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On-the-Go Excellence with Micro-Learning: Empowering BFSI Sales with Vymo AI Assist

Financial Institutions today have to spend many hours training the sellers and equip them to sell their new products. Selling insurance can be complicated, and in order to do it effectively, advisors often need to have a detailed understanding of the product.


Typically, an agent attends a session, or is given access to the lengthy product brochure, however these resources can be cumbersome and are not available in an easy consumable format and hence mostly prove to be less effective.

This is where micro-learning comes in. Imagine bite-sized learning modules, accessible on your mobile device, that equip you with the knowledge and skills to excel. The concise and focused format of micro-learning enhances information retention, allowing BFSI sales representatives to quickly review and recall critical product features and selling points. 


Vymo’s Training AI Assist is helping financial enterprises reorient their seller training into a sustainable format that is more impactful. Here’s how Carrier(Trainer) and sellers can benefit from this:

For Carriers (Trainers):

  1. Publish Your Learning Content Faster: Vymo allows carriers to swiftly publish product collaterals as micro-learning courses with multiple-choice quizzes, significantly reducing the time and manpower required.
  2. Reduce Costs: Financial Institutions can significantly reduce training expenses by using virtual trainers and reducing the amount of man-days required to develop and deliver training materials.
  3. Gain Insights Into Learning Paths: Managers can track course progression, assign courses based on activation month, and gain insights into performance, identifying leaders and laggards for targeted support.

For Sellers:

  1. Be Prepared, At All Times: Sellers benefit from curated micro-learning courses, complete with quizzes and gamification elements like learning badges, ensuring they are well-prepared to engage customers effectively.
  2. Learn Anytime, Anywhere: The mobile-first design of Vymo’s platform enables users to access learning materials anywhere and at any point of time, providing flexibility and convenience.
  3. Up Your Selling Game: By eliminating the need for lengthy training sessions, micro-learning frees up valuable time for sellers to focus on what they do best – building relationships and closing deals.
  4. Get Real-Time Assistance: Sellers receive real-time assistance in pitching products, with virtual trainers offering continuous guidance and mapping relevant documents to the selling journey.

Vymo’s Training AI Assist empowers BFSI sellers to achieve on-the-go excellence. With micro-learning and a virtual training companion, one can bridge knowledge gaps, boost sales readiness, and close more deals!

So, we’ve seen the impact of AI in seller training. But its potential goes far beyond!

It also plays a huge role in enhancing the sales engagement in Financial Institutions. Whether in the BFSI sector or beyond, customer experience remains the cornerstone of success. Afterall, It’s not just about providing a service; it’s about offering an exceptional, tailored experience that keeps customers coming back.

Check out this blog to know more about AI-driven sales in Banking and Insurance!

Want to learn more about Vymo’s AI Assist? Contact us now for a quick demo!

Lavanya Premchandani

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A Product Marketer at Vymo, focuses on packaging and positioning of the product in the BFSI industry. Off the clock, she enjoys impromptu road trips, anything and everything dark chocolate, and is on a mission to learn the art of baking, one tasty mishap at a time!

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