Industry · Banking & Fintech
Loans booked. Cards activated. KYC cleaner than your ops team.
Retail banking, wealth, credit cards and personal loans — Swiftex handles the top-of-funnel heavy lifting with RBI-aligned scripts, OTP/video-KYC handoffs and collections that don't sound like a robocall.
01 · Acquisition
From ad click to documents uploaded.
Cross-sell to existing customers, acquire new ones, pre-screen for eligibility — all before a human underwriter even touches the file.
- Eligibility pre-screen
- DigiLocker + V-KYC handoff
- Cross-sell scoring on base
● Loan funnel
Applied
8,942
Pre-screen
72%
Docs in
58%
Disbursed
31%
02 · Servicing
Card activation, EMI conversion, top-ups.
Proactive nudges across life-stage events. Card not activated at D+7? Swiftex calls, helps, and completes activation in one session.
- Life-cycle journeys
- Multilingual voice (EN/HI + 8 Indic)
- PCI-DSS & RBI voice compliance
● Activation · Day 7 cohort
COHORT
Platinum Cards · 4,120
REACHED
97% · AI voice
ACTIVATED
+38pp vs baseline
SPEND D+30
+$745 avg
—
Outcomes
What customers see inside 90 days.
CAC
-41%
on personal loans
Activation rate
+38pp
credit cards, D+7
First-touch
36s
on digital applications
Compliance
100%
RBI voice & recording
Every lead. Every channel. No leakage.
Bring a week of your funnel data. We'll show you where it's leaking and what Swiftex would have caught.