Advisors at one North American bank-owned wealth management firm lacked timely access to critical information from PMs and strategists
Advisors at one North American bank-owned wealth management firm lacked timely access to critical information from PMs and strategists
1 PagesWEALTH MANAGEMENT CASE STUDY The Challenge PMs, economists and other internal strategists used Allego to create short videos for advisors from week-to-week. Advisors prepped for client conversations by watching the right video just before calls. When markets hiccupped, PMs and strategists armed advisors with fresh talking points to quell client fears using quick videos. Advisors collaborated with internal support teams using video to understand client questions and handle objections as they arose in the market. © Allego Software ® Allego is a registered trademark of Allego Software www.allego.com | 781.400.5671 | salesinquiry@allego.com Solution The firm rolled out Allego’s sales learning and coaching platform to promote collaboration and connect advisors with internal support teams
