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CRM vs. Sales Engagement Platforms: Finding Your Sales Team’s Perfect Match
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
How Digital Transformation can build a #FutureFearless Workforce.
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
Top 5 Strategies to Improve Insurance Sales
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?
Why a cloud-first strategy will drive the Bank of the Future
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.
Seller Engagement: Key To The Sales Padlock
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
A Step-by-Step Guide to Digitizing Your Lending Business
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…
Banking Beyond the Desk: How Automation is Transforming the Role of RMs
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.
Tech at the Bancassurance Steering Wheel
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…
5 ways to improve customer engagement in Banking
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…..
An interview with Gabriel Kung
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.
How Sales Teams Can Thrive in the Digital Era
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….
How to leverage AI to improve Sales Engagement?
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?
Top 3 Coaching Pillars to Boost Your Sales Engagement!
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…
Taking Risks and Shattering the Glass Ceiling
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…
Intelligent CRMs For The Future Financial Enterprise
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…
Go Phygital with your credit management
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…
Supercharge Sales with ML-based Nudges
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…
The Future of BFSI Sales: Sales Engagement Platform vs. CRM
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
Top Insurance Trends in 2023 – with Sumanas Kar
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….
5 ways to increase credit card sales
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….