Vymo (www.getvymo.com) is the Distribution Excellence Cloud for 60+ large financial services companies such as AIA, AXA, Allianz, Generali, and HDFC Bank. Vymo makes it easy for frontline personnel to report data and understand how to engage customers, it helps managers make preemptive interventions based on data and improve their team’s outcomes, and helps leaders with insights and playbooks that help them plan and resource for their business. Vymo has 100K users across the world and impacts metrics like up/cross-sell opportunities, share of wallet & productivity/revenue per sales rep. Vymo is recognized by Gartner as a Cool Vendor and is a notable mention in the Forrester Sales Technologies Report.

Vymo detects activities automatically, learns what is working for your best salespeople, and then nudges the rest of your team contextually to improve outcomes.

Primary offerings:
Lead Management - 100% digitization of the field sales teams (FE Credit)
Activity Management - Increas...
Vymo (www.getvymo.com) is the Distribution Excellence Cloud for 60+ large financial services companies such as AIA, AXA, Allianz, Generali, and HDFC Bank. Vymo makes it easy for frontline personnel to report data and understand how to engage customers, it helps managers make preemptive interventions based on data and improve their team’s outcomes, and helps leaders with insights and playbooks that help them plan and resource for their business. Vymo has 100K users across the world and impacts metrics like up/cross-sell opportunities, share of wallet & productivity/revenue per sales rep. Vymo is recognized by Gartner as a Cool Vendor and is a notable mention in the Forrester Sales Technologies Report.

Vymo detects activities automatically, learns what is working for your best salespeople, and then nudges the rest of your team contextually to improve outcomes.

Primary offerings:
Lead Management - 100% digitization of the field sales teams (FE Credit)
Activity Management - Increased number of activity per rep per day & Increased agency rep productivity with AXA Thailand
Customer Relationship Management - 64% decrease in loan disbursal time with FE Credit
Partner Relationship Management - Out of the 97% that Vymo has been deployed for, 95% are Daily Active Users - ABSLI
Merchant 360 - increased merchant engagement rate from 18% to 55% with GoJek
Vymo Coach for Sales Managers
Vymo Virtual Office Suite - Reduction in time to conversion (TAT) with HDFCSLI

Vymo is relevant for large Banks, Insurance Carriers, Agencies, and other financial services companies.

- Optimizing Agent Recruitment
- Agent-Customer Engagement
- Allocation and engagement on Marketing Generated Leads
- Maximizing Up-sell & Cross-sell opportunities
- Managing Orphan / Unassigned customers
- Employee exit management for retention & upsell
- Broker / Financial Advisor Engagement and Wallet Share Gain
- Claims verification & case management
- Enabling cross-sell in Wealth Management
- Managing sales and collections in Mortgage / Assets
- Enabling contextual prospecting and account penetration within Commercial/SME Banking

Key differentiators:
Vymo is built for the modern salesperson: a more proactive experience to drive adoption
Vymo is built for Financial Services: solves use cases across allocation, engagement & service
Vymo is built to support a deskless experience: mobile-first workflows for improved productivity
More information

Investors

Microsoft Accelerator Bangalore
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Microsoft Accelerator Bangalore Startup > Disrupt > Breakthrough
Microsoft Accelerator India
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Microsoft Accelerator India Traction Triumphs Everything!

Employees

Anurag Srivastava
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Anurag Srivastava VP, Sales - APAC
Hemanth kumar Garkula Venkata
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Hemanth kumar Garkula Venkata Market Research & Business Development Intern
SWAPNIL RASTOGI
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SWAPNIL RASTOGI Site Reliability Engineer Building SaaS Product for Marketing
Yamini Natti
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Yamini Natti Co-Founder Co-founder & CEO of Vymo, an Enterprise SAAS startup, which uses Automation and AI to improve sales outcomes for leading Global Institutions
Gunjan Saha
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Gunjan Saha

Recommendations

Jake Saper

Vymo is building the future of the distribution tech stack for financial services. In contrast to the existing providers, Vymo is heavily used and loved by end customers- their usage rate is roughly 4 times the incumbents'. They serve market leaders like AIA, AXA, and Generali and have a bright future ahead of them.