Banking CRM to generate more Sales

Vymo Banking CRM delivers robust field force solutions that streamline banking field operations while providing greater transparency and enabling real time operations to generate more sales

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Ring in higher sales productivity with Vymo

Banking sales force constitutes thousands of field executives trying to deliver impeccable customer experience. To ensure that every sales force unit delivers utmost customer satisfaction with prompt operations, we have come up with customized solutions which cater to banking specific sales force operations.

Banking CRM Software by Vymo Improves Sales Reps Productivity

Go live fast

Most Vymo clients have gone live in under 4 weeks. With faster implementation for large field force, you are ready to conquer sales quicker.


Vymo is a highly scalable solution powered by the Azure cloud platforms. So, whatever your business scales to, Vymo will scale to that & beyond.


We are OWASP compliant, so you don’t have to worry about security. That’s how top enterprises rely on Vymo for their field force transformation.


We crafted Vymo with such love that sales reps loved using the app – Thus, achieving an adoption rate of more than 75%.


With support for multiple languages, time zones, countries, every requirement is feasible with Vymo.

How our CRM Software Benefits the Banking Sector?

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Customer Acquisition

Deliver on the “open a bank account at your doorstep in 4 hours” promise in every single customer interaction. Vymo helps the sales force to tap into each customer acquisition opportunity by removing access and TAT related constraints.

  • Substantially accelerate customer acquisition cycle across Current accounts, Saving accounts & Retail Asset products.
  • Aggregate and prioritize customer opportunities basis proximity, urgency, business potential.
  • Assign leads to field agents basis their skillset, real-time location, backlog & availability.


Optimize collections with an intelligent system triggered actions for pre-due date and post due date scenarios. It also helps in maintaining consistent follow-ups with the customers for the upcoming collections

  • Segregate pre-due-date and post due-date collection activity for better collection results.
  • Proactively communicate with customers before due-date to negate any possibility of miscommunication.
  • Allocate collection activities to closest agent for faster collections and automatically track calls & visits to the customer.

Lead Management

Whether you are sourcing leads centrally or through your field teams, leads are expensive. A lot of time is spent in designing ways to allocate these leads, in following up with reps to understand if the right amount of effort was made to pursue every lead.

Vymo helps you

  • Aggregate all leads and prioritize them based on potential and urgency.
  • Intelligently allocate leads to optimize for a maximum chance of conversion.
  • Automatically capture actions on any lead (e.g. calls, meet ings) without the need to report it.
  • Alert reps and managers when a lead is at risk.

Customer Onboarding

Customer application filling, document collection, account creation and onboarding can become a seamless flow within the same app via some smart real-time integrations

  • Rule-based validations within forms to ensure low data capture errors
  • Biometrics capture and integration with KYC APIs
  • Credit Bureau verification via real-time APIs while still on-field
  • Deep integrations with select core banking systems to trigger account opening
  • Real-time SMS / email notifications to customers to keep them posted
  • ‘Click and upload’ option for documents; available instantly for the scrutiny teams

Servicing (e.g. Collections, KYC / Address Verification, Document Collection)

Three things matter : proof of attempt, proof of persistence and rep productivity. Here is how Vymo helps –

  • Real-time allocation of a task to the ‘available’ rep ‘closest’ to customer location
  • Automatic detection of call attempts to customer
  • Automatic detection of visits to a customer’s location
  • Velocity tracking i.e. from fresh > called > met > closed to identify choke points

Relationship Management and Cross-Selling (Private Banking, Wealth Management, SMB, Worksites)

Vymo ensures the right frequency of engagement with important customers / accounts, and, that right cross-sell pitches are made in a timely manner. Here is how it works

  • Opportunity scoring forms to map account / customer potential
  • Custom modules to enable needs analysis
  • Setting ‘rules of engagement’, i.e., when should a rep be alerted to schedule a meeting
  • CRM integrations to pull ‘top 3’ cross-sell opportunities by customer
  • Installed base analytics to show ‘propensity to buy’
  • Tracking cross-sell opportunities through life-cycle as ‘leads’

Reducing Turnaround times (TAT) For HDFC Bank

HDFC Bank’s noticed that the customer acquisition cost (CAC) was increasing steadily in remote markets, owing to the lack of compliant customer profiles. HDFC recognized that reducing turnaround times (TAT) was integral to solving this problem, which meant increasing the productivity of the field sales team.

Increase in daily active users
Increase in customer sourcing
Reduction in time to conversion ( TAT)

“In 8 weeks we have got complete visibility into every individual’s productivity and capability”
– Manohara Raj, Exec – VP – HDFC SLI

Recognized CRM Software in Banking sector for driving sales productivity

Gartner Cool Vendor

“Vymo should be of interest to application leaders that need to make a step change in sales productivity.”

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Microsoft ‘AI for All Award

“Vymo is fundamentally changing how financial services work.”
– Satya Nadella

CB Insights Demo day Winner

“Vymo was our judges favourite in the Fintech category.”