Case Study: Leading Financial Services Firm cuts email overload and drives 100% sales adoption with Allego

Video Collaboration An Antidote to Email Overload

Leading Financial Services Firm was struggling with email overload and low engagement across its wealth management sales force. To cut digital clutter and boost interaction, the firm’s learning and development team adopted Allego’s mobile video communications platform, using interactive Allego videos to replace routine emails and launching a peer‑to‑peer podcast program called Windshield Time.

Allego implemented short, interactive videos and a 15‑minute Windshield Time podcast (with split‑screen interviews and an internal chat) to promote conversations and best‑practice sharing; the program achieved 100% sales adoption, about 48,000 peer views in the first 18 months, a regular audience of roughly 150 participants, and roughly 25 episodes to date — driving a clear behavioral and cultural shift toward increased engagement and peer collaboration.