Vymo 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.

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

- Optimizing Agent Recruitment
- Agent...
Vymo 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.

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/SMB 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

Employees

Steve Hushek
Admin
Steve Hushek Sales Head of U.S. Partnerships