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.

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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.

Testimonials

Not just a great product - fantastic customer support too.

Chris Hayward
Head of Marketing, 365 Business Finance UK

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

Ankit G
Marketing Manager, MargBooks

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

Mohammad Zubair
Managing Director, MSZ Consultancy UAE