Wealth Banking: Building the Wealth Coaches of Tomorrow.
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,
Four tips to boost remote insurance sales productivity!
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
Four reasons why your bank has poor lead conversion
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
Turnaround Your Lead Allocation Process With Vymo.
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
Listening to Her
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 Agent is Passé, Long Live the Advisor
The difference between a great sales agent and a good one - the ability to step into the role of an advisor. But do they
A salesperson’s love letter to Vymo
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
Benefits of sales engagement platforms for Financial Advisors
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
Commercial Banking Top Trends for 2021 – Sales and the Digital Conversation
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
Sales Enablement Best Practices for Financial Services
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,