Banking, Financial Services, and Insurance (BFSI) sector sales teams often grapple with prioritizing leads to optimize their conversion rates. The traditional methods of lead scoring,

Gone are the days when sales relied solely on intuition and generic pitches. Today, sales teams leverage a wealth of insights to refine every aspect

As the Financial Industry, geography and markets change, so does the sales team and an average salesperson’s experience. Having the right tools at their disposal

From personalized customer interaction to predictive analytics, AI is changing the game in unprecedented ways. According to a Report by Business Insider, the aggregate potential

The Bridge, a report released by Vymo in partnership with LIMRA, explores the best strategies for attracting and retaining this crucial generation of employees!

For financial institutions to be in the limelight, banks and insurance firms need to keep their customers engaged as much as possible. Beyond this, setting

The banking industry has changed exponentially over the past couple of years. Samraggi Bhanja Khandelwal (Deputy Vice President - Liabilities Product, HDFC Bank) shares her views on these

In Part 1 of ‘The Ultimate Recruitment Playbook’ we had discussed on how playbooks are expertly crafted roadmaps, providing recruiters with a predefined set of

Where is the insurance industry in its digitalization journey? Which trends will shape the next chapter of sales productivity? Keeping the big picture in mind

Recruitment Playbooks are expertly crafted roadmaps, providing recruiters with a predefined set of best practices, methodologies, and time-tested approaches. The overall global insurance industry is

Field Sales Automation is not just a technological upgrade but a strategic imperative for insurance organizations in 2024. There are multiple benefits to  field sales

In our predictions for 2023, three significant trends have reshaped the insurance landscape.  First, technology has become a central lever across the insurance value chain,

Introduction: ‘Sales Engagement’ is no longer a luxury but a necessity for a tech-forward insurance organization. But what exactly does it mean, and how can

Generative Artificial Intelligence ( gen AI) became mainstream in 2023. In 2024, we expect gen AI  to exponentially evolve and disrupt technology and trends in

No longer confined to traditional methods, modern agents are embracing digital tools to gain a competitive edge and enhance their productivity.  A digital-forward strategy can

In January 2023, we predicted a slight slowdown in the global economy which will continue through 2024 where banks’ ability to generate income and manage

In the fast-paced world of insurance, the juggling act of meeting quotas and deadlines is a daily reality. With targets looming and policies to be

In today's fast-paced world, where everything is just a tap away, it is essential for businesses to adapt to a mobile-first approach. This is especially

Unlocking the key to sales excellence is a perpetual pursuit for professionals seeking to elevate their performance. In this blog, we explore actionable strategies and

In 2023, it is evident that AI plays a crucial role in shaping the contemporary landscape of the financial services industry. We caught up with Uthra

The significance of building strong, long-lasting relationships cannot be overstated, especially in the insurance industry where trust and reliability are a prerequisite. As Millennials and

Insurance companies today are finding themselves at a crossroads as they embark on a journey of digitization to reinvent, transform, and differentiate themselves. Collaborating with

The number of customers who are banking through mobile applications is only increasing. According to an Asia Pacific Survey conducted in September 2023, 87% of

In the world of sales, data is the new superhero, helping us understand what works and what doesn't. In this blog, we explore the impact

If you have a sales team, you surely must have a CRM as well. And you belong to the 75% of the companies that have adopted one.
However, even after implementing the CRM in the best possible way, only 19% of businesses have reported a somewhat positive business impact

In today's highly competitive business landscape, sales teams are constantly seeking ways to boost conversion rates and sales velocity. One effective approach is to leverage

Cloud Computing has emerged as a game-changer for banks and financial services (FS) Institutions. Traditional banking systems often relied on on-premises infrastructure, which posed challenges

2023 is being dubbed as the year of AI transformation. How we generate, manage and propagate Data will redefine life as we know it. Our

AI in insurance has massively transformed risk management, underwriting policies, and other traditional insurance practices. The impact of AI in the insurance sector has been

Commercial banking plays a vital role in meeting the financial requirements of businesses and large enterprises. Sales enablement in this sector is highly complex, primarily

We believe that understanding the day-to-day lives, motivations, and struggles of our #feetonthestreet are key to creating a healthy workplace that helps sellers grow. To

We interacted with the leaders from Ageas Federal Life Insurance on their ‘Reimagine Tomorrow’ program. This initiative aims to infuse enthusiasm into the workforce through digital transformation, with the twin goals of enhancing customer satisfaction and refining customer targeting. Excerpts from the interview

In Part II of the ‘Age of the AI’ Series, Aparna Kalle, GPM, Vymo, delves into the significance of embracing digital-first sales techniques and harnessing the power of AI to maintain a competitive edge in the insurance industry.

Insurtech firms focus on leveraging digital technology to address customer pain points and provide an enhanced client experience. This could potentially challenge established insurance companies in the market. How can traditional insurance firms increase their sales productivity in the digital era?

In Part I, of our ‘Age of AI’ series, Aparna Kalle, GPM, Vymo presents an overview of AI-driven sales team structures within insurance companies and emphasizes the importance of a well-defined distribution strategy. Read on….

Vymo hosted a roundtable with leading public sector banks (PSUs) leaders in Mumbai. Vijayant Rai, Country Leader, BFSI, Microsoft India, was the keynote speaker, and he pointed out that the opportunity for cloud adoption is not slowing down.

The SEA market continues to mature with tighter governance standards, data privacy policies, and an augmentation in AI and ML capabilities. The X factor will be industry-focused applications that are able to solve deeply for verticalized challenges, and an intuitive interface that can help boost the overall adoption. For more

Pallav Das, Vymo’s Sales Director- India MEA, reveals the key ingredients for building a successful Sales team

Business leaders worldwide are adopting different strategies to digitize various aspects of their operations. However, it’s crucial to understand that there is no one-size-fits-all solution that works for all businesses. So, how can you determine which solution is the most suitable for your specific needs? Learn more…

Agents, advisors, and RMs are the lifeblood of any bank. And understanding their needs, struggles, and pain points is crucial to empower them with the right kind of support. We spoke to Aditya, a RM, to gain some perspective into his day-to-day life, responsibilities, and hurdles.

July 2023 was Earth’s hottest month on record. Last month, scientists announced that the average global temperature will pass the 1.5C threshold for the first time in

Sales is one of the cornerstones of a business, and an effective lead management process is the key to facilitating sales. Lead management refers to

We asked FIVE leading experts in Indian Bancassurance (from organizations like IndiaFirst Life, PNB Metlife, HDFC Bank, Bank of Baroda, and more) for advice on how to turn the channel into a profit-generating lever. ALL of their insights are in our latest report – Morph: Bancassurance India Insights. Read on to download the report…

In today’s digital age, customer engagement has become a top priority for banks. Engaged customers are not only more likely to stay loyal, but they also become advocates for your brand. How can the right sales strategies enhance customer delight? Know more…..

Bowtie Insurance, Hong Kong’s first virtual insurer, decided that they must have some physical interaction with their customers and opened Bow Coffee for them to walk in, order a latte and decide the life or health insurance policy that works best for them! We caught up with Gabriel Kung, Chief Commercial Officer at Bowtie Life Insurance Company, to learn more about this unique initiative.

With the increasing importance placed on AI, machine learning, and digitization, it’s all the more important for the banking industry to re-examine its digital strategy. Our interview with Pradeep Pant, Executive Director, Rawstone Technology focuses on the importance of digital innovation in the banking sector….

For the Insurance industry AI is tech’s next BIG THING and is built on top of decades of existing machine learning already embedded in business processes. Investors are pouring billions into companies based on generative AI. Is it time to take a leap of faith?

A manager needs to be equipped with the right set of tools to bring about the best results with minimal interventions. Vymo Coach is a sales coaching and training tool that helps managers gain insights into their team’s sales performance metrics. Read on…

When Jennifer Mendes decided to leave the hustle and bustle of Mumbai behind and move to Goa in 1987, everyone called her insane. But, this bold move kick-started her successful career as a Mutual Funds Distributor.Today, she runs her own company with 6,700 clients around the world. Read on…

Are your banking sales processes dragging you down? It could be due to improper lead management, lack of coaching, or inaccurate performance tracking. Find out…

“Financial jargon can be a roadblock for salespeople when pitching to Gen Z and Millennials, who make up over 60% of the market share. Businesses should focus on coaching sellers to reach this digitally-savvy cohort. Know more…”

Vymo is Gartner- and Forrester-recognized and has just been featured in Gartner’s 2023 Market Guide for Sales Engagement applications. Read on to access the report…

Post-pandemic, India’s financial and demographic landscape has shifted. It’s now estimated to have the highest share of the working-age population by 2052. How can Alternate Data uplevel your sales game? Know more…

Insurance agents have to manage a huge amount of customer data, from contact information to policy details. A CRM system can help agents organize and manage this data more efficiently. Know more…

Did you know that sales reps spend only 35.3% of their time selling?! A rep’s time is often wasted in non-selling, manual, repetitive activities. Technology can stand out as the key differentiator between an average agent and a superstar. For more…

Financial enterprises should, urgently, invest in their sales technology stack to ‘up the curve’ of their CRM into a mobile-first, intuitive tool that can automate, plan and predict sales outcomes for the seller. What do our salespeople expect today? Find out…

How game-changing will it be if a sales rep can send the right promotional content to the right audience, select the appropriate customer acquisition channel, and uberize debt servicing with digital enablers? That’s what a next-gen banking sales solution brings to the table! For more…

The theme of this year’s International Women’s Day is #EmbraceEquity. But what’s the difference between equality and equity? Let’s understand this with the help of

Financial Advisors are always on the move meeting clients and prospects. And when they’re at their desk, they’re busy with paperwork, sharing quotations, vetting documents and learning about new products. They hardly get the time to sit down at their computers and update their CRMs. How to make their lives easier? Here’s the answer…

If you have a sales team, you surely must have a CRM as well. And you belong to the 75% of the companies that have adopted one.
However, even after implementing the CRM in the best possible way, only 19% of businesses have reported a somewhat positive business impact

Sales and Valentine’s Day are two completely different topics. But they have more in common than you might think. Let’s take a closer look at what these two things have in common.

As we enter 2023, the Global Economy is set for a slight slowdown mimicking a borderline recession, but what does this mean for the banking

Only 3 out of 10 are employed in Rural India! Sustainable Livelihood Initiatives by banks are striving to increase this number through micro-loans, skill development programs, financial education, and customized value-added services.

The demand for micro-credit in rural India is rising. But, are MFIs doing enough to utilize this great scope and improve their credit culture from the current 10%?

We caught up with Jenn Villalobos, Chief Digital and Technology Officer, Prudential, to discuss digital strategies for Gen-Next Insurance companies. Here are excerpts from the interview.

Customers today are no longer excited by what their friends buy and need products and benefits personalized to their individual needs. This is leading to insurers scrambling their think tanks to design products, offer benefits that can be multi-selected to offer the best-fit plan. For more….

A Sales Engagement Platform enables your sales team to identify, execute, prioritize and improve engagements with prospects and customers. Here are eight factors you should look for in a Sales Engagement Platform…

Gordon Ritter, Founder and General Partner, Emergence Capital, outlined software trends and how organizations can derive value from next frontier software like Vymo.

The unsecured loans market in India is not only highly competitive, it is also a large channel of business. From small to large players, banks are vying for the same customer base. So how to secure the unsecured loan business?

In a highly-competitive and fast moving environment where hundreds of credit cards are dispatched on a daily basis, customer turn-around-time from application to card dispatch becomes crucial. Vymo provides an ML-based intelligent sales engagement platform that enables guided selling for frontline teams….

Venkat Malladi, Co-founder and CTO, Vymo, is passionate about leveraging the full power of mobile technology and machine learning to develop solutions that can solve

Imagine that you’re in the market for an insurance policy. You start with a basic search online. Find a couple of trustworthy websites and give

Traditionally, insurance companies had agents and brokers designated as the primary interaction channel with their customers. The Asia-Pacific agency channel has not materially changed in

Sales people are always busy. They usually have a packed calendar and need to make the most of the working day. All the work that

Bancassurance is no passing trend.  In fact, if we let the numbers do the talking, it is estimated that the APAC Bancassurance market size will

We caught up with Anil Kuril, CTO, Union Bank to discuss the newly launched, “Uni-Verse”– a virtual lounge for customers. For more –

Converting prospects into loyal clients is always a great feeling.  But, it’s easier said than done.  To close a successful sales meeting, reps and agents

We are proud to share that Vymo has been named a Strong Performer in The Forrester Wave™: Sales Engagement, Q3 2022. (Get your free copy

Selling loans is the top priority for every bank.  But, the work doesn’t stop there.  Non-Performing Loans (a.k.a a sum of borrowed money whose scheduled

In this changing world, the demand for digital and virtual banking services is massive. The global Digital Banking Platform and Services market size is projected

A prospect has shown interest by filling the lead form on your website. The lead sign-up form gives ample information about the prospect’s requirement. Your

Banks and insurers have been rethinking their Bancassurance strategies. According to McKinsey research, personalization, customer experience, and omnichannel engagement backed by digital processes and analytics,

-Reimagining sales engagement in APAC as digital-savvy customers choose the convenience and flexibility of online financial transactions over in-person interactions.  Globally, Bancassurance has emerged as

We caught up with Tricia Wong, Director - ITC-Asia, after a successful InsureTech Connect Asia 2022  in Singapore and she spoke to us about interesting

Sales reps in the field need smarter plans, faster routes, and easier activity tracking. Vymo’s in-app map helps your team complete their daily activities using the

Vymo Nudge bumps the right insights to the right users at the right time.

Leading Insurance Experts came together at InsureTech Connect Asia 2022, the largest gathering of insurance leaders and innovators, to discuss 'The Future of Insurance.' We

Over one hundred fifty-thousand (150,000) texts were sent by sales reps within weeks of the Vymo Docs feature release in January 2022. Picture this. You've

Vymo is recognized in the Forrester 2022 Now Tech report that provides an overview of 29 sales engagement solution providers.  According to Now Tech: Sales

A mom kick-starts her day by checking the children’s schedule: school or holiday, karate or djembe? Soon after, she plans her own day: office, meetings,

Have you ever wondered how many decisions a human makes in a day? Researchers at Cornell University estimate we make 226.7 decisions each day on

This McKinsey report forecasts that “in the next five years around 7,000 ‘traditional’ advisors will retire. By 2030, as advice becomes increasingly analytics-driven and automated,

The US insurance industry, in 2020, collected $1.28TN in net premiums; no wonder it’s so intensely competitive. Managers need to do everything possible to equip

A poor lead conversion rate isn’t just frustrating, it’s also expensive. Given that your bank spends a lot of resources to generate leads, it’s only

The largest private sector bank came to Vymo with a challenge. We took it head-on. They had 600,000+ leads in their system, and only 180,000

The International Women’s Day’s theme for 2022 is, “Gender equality today for a sustainable tomorrow.” Our Product team dug deep into the data to see

The difference between a great sales agent and a good one - the ability to step into the role of an advisor. But do they

We managed to lay our hands on this letter by a Sales Rep crushing on Vymo..... Dear Vymo, 'I love you' – that's it, I

As technology continues to build better heuristics for business growth, the importance of sales engagement platforms is now in focus. Because the Covid-19 pandemic fuelled

Let’s first address the elephant in the Virtual Room – Data is the new currency, and yet are the Banks of today able to tap

If you’ve been working in the banking and financial services industry for some time, this scenario may not be unusual for you: Marketing, product teams,

For retail banks, cross-selling has been gaining in importance since a few years now. Earlier, digitalization of banking meant that customers didn’t have to visit

Customer expectations in retail banking are evolving and getting more sophisticated. Yet, many banks haven’t been able to translate this into sales. And a strong

Commercial banking is not just competitive in the context of immediate sales, it is also competitive about how a bank is able to build stronger,

How can a Commercial Bank empower its RMs to hand-hold SMEs through a pandemic and afterward? The pandemic has hustled once personal relationships to migrate

Banks and financial institutions are facing twin challenges. On one hand, the industry is having a tough time hiring fresh talent, since ‘millennials are getting

How mobile-first RMs will bridge the gap between the traditional and the digital Imagine for a moment you are a Relationship Manager in 2021.  Your

The banking industry stands at unusual crossroads today and understanding why that’s so would be a great way to understand why lead management is so

The on-demand link for the webinar is also available at the end of the blog. The webinar is helmed by  Aalap Gandhi - AVP -

From being a support function that just took care of the database, technology has grown in stature as an enabler for all critical operations for

The very fact that insurance sales is intensely competitive shows it has a great potential. And as an insurance carrier or a wholesaler that relies

The on-demand link for the Panel Discussion is also available at the end of the blog In this panel discussion at InsureTech Connect Asia 2021,

Today, no discussion about banking technology is complete without the mention of the benefits of banking CRM. That’s not surprising, considering how positively the software

Today, any new technology platform will have little relevance for banks if it doesn’t address an important question: how can banks improve customer experience using

Not all insurance prospects become paying customers. But if your team can’t close a deal, it shouldn’t be because they were too buried in some

Sales are truly an impeccable fuel to drive a business. Perhaps this is what makes enhancing sales productivity a crucial part of any organization’s success.

A prospect has shown interest by filling the lead form on your website. The lead sign-up form gives ample information about the prospect’s requirement. Your

Insurance companies that have deployed technology have reported gains in nearly every area of operation, from compliance to product development, from operational efficiency to customer

In a wildly popular 2015 study, McKinsey made a case for bringing on more diversity at work.  It said diversity at the workplace could bring

How different is North India and South India? In the insurance industry, every new person you reach - counts! Selling insurance in India is one

Here’s what we learned from managing over 5,000,000 leads Free Download: Best practices for Lead Response Management [ Access Now] Every good sales rep knows

In this blog, learn how you can streamline the advisor onboarding process to: Maximize earnings per advisor   Improve qualitative interventions   Reduce advisor attrition Succeeding

With Vymo’s Partner Relation Management platform, the AIA Bancassurance team, is able to closely support their National Sales Heads and Business Development Managers to optimise

Nobody - regardless of age, enjoys (or ever did enjoy) filling out lengthy forms, tedious queuing to get loans, or red-tapism; seems like digital natives

Industry data is compelling- however, it’s not clear enough to only prove the impact of sales coaching. Managers need to understand why coaching has such

Often, sales teams drive through their pipeline blindfolded - reaching out to prospects who aren't even in the running, or over-reaching out, maybe? Ending up

In this blog, we’ll be discussing- A majority of the workforce is on the brim of retirement. How do you enable managers and sales leaders

In this blog, we’re going to be talking to you about how you can Boost your Bancassurance Metrics. We’re in conversation with Rajesh Sabhlok, Bancassurance

Being nice isn’t enough to bring in new business; you have to show customers why your products are a good fit for their needs. What

In this blog you’ll learn about digital transformation in the BFSI industry, how businesses are functioning amidst the crisis, how daily digital operations, processes, transactions,

Co-hosting this webinar with us is Michael Gerber, CEO of 360F, Singapore. And we’re in conversation with James Tan, Board Director - HSBC Life (Singapore)

It’s a changing world. In the US, nearly 17 million people filed initial claims for unemployment insurance over the past three weeks, suggesting that the

The shift to remote work has more than nudged insurance companies to rapidly adapt to digital processes and invest in innovative tech for Process, Operation,

Over the past six weeks, the world was shaken to its core. The lockdown forced millions of workers to shift to digital technology in order

Last week Henry Ward from Carta wrote an internal memo to his company about their impending layoffs. Instead of allowing it to leak, Henry got

With governments globally only allowing e-commerce as an exempted business model during an extended lockdown, brick & mortar retail chains struggle to spruce up digital

Consider the following high-growth industries – payment service providers ($3T revenue by 2022 – McKinsey), food delivery platforms ($200B today - Forbes), e-commerce marketplace platforms

Over 50 global enterprises — including AXA, Allianz, VPBank, Sumitomo Life, DuPont and Generali — use Vymo’s mobile-first Personal Sales Assistant to automate data capture,

Telling information to your customers is plain selling. To upgrade to up-selling or cross-selling you have to ask them the right questions. Because then you

“If you are a Sales Manager, how would you define your role in your company per se to sales management?” It is important that this

Tracking the actions of the sales team is important even if the impression is that, “We are on the right track”.

While you should rightfully bring out the bubbly and celebrate your successes, you’re probably also wondering how you can one-up last year’s success. It’s not

  Sales as a function is quite stressful. There are highs and lows, but the sweet feeling of achievement when you close a deal is

About five years back, the sales function was at a standstill, no new advancements were happening, and the sales rep carried on their business like

  Sales is a high stress, competitive function with steep targets. Everyone wants to do better and overachieve targets. However, every sales team has a

If you have a sales team, you surely must have a CRM as well. And you belong to the 75% of the companies which have

  Partnerships are vital to growing business. You deserve more than a hacked CRM application to manage your partners and drive best possible outcomes. And

It’s that time of the year when resolutions are in abundance. 2017 was splendid.

Gartner is the world's leading research and advisory company. It aids decision makers to steer towards the best possible software for their needs. Every year

We are excited to announce that Vymo won the FinTech track at the recently concluded Demo Day organised by CB Insights during their A-ha! Conference

Introducing ‘Nearby’ by Vymo, a feature that will help your sales reps meet new prospects and customers on their daily routes.Our philosophy at Vymo

Gartner, the World’s leading research and advisory company, recognises key vendors who have had an impact on the market

Mobility is changing the world. Enough said. The new age organisations are adopting mobility as a core strategy.While there’s a lot of buzz

Talk with Sales Reps about a new mobile app that enables Sales Rep Location Tracking and you immediately have nervous Sales Reps.

Not for looking at them (even if they are pretty!). Dashboards should behave like your mentor – guiding you to take the right calls.

For almost three decades Asia Insurance Review (AIR) has strived to meet the information needs of insurance practitioners in Asia

The ET-Facebook Woman Ahead award, whose past winners include Meena Ganesh (Portea) and Anu Acharya (Map My Genome),

With a population of over 1.4 billion people, it’s innate for us to throw people at problems. From local errands to solving national crises

We are excited to announce our partnership with Infosys to offer an integrated Bancassurance solution with Finacle & Vymo.

Sales is inextricably linked to activities – calls, meetings, and more calls. Salespeople are undoubtedly the busiest folks.

Enterprise sales tools until recently were all about how efficiently they store and retrieve data and generate reports.

The CRM market is predicted to grow to USD 36 bn in 2017 according to a Gartner report. Another statistic tells us that 65%

Sales reviews happen for a reason- to chalk out the success journey of the sales goal. Think of it as planning a fun road trip

Increasingly, sales organizations are adapting to the new, digital, mobile workforce. Almost every enterprise is jumping

It is the middle of the summer and another quarter. Sales folks across the world are struggling to shift gears from a splendid

Winter has come, yet again. With the new season of GoT out, everyone is waiting to get their hands on it. So while we are

Well, it is April 1st and some of us are the receiving end of tricks; but that is not what we are talking about here. We are talking

Engaging sales folks and field teams in a consistent manner is hard. Be it on an app or in the office or in KRA conversations.

It is Cupid’s season after all. And we are also in the mood for some matchmaking. Well, the matchmaking that is sales.

The world’s most famous movie saga was recently back with a bang. And with it, bringing excitement to existing fans