Swiftsell for BFSI

Introduce a cutting-edge financial services customer experience, leveraging conversational AI to offer personalized assistance around the clock, extending well beyond traditional banking hours.

Smarter automations to grow faster

AI-powered engagement that helps financial brands qualify leads, collect documents, and close more deals—right from WhatsApp.

Shared inboxes for faster decisions

Whether it’s your loans, insurance, or wealth advisory team—Swiftsell routes every lead and query to the right team automatically via shared WhatsApp inboxes.

Built-in reporting for your sales ops

Track form fills, dropped leads, doc collection rate, and lead-to-loan or lead-to-policy conversion—all from one dashboard.

Instant quote delivery & document collection

AI agents generate insurance/lending quotes, share brochures, and collect KYC docs or bank statements—all without human intervention.

Drive conversions with auto-follow-ups

Never lose a lead again. Send WhatsApp nudges for pending applications, missing KYC, or reminders to sign the agreement—fully automated.

AI-powered automation for the end-to-end financial journey

Smarter lead conversion for financial products

Qualify leads for insurance, loans, or investment products using AI-based workflows.

Route hot leads directly to your sales team while keeping others nurtured through smart follow-ups.

Always-on support without extra headcount

Swiftsell’s AI agent works 24/7, answering FAQs, sending reminders, and capturing new leads.

Whether it's a holiday or midnight, customer support never stops, leading to higher customer satisfaction.

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Real-time insights, less manual work

Get dashboards on lead origin, conversion rates, and engagement metrics—all in one place.

Tweak your customer engagement and maximize ROI.

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Automate customer interactions across channels

Swiftsell AI responds to queries across WhatsApp, Website Chat, and more—reducing wait times and improving customer experience.

Handle everything from loan inquiries to EMI reminders automatically.

Case Studies

Case Study

Testimonials

Not just a great product - fantastic customer support too.

An ideal solution for SMEs to automate lead engagement and drive growth.

Great team that understands the needs of the clients and provides apt solution for revenue growth.

Swiftsell for BFSI