Independent Research Firm Recognizes Wymo as Notable Financial Services CRM

PRNewswire

Bangalore (Karnataka) [India]June 2: waymo Recognized among notable vendors by foresterOne of the world’s most influential research and advisory firms in ‘The Financial Services CRM Landscape, Q2 2023’ report.

The financial services industry is increasingly looking to implement CRM solutions that are tailored to their specific needs. An industry-focused solution can impact top-line metrics such as improved sales productivity and the number of deals closed per rep. But the one-size-fits-all approach of horizontal CRM systems falls short in customizing the user experience needed for frontline agents and managers. As a result, many enterprise CRM deployments fail to deliver expected results due to poor user adoption and challenges with change management.

“At the heart of any great customer experience are the employees who connect with customers and prospects and ultimately win business,” says Yamini Bhat, CEO of Waymo. “We are honored to be recognized by Forrester as one of the remarkable financial services CRM solution providers. We are proud to be recognized as a platform. Our platform sees exceptionally high adoption rates, comparable even to apps like Instagram and Slack. We continue to invest in understanding how market conditions will evolve. So our customers are always ready to support their customer engagement.

Waymo’s sales engagement platform is designed to reduce repetitive work and help agents focus on the right activities at the right time, helping them better engage with customers.

Frontline agents use Waymo’s intuitive mobile application to automatically capture and record customer engagements, giving their managers real-time visibility of on-ground activities. Its proprietary AI-generated nudges and suggestions help salespeople focus on profitable sales activities. With over 3 million ‘Next Best Actions’ taken every month, it has successfully driven behavior change at scale.

Waymo has been deployed to top banks and insurance companies around the world to modernize their sales processes. Unlike traditional CRM systems, which have an average user adoption rate of less than 30%, Waymo reports that more than 75% of its users perform activities on the platform on a daily basis.

Waymo (www.vymo.com) is the sales engagement platform of choice for 350,000 salespeople across 65+ global financial institutions such as AIA, Berkshire Hathaway, Generali, AXA, SunLife and HDFC Bank. The platform drives productivity from the bottom up through nudges and interventions across the customer lifecycle.

Gartner recognizes Waymo as a representative seller in the Sales Engagement Market Guide.

Waymo has raised over $45 million in funding from Sequoia Capital, Emergence Capital and Bertelsmann India Investments and is also the winner of CB Insights’ Demo Day and Microsoft’s ‘AI for All’ awards.

relevant link

Know more about Waymo – https://www.vymo.com

See how Vymo can help you convert more leads – https://youtu.be/W8KODHivO_U

Hear Gordon Ritter (Founder & General Partner, Emergence Capital) talk about the deskless workforce – https://youtu.be/9CvjfYOj6SI

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