Case Study: India’s Largest Private Banking Group improves net business outcomes with Vymo

Improving Net Business Outcomes with AI

India’s largest Private Banking Group needed a better way to drive net business per customer for its Relationship Managers and Senior Relationship Managers. Vymo helped address the challenge of delivering personalized wealth banking at scale, improving product cross-sell, and capturing sales metadata to support smooth customer transitions in a relationship-driven business.

Vymo implemented an AI-driven recommendation framework that analyzed terabytes of data to suggest the right daily actions, such as calls and meetings, based on client history, activity patterns, engagement history, and location. The solution delivered strong measurable impact: 32% of suggestions were accepted, 82% of calls originated from suggestions, 22% of activities completed came from suggestions, and daily user adoption exceeded 90%.