Turn your relationship managers into trusted advisors
Transform Your SMB
Banking Experience With Vymo
In a rapidly evolving market, banks need to reinvent the role of the traditional Relationship Manager.
You have to make the switch from transactional relationships to building trust with your customers.
Empower your relationship managers to do just that with Vymo.
Vymo offers
Insights to Improve
Account
Coverage
Identify ideal customer types and increase RM coverage.
Wallet
Share
Increase up/cross sell conversions through intelligent engagement.
Sales
Compliance
Track all customer interactions and build contextual playbooks.
Day in the Life of a
Relationship Manager
Enable Omnichannel
Engagement
Address opportunities from different acquisition
channels through a unified interface effectively.
Integrated and
personalized offerings
Understand customer insights that
surface up sell and cross sell opportunities
at the right time.
Free up time from
reporting data
Capture activities automatically after every
interaction so relationship managers can focus
on high-value tasks.
Alerts and coaching
interventions
Provide timely coaching to course correct early
and help your relationship managers succeed.
Correlate sales
efforts to outcomes
Supervisors and Managers can compare customer
potential with engagement and outcomes to
understand the levers of improvement.
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