How Sales Enablement Can Turbocharge Productivity in Commercial Banks
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
A Day in the Life of a Wealth Manager
We believe that understanding the day-to-day lives, motivations, and struggles of our #feetonthestreet are key to
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
AI-Powered Insights – A Guide for Insurance Sales Managers
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.
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?
AI-Powered Insights: Understanding Multi-Channel Sales Teams in Insurance
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….
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
From 1 to 10: Ideal Sales Hires for Organisational Growth
Pallav Das, Vymo’s Sales Director- India MEA, reveals the key ingredients for building a successful Sales team
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…
Enhancing Customer Engagement in Banking: 5 Strategies That Make a Difference
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.
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.
How Insurers Can Tackle Climate Change Challenges
July 2023 was Earth’s hottest month on record. Last month, scientists announced that the average global
5 Ways to Implement an Effective Lead Management Process
Sales is one of the cornerstones of a business, and an effective lead management process is
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…
3 Banking Sales Process Mistakes That Will Ruin Your Bottom Line (and How to Fix Them)
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…
Money Talks: Financial Literacy to Sales Success
“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…”
Deep Vertical Focus | The Next Frontier in Sales Engagement
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…
Using Alternate Data to Elevate Your Sales Game
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…
CRM For Insurance Agents: A Complete Guide
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…
How can Sales Laggards become Leaders?
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…
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…
DigitALL: How Can Digitalization Empower The Next Gen Women Leaders?
The theme of this year’s International Women’s Day is #EmbraceEquity. But what’s the difference between equality
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
Sales Engagement and Valentines Day: What’s Common?
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.
TOP Banking Trends of 2023 with Rahul Sharma
As we enter 2023, the Global Economy is set for a slight slowdown mimicking a borderline
Sustainable Livelihood Initiatives: Everything You Need To Know
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.
Banking on SLIs: What’s Next?
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%?
An Interview With Jenn Villalobos
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.
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….
8 Things to Consider When Buying Enterprise Software for Your Sales Team
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 on the next frontier of Software
Gordon Ritter, Founder and General Partner, Emergence Capital, outlined software trends and how organizations can derive value from next frontier software like Vymo.
Secure Your Unsecured Loan Business
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?
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….
Venkat Malladi on building Vymo – one of the fastest growing SaaS companies
Venkat Malladi, Co-founder and CTO, Vymo, is passionate about leveraging the full power of mobile technology
Thinking Ahead – 60% Increase in Lead Conversions with ML-based Lead Allocation
Imagine that you’re in the market for an insurance policy. You start with a basic search
Good Relationships Build Stronger Bonds
Traditionally, insurance companies had agents and brokers designated as the primary interaction channel with their customers.
Vymo Goals: Realtime Sales Tracking to Help Your Team Ace the Game
Sales people are always busy. They usually have a packed calendar and need to make the
Bancassurance – Relationships Matter!
Bancassurance is no passing trend. In fact, if we let the numbers do the talking, it
Getting Meta – Interview With Anil Kuril, CTO at Union Bank
We caught up with Anil Kuril, CTO, Union Bank to discuss the newly launched, “Uni-Verse”– a virtual lounge for customers. For more –
Selling in the new banking normal
Converting prospects into loyal clients is always a great feeling. But, it’s easier said than done.
Surfing the Sales Engagement Wave
We are proud to share that Vymo has been named a Strong Performer in The Forrester
How to Streamline Your Collections Process
Selling loans is the top priority for every bank. But, the work doesn’t stop there. Non-Performing
How Can Banks Supercharge Their Lending Systems?
In this changing world, the demand for digital and virtual banking services is massive. The global
A Guide To Effective Sales Lead Management
A prospect has shown interest by filling the lead form on your website. The lead sign-up
An Interview With Ben Toh
Banks and insurers have been rethinking their Bancassurance strategies. According to McKinsey research, personalization, customer experience,
Bancassurance in the Digital Era.
-Reimagining sales engagement in APAC as digital-savvy customers choose the convenience and flexibility of online financial
An Interview with Tricia Wong
We caught up with Tricia Wong, Director - ITC-Asia, after a successful InsureTech Connect Asia 2022
Vymo’s In-App Map -Minimum Steps. Maximum Sales Productivity.
Sales reps in the field need smarter plans, faster routes, and easier activity tracking. Vymo’s in-app
