Give your wealth advisors the edge they need
Build More Relevant
Engagements With Your Clients
A new generation of investors has set new standards in terms of how your advisors deliver financial advice and investment products.
You need to provide the right tools to help them drive customer satisfaction and grow their business.
With Vymo, your advisors can focus on being the best advocate and fiduciary for your HNI clients.
Vymo offers
Insights to Improve
Revenue per
Customer
Help your advisors replicate top performers and build their book of business.
Customer
NPS
Drive customer delight through intelligent engagement.
Compliance
Costs
Automate compliance and reduce costs through timely interventions.
Day in the Life of a
Wealth Advisor (Features)
Connect Clients To
Best Fit Advisors
Vymo sets plans for calls per day, visits per week
and nudges wealth managers on activity levels.
Automate Engagement
Planning
Understand customer insights that
surface up sell and cross sell opportunities
at the right time.
Correlate Sales Efforts
To Outcomes
Supervisors and Managers can compare
customer potential with engagement and
outcomes to understand the levers of
improvement.
Auto-Detect Suitability
Based on risk profile, Vymo can recommend the
next best engagement or recommend manager
intervention.
Integrate with your
core systems
Connect to your current sales tech stack and
processes to automate the entire workflow on mobile.
Track and log client
communications
Supervisors and Managers can compare customer
potential with engagement and outcomes to
understand the levers of improvement.
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