Vymo for Salesforce

We are the world's most trusted sales engagement platform for financial institutions. Our mobile-first platform solves over 18 deep industry-relevant use cases for frontline personnel, sales managers, and business heads through intelligent nudges and industry playbooks.

What makes Vymo unique is our deep focus on solving real challenges for banks, insurance, and financial services. 

And what's more, salespeople don't just use Vymo, they love us! Our daily active usage is upwards of 75%. We're able to impact their lives tangibly. 

Follow us to hear from industry experts and leaders about how they are using Vymo to #DoMore

Peak XV Partners

Emergence

Bertelsmann India Investments

Emergence Capital

Vymo

“Insurance is always sold and never bought” – heard this before?

Over the years, customers have found insurance notoriously complex and impossible to understand. 

But, Max Life Insurance Company Limited one of India’s largest private insurers, were determined to change the game. 

They enlisted Vymo’s help to professionalize their agents and strengthen their e-commerce offerings. 

Listen to the rest of the story from V Viswanand (former Deputy Managing Director) and Rakesh Pandey (Director & Head of Agency) at Max Life Insurance!👇👇👇

Varun Ravichandran (Vice President - Product Marketing & GTM, Vymo) reviews the past year and highlights banking trends for the new year: 

📱 Digital-first strategies become paramount, as younger demographics increasingly favor seamless online banking experiences.

🛡️ Cybersecurity takes center stage, with banks intensifying efforts to protect sensitive data and combat evolving threats.

☁️ Cloud migration gains traction, enabling financial institutions to achieve scalability, agility, and cost-efficiency.

🤝 Collaborative ecosystems emerge, fostering partnerships between traditional banks, fintechs, and other industry players.

Read more of Varun's insights below 👇👇👇

Happy New Year! 🎇
Here's a recap of the best of Insurance and Banking from 2023!

Seasons Greetings and Happy Holidays from Team Vymo. Download the Vymo Recipe book for some mouthwatering recipes that you can try in the holiday. Link in the comments!

Want to understand and create a better insurance tech stack?

The first step is to understand its evolution!

Venkat Malladi (CTO & Co-Founder, Vymo), breaks it down 👇

Our Rise of AI report covers how AI can revolutionize every insurer's Sales & Distribution cycle!

You can also read about some real life examples of benchmarks of companies killing the game, and listen to perspectives from advisors and experts in the space. 

Check out the link below! ⏬⏬⏬

We’ve curated the best stories from our insurance and banking newsletters this month. In this issue, we cover: 

👉 How AI is changing Wealth Management

👉 The New Era of Chatbots in banking

👉 Some fun Christmas insurance trivia

And more!

Check it out below 👇

🎙️ In Part 2 of the second episode of The Vymo Way podcast, Roshan Cariappa (Vice President - Marketing, Vymo) and Varun Ravichandran (Vice President - Product Marketing & Go-To-Market) discuss:

🌐 The challenges they experienced in their GTM and Marketing functions (and how they solved them).

💰 How they make a smaller budget work.

👣 Their journey with Vymo so far and what they're looking forward to in the future.

And more 🚀 

Catch it below!

🎙 Episode 2 of our Vymo Way podcast is out! 🎙

In Part 1 of the episode,  Roshan Cariappa (Vice President - Marketing, Vymo) and Varun Ravichandran (Vice President - Product Marketing & GTM) talk about Vymo’s approach to marketing and Go-To-Market (GTM) strategies. 

Here's what they cover: 

🌐 How we structure our GTM team (and why we adopt a 'Decks to Demo' approach).

🚀 The need to effectively position your brand and messaging and deeply understand the needs and characteristics of different market categories. 

🤝 Why a collaboration between GTM and marketing teams is essential for cohesive brand positioning and a seamless customer experience.

And more!

Watch it here 👇👇👇 and stay tuned for Part 2 soon!

🎳Embracing a mobile-first approach can revolutionize the dynamics for a sales team always on the go!

Here's a glimpse into Lead Management in a mobile-first era:

⏳Instant capture of leads with real-time entry of pertinent details – ensuring no opportunity is missed.

👍Streamlined communication with peers, managers, and customers to keep everyone aligned and informed.

 ⏩Utilization of actionable insights for making informed decisions and fostering ongoing enhancement.

Dive into our latest blog for deeper insights – link in the comments below! 

#MobileFirstStrategy #LeadManagement

Simpleem is an AI R&D company focusing on virtual human interactions within the technology sector. It specializes in the development of Artificial Emotional Intelligence (AEI) to humanize interactions and leverage behavior for success.

Simpleem

Vymo is a sales engagement platform for global enterprises, providing more than just a CRM to help salespeople delight their customers.

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