firm turned to Allego’s mobile-first sales learning platform to deliver timely, bite-sized video content and reinforce complex wealth-management knowledge across advisors and managers.

Allego enabled the firm to create a weekly content calendar of short (about three-minute) videos, set up topic-based video channels, and use Flash Drills (video flashcards) plus mastery reports to identify gaps. The result: shorter or eliminated calls, higher baseline competencies and tool adoption among advisors, greater confidence in client conversations, measurable engagement (reps replaying key videos multiple times), and expanded managerial reach — all driven by Allego.