Global Investment Management Firm Uses Sales Learning Platform to Streamline Communication and Promote Best Practices amid Growth

 Needham, MA – March 10, 2016 – Allego, the leading mobile-video just-in-time (JIT) sales learning platform, has been selected by Pioneer Investment Management USA Inc., the US division of a global asset management firm, to allow its teams to communicate and collaborate more quickly and effectively.  Over 140 Pioneer employees, including external and internal sales personnel, business development, portfolio management, marketing, product marketing and compliance teams, are using Allego on their iPads and iPhones to improve communication and message consistency.

Click to tweet: Investment leader @PioneerInvest chooses Allego to give sales team competitive edge.

Pioneer relies on the video-sharing capabilities of Allego for training and information sharing across a large and growing team, whose job is to provide outstanding service to clients. For example, each week, a team of internal sales personnel at Pioneer receives a new assignment on a mutual fund, the economy, or a particular sector of the market from their managers within the Allego app.  Team members record a short video on the assigned topic and return it to their managers by Friday.  Managers can view and provide direct feedback on each of the videos within the Allego platform.  The best four or five videos are then shared with the entire sales desk, external sales team and senior management, creating a library of best practice videos.  The process ensures internal wholesalers deliver accurate information, while giving them exposure to senior management.

“As Pioneer Investments continues to focus on increasing our productivity, it is important for sales, marketing and investment teams to exchange ideas and share best practices in a unified way;  we sought a solution to this in selecting Allego,” said Dan Faller, SVP of Sales Management at Pioneer Investments.  “The Allego platform allows for greater collaboration across the firm and promotes more effective communication with clients.  The accessibility and ease of use Allego provides, combined with the remote coaching capabilities, has served to unify and accelerate the learning process for all.”

“In an ever-changing marketplace, the ability to communicate a consistent message is critical in maintaining a competitive edge,” said Mark Magnacca, president and co-founder, Allego.  “Pioneer’s adoption of our sales learning platform is a powerful example of how Allego gives wholesalers a competitive advantage by ensuring they have access to the right content and messages at the right time, all in a compliant manner.”

About Allego

Allego provides an intuitive just-in-time sales learning platform that boosts sales performance by harnessing the power of mobile devices to transform enablement and training through video content sharing. With Allego’s mobile-first platform, organizations can create and curate the best content from the field and corporate office to better train and collaborate with distributed sales teams, without the time and expense typically associated with in-field coaching or on-site training. Users can easily access relevant, quality content, anytime, anywhere, allowing them to capture their best ideas, master their pitch and accelerate their performance. Over 15,000 global users across a range of industries have adopted Allego to improve sales success.  Explore further at www.allego.com.

About Pioneer Investments

Pioneer Investments, founded in 1928, is the trading name of the Pioneer Global Asset Management S.p.A. group of companies. Pioneer Investments is a global investment firm with offices in 28 countries, 2,000 employees and $237 billion in assets under management as of January 31, 2016. Pioneer Investment Management USA Inc. is the North American operating subsidiary of Pioneer Global Asset Management S.p.A., a wholly-owned subsidiary of UniCredit S.p.A.

Pioneer Investments is not affiliated with Allego.

Media Contacts

Allego
Allison Rynak
+1 781-400-2035 x22
arynak@allego.com

Andrew Rodger
Matter Communications
+1 978-518-4516
andrew@matternow.com