Swiftsell AI Case Study: How 365 Finance UK Boosted Customer Engagement with Conversational AI

In the competitive UK financial services market, speed and customer experience often decide whether a customer stays or leaves. SMEs looking for funding usually compare multiple providers, expecting quick responses, transparent information, and seamless onboarding.

365 Finance UK specializes in revenue-based funding solutions for UK SMEs. They provide flexible business funding linked to card sales — allowing repayments to flex with turnover, easing the pressure during slower months.

Their customers span hospitality, retail, professional services, and e-commerce. With fast approval times and a Trustpilot score of 4.8/5 across 800+ reviews, 365 Finance has earned strong brand trust.

But with rising inbound traffic, the challenge became clear: how to engage, qualify, and convert website visitors into funded clients at scale — without overwhelming the sales team.

They needed a solution to:

• Instantly qualify businesses for funding
• Capture and route leads without manual lag
• Reduce application drop-offs
• Maintain a human touch for high-value conversations
• Ensure smooth data flow into CRMs for compliance and follow-up

Solution: Swiftsell’s Conversational AI

Swiftsell deployed an AI-powered chatbot on 365 Finance’s website, supported by integrations and automation. It enabled use cases such as:

• Guide visitors through funding journeys — eligibility checks, funding applications, usage of funds, and FAQs.
• Qualify leads instantly with AI-driven questions, routing only eligible prospects to sales.
• Connect high-intent prospects to a human expert via live handover for faster deal closure.
• Sync every lead and conversation seamlessly into the CRM, eliminating manual uploads.
• Re-engage dropped-off prospects with automated WhatsApp/email nudges.
• Analyze lead sources, drop-offs, and conversion rates via real-time dashboards.

Results

As discovered during discussions with the 365 Finance’s marketing team, the biggest advantages Swiftsell brought to them was the ability to funnel and triage a large volume of inbound queries automatically. The AI assistant and front-line call reps could seamlessly filter out low-quality or duplicate leads, allowing the core sales team to focus their efforts on high-intent prospects most likely to secure funding. This optimization significantly improved efficiency and team productivity, enabling faster deal closures with the same resources. This structured funneling approach gave 365 Finance greater visibility into lead quality and conversion potential, making their entire sales pipeline more predictable and data-driven. In addition, there were other aspects as well that underwent improvement, as mentioned below.

• 350 Leads Captured in 6 Months
  From April to September 2025, Swiftsell generated 350 unique contacts through conversational flows, turning website visitors into engaged, sales-ready prospects.
• 24% Increase in Qualified Leads
  AI-led qualification filtered out ineligible prospects, increasing sales-ready leads by 24% and improving the team’s efficiency.
• Faster Sales Conversion
  Real-time handovers and instant CRM sync helped reps connect with hot leads within minutes, speeding up deal closures.
• Reduced Manual Overhead
  Automated data sync eliminated manual uploads and errors, allowing teams to focus on selling instead of admin work.
• Improved Customer Experience
  Prospects received instant answers and could switch to a human expert anytime, ensuring a smooth and responsive journey.

Customer Voice

⭐⭐⭐⭐⭐
“We brought SwiftSell into our business to replace a similar service for the chatbot on our website and outbound WhatsApp campaigns. The features and usability that SwiftSell brought far outshone what we had before. It is important to say that one of SwiftSell's biggest improvements over the competitors I've seen is its interface - it just makes sense; from the bot flows to the analytics, everything is intuitive. The AI works well and is really easy to set up. The allocation of team members and reviewing their tickets is easy. Whenever we did have challenges, tech support really went out of their way to help, with videos and instructions, they even implemented a couple of new features for us! I wouldn't hesitate to recommend SwiftSell to any company.
— Head of Marketing, 365 Finance

Conclusion

With Swiftsell, 365 Finance now runs on a future-proof lead engagement engine: combining automation, AI, analytics, and human expertise. The result: sustainable growth, happier customers, and a sales team empowered to focus on what matters most - closing deals.