May 27, 2024


Think Differently

Impartial research firm recognizes Vymo amid Notable Fiscal Companies CRMs

SAN FRANCISCO, June 1, 2023 /CNW/ — Vymo has been regarded between notable vendors by Forrester, one of the most influential study and advisory companies in the globe, in ‘The Financial Expert services CRM Landscape, Q2 2023’ report.

The money companies business is more and more considering deploying CRM options that are personalized to their unique requires. An field-targeted answer can influence best-line metrics these kinds of as improvement in gross sales productivity & quantity of promotions closed for each rep. But a a single-dimension-matches-all tactic of horizontal CRM programs falls brief in customizing the consumer experience demanded for frontline agents and supervisors. As a result, many organization CRM deployments are unsuccessful to yield the anticipated results thanks to difficulties with bad consumer adoption and transform administration.

“At the coronary heart of any terrific buyer working experience are staff members who engage with customers and prospective clients and in the long run acquire their company,” suggests Yamini Bhat, CEO of Vymo. “We are very pleased to be acknowledged by Forrester as among the the noteworthy financial services CRM options companies. Our system sees extremely superior adoption rates, which are similar even to apps these as Instagram and Slack. We carry on to commit in knowing how market place problems are evolving so our shoppers are often completely ready to assist their customer engagements.”

Vymo’s gross sales engagement platform is intended to lessen repetitive operate and aid brokers emphasis on the proper pursuits at the right time, enabling them to much better interact with consumers.

Frontline agents use Vymo’s intuitive mobile application to quickly seize and document client engagements, providing their managers serious-time visibility of on-floor activities. Its proprietary AI-created nudges and ideas assistance salespeople aim on successful profits actions. With around 3 million future most effective action delivered every single thirty day period, it has correctly driven behavioral change base-up at scale.

Vymo has been deployed for top banking companies & insurers all-around the world to modernize their gross sales processes. Not like traditional CRM units that have an average person adoption amount of less than 30%, Vymo experiences that around 75% of its consumers execute activities on the system on a day-to-day foundation.

About Vymo

Vymo ( is the Profits Engagement Platform of option for 350,000 salespeople across 65+ World-wide Financial Institutions these types of as AIA, Berkshire Hathaway, Generali, AXA, Sunlife, and HDFC Financial institution. The system drives efficiency base-up by nudges and interventions throughout the shopper lifecycle.

Gartner recognizes Vymo as a Consultant Vendor in the Product sales Engagement Industry Tutorial.

Vymo has raised around $45M in funding from Sequoia Money, Emergence Money, and Bertelsmann India Investments and is also a winner of CB Insights’ Demo Working day and Microsoft’s ‘AI for All’ awards.

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Know much more about Vymo –
Watch how Vymo can help convert a lot more sales opportunities –
Pay attention to Gordon Ritter (Founder & Typical Companion, Emergence Cash) converse about the deskless workforce –


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For further details: Gunjan Saha, Media Relations, – Vymo, [email protected], +91-7044084618