Symmetry Financial Group Selects Vidado to Boost Sales Operations

Oakland, California – April 2, 2019 – Vidado, a provider of intelligent automation (IA) solutions to the insurance, financial services, and pharmaceutical industries, is pleased to announce Symmetry Financial Group (Symmetry) has selected Vidado to play a key role in a multi-departmental modernization project focused on maximizing operational efficiency.

Based in Swannanoa, North Carolina, Symmetry provides clients with customized life insurance solutions through partnerships with the nation’s top carriers. With a nationwide agent footprint, and in excess of 200,000 inbound leads generated via direct mail last year, Symmetry needed the ability to scale sales operations, and a fast, flexible way to effectively distribute leads to the company’s sales force. Symmetry selected Vidado to automate and improve the company’s existing sales workflow.

“Being able to rapidly respond to leads through any channel is what is so valuable to us,” said Doug Zeh, COO at Symmetry. “If we can somehow get access to that data faster, we can reach out to that potential customer sooner. We get to be the first one at the kitchen table with that family. Vidado offers the technology to accurately extract the necessary data and prepare it for intake into our CRM. They’re right on par with what we’re looking for – data extraction, transformation, and focus.”

Implemented successfully in more than 100 live customer environments, Vidado’s solutions provide insurance companies, financial services firms, and pharmaceutical companies access to artificial intelligence (AI) which achieves productivity and accuracy levels higher than human employees. The company’s cloud-native, product platform identifies, digitizes, validates, and enriches data better than traditional optical character recognition (OCR) technologies or humans, and delivers automation-ready, digital data rapidly to downstream systems for improved workflows and better overall productivity. Utilizing a robust, open API layer, Vidado’s solutions can be easily integrated into existing IT environments and provide an almost immediate return on investment (ROI).

“With paper, manual data entry went from being the only way to access data to the bottleneck in the workflow,” said Nowell Outlaw, CEO of Vidado. “With Vidado’s AI you can completely circumvent this bottleneck and actually get more accurate data than you would with human data entrants. We’re looking forward to helping Symmetry continue to improve upon the great outreach and service the company has built a reputation on so far.”

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About Vidado

We build great AI because we believe our intelligent automation helps enterprise customers achieve extraordinary success. Vidado’s platform identifies, digitizes, validates and enriches data better than traditional OCR technologies or humans, unlocking new ways to operationalize how an organization processes traditional paper-driven workflows. The result is that customers achieve extraordinary success: improved straight-through processing, larger datasets for analytics, reduced operational costs, and improvements in robotic process automation. For more information, please visit http://vidado.ai/.