Changing behaviors on a global scale
To stay relevant in a changing market, a global Financial Services client realized its financial advisors needed to shift from a transactional sales approach to a more consultative or service based approach. It had to be custom, deployed companywide, and had to be fresh and innovative—all within 3 months.
AllenComm developed a web-based video and gamification-enhanced transformation system that included real-world barriers, key customer questions and responses, and an adaptive tool for creating a custom business plan to implement changes in their individual practices.
Working together, AllenComm and its client established best practices for 14,000 Financial Advisors. The training facilitated changes in the way Financial Advisors perceived their role while strengthening their relationships in a way that led to practice expansion and increased client retention by 60%. The system content was adopted to implement to all employees.