Hello, and welcome to today's presentation.
In this presentation,
we are going to cover how to profitably utilize AI to fuel
growth, increase revenue by two three at expand capacity,
identify premium clients,
and advance financial health in a scalable and humanized way in
less than twelve months.
What we are going to cover today in this presentation is
the process of leveraging AI to engage in platform modernization.
How to identify and prioritize revenue generating equality
focused actions assess the performance capacity of premium
underrepresented customers and visually display your services,
and then scaling from there.
We'll delve into some of the mechanics,
but before we get started,
I will give you a brief introduction to swipe credit transformations.
And if you are already familiar with swipe credit,
you can jump to the actual content part of this presentation.
Our clients have moved from being weighed down by limited
staff woes to achieving stellar revenue, growth engagement,
and deepened customer insights opening doors to new opportunities.
A credit union increased capacity by ten x without hiring staff.
We built out real time transaction analysis,
and they ten x their capacity in less than twelve months.
A community bank's ongoing transformation with swipe credit.
Achieving a forty percent reduction in loan processing
time, the community bank faced slow loan processing and
limited customer growth due to manual methods,
They adopted swipe credit, automating,
and speeding up loan processing.
We cut their loan processing time by forty percent boosting
customer acquisition and saving costs.
A European enterprise bank's transformation with swipe
credit increased conversion rates by twenty percent for
SMBs.
The large enterprise bank struggled with optimizing
omnichannel processes for SMBs,
affecting client engaged cross sell,
and up sell opportunities, and overall revenue growth.
They achieved a twenty percent increase in conversion rates
for cross sell and up sell opportunities.
A twenty five percent rise in adoption of diverse banking
products and a thirty percent boost in profit margins
improving client engagement and revenue generation.
I was not doing it for several months, like I have.
I would be very skeptical, but it works.
I don't know how I mean,
I don't know if there was a lot of data testing on your guys'
end, but it does work.
It just seemed clever and innovative and would
potentially solve a problem.
The whole point is this thing keeps building on itself And so
if someone doesn't become a client right away,
they're definitely gonna be more receptive or at least
recognize who I am and some of the things that I've posted.
So I think this has been a good investment.
I just wanted to at least to cover the cost of the thing.
Which I will more than do with this appointment that I have this week.
And I'm pretty excited about continuing to work with you.
The process.
Let's get into the overview of this presentation.
We will start with platform modernization.
Next, we will talk about how to identify premium clients
collected in the platform modernization phase.
We are going to enhance your system's scalability.
Saving you energy and time while improving your customer experience.
Then we are going to delve into the growth system where we will tailor services.
Improve customer engagement, business health,
increase your capacity, and strengthen customer relationships.
Who is this for?
Financial services companies, professionals,
and small business lenders who need new premium qualified
clients to grow their revenue.
Who know that their current qualification approach is
disqualifying premium applicants and who are looking
for the shortest possible path to get there,
but don't know what to do differently.
If you are balancing the demands of online client
acquisition amidst the remote work boom,
it feels like trying to sprint a marathon.
Leaving scant energy for building lasting client relationships.
The constant struggle to prioritize tasks leaves little
room for the personalized attention that your clients crave.
Amplifying the frustration of feeling spread too thin.
Discovering that your efforts to qualify prospects have been in vain.
Add salt to the wound of time constraints highlighting the
need for more efficient methods of vetting.
Each unanswered call or email serves as a stark reminder of
the limited capacity to engage with clients on a deeper level,
fueling a sense of inadequacy.
The pressure to meet quotas and deadlines eclipses the
opportunity to connect authentically with clients
deepening the ache of missed connections and unrealized potential.
Figuring out what strategy to use next to acquire new clients
online, especially with the rise in the remote work
movement, can feel like attempting to juggle chainsaws,
without enough hands lacking the capacity,
there's little time to cultivate personalized one on
one relationships that foster trust and loyalty.
Qualifying prospective customers only to find out that
you can't help them intensifies the pain of lacking the
capacity to delve deeper into their needs.
Each missed opportunity is a reminder of the ticking clock
in the ever diminishing window to make meaningful connections.
Relying on cold calling your applicants to get them to
submit their application materials,
compounds the agony of time constraints.
Financial professionals specializing in lending for
small businesses,
concerned about balancing the time invested in client
interactions with the tangible outcomes achieved.
Trends.
We now live in a remote economy,
and the way people build relationships has changed for good.
Small businesses struggle with the complexity and paper work
of bank processes and often lack personalized services that
understand their unique challenges.
There's a significant gap in using advanced technology and
banking to address small business specific challenges,
especially in cash flow management.
Banks often lack in-depth insights into the operational
realities and cash flow dynamics of small businesses
hindering their ability to offer suitable financial
products and services.
Key points, Let's get into the major points of this presentation.
Scaling your business profitably in less than twelve
months without hiring additional staff is completely doable.
But it requires laser focused messaging,
a repeatable and predictable AI driven solution engine that
scales with your organization repeatable and predictable
qualification processes enhanced by AI that scale with
and empower your staff,
and an AI augmented strategy that delivers a positive ROI
within sixty days or less.
Most financial professionals and executives are not properly
equipped with the skills needed for such profitable growth.
As the AI mechanisms used are relatively unknown and new.
Swipe credit is the only firm on the planet dedicated to
helping companies master AI mechanisms and scale profitably.
We also have the best track record at doing so. Background.
Here's a brief background on our company.
Kevin is a principal data scientist with over ten years
of experience in the financial services industry.
Doctor Charles Libley holds a PhD in computer engineering
with a thesis dissertation on an energy aware modeling and
optimization methodology for scientific applications on
multi core systems.
We have been selected by Forbes Business Magazine as
exceptional leaders in the tech industry.
Our team is comprised of former IBM, Apple,
and Sun Micro Systems engineers.
We were selected as one of ten companies out of seventeen
thousand applicants to receive investment from tech stars and
Western Union chosen as one of fourteen companies out of four
thousand applicants to join the global good fellowship
consortium backed by Google selected for investment out of
eleven thousand applicants successfully raised venture
capital from tier one investor ranked Umer one out of four
hundred and fifty technology companies by Venture Atlanta.
Built an edge computing platform for the US Special
Forces.
Swipe credit in the press.
Our company has been featured in Forbes Magazine, Tech
Crunch, CNBC News, and the AAC.
For financial services companies, professionals,
and small business lenders who wanna grow their revenue know
that their current qualification approach is
disqualifying premium applicants.
And are looking for the shortest possible path to get
there, but don't know what to do differently.
Growth process.
Let's delve into the training.
The first step is engaging in platform modernization,
which can be done without any heavy lifting from your IT department.
The solution can be easily installed in less than fifteen minutes.
Here are a few advantages that you will get,
enhances system scalability and reliability through the
integration of cutting edge technologies reduces
operational costs by optimizing resource utilization and
automating routine tasks.
Improves user experience with faster,
more responsive interfaces, and functionalities.
Step Incorporating advanced technologies increases your
insights and performance and drastically evolves your
prequalifications resulting in your growth.
Focus on optimizing cost and operational efficiency.
Aim to significantly enhance your customer's engagement and satisfaction.
Questions.
What technologies are typically involved in platform modernization?
Technology such as cloud computing, microservices
architecture, and containerization
are often key components.
How does platform modernization impact customer faction.
By improving system performance and offering new features more
quickly, it directly enhances user satisfaction.
Can platform modernization help in compliance and security?
Yes.
It can incorporate the latest security practices compliance
standards as part of the modernization process.
The next step in the growth process is identifying and
prioritizing premium revenue generating a quality focused actions.
Here are a few advantages that you will get.
Promotes inclusivity and diversity,
enhancing brand image and reputation
identifies untapped markets and customer segments leading to
increased revenue potential.
Encourages innovation and creativity by incorporating
diverse perspectives into product development and
marketing strategies.
Step.
Leverage diversity for market expansion and innovation
requires strategic planning to identify and implement.
Balance is social impact with revenue generation. Questions.
How can inclusive focused actions powered by AI
contribute to revenue generation?
By appealing to a broader customer base and creating
products that cater to a more diverse audience,
businesses can open new revenue streams.
What methods can be used to identify these actions?
Data analysis, market research, and stakeholder engagement,
are effective methods for identifying impactful actions.
Can focusing on a quality hinder business efficiency?
While it may require nominal upfront investment,
Focusing on equality often leads to a more sustainable and
profitable business model in the long term.
Now that we have established our foundations,
Let's move on to the next step.
Assessing the performance capacity of premium customers.
Advanced, enhanced understanding of customer
needs, leading to improved service offerings.
Easily identify areas for improvement in customer
engagement and support.
Strengthened customer relationships by demonstrating
a commitment to inclusivity and diversity.
Steps, focus on tailored service delivery to meet unique customer needs.
Inform strategic decisions based on customer feedback and engagement data.
Promote inclusivity and diversity in business practices.
Questions.
How does assessing performance capacity benefit
underrepresented customers?
It ensures that products and services are tailored to meet
their unique needs and preferences,
enhancing satisfaction.
What metrics are important in this assessment?
Metrics such as customer engagement rates, satisfaction
scores, and feedback on service accessibility are crucial.
How can this assessment influence business strategy?
Insights gained can guide product development,
marketing strategy, and customer support improvements.
Now it's time to scale.
Let's visually display your services, advantages,
improved customer understanding and engagement with services
through intuitive visual representations,
enhanced user interface,
making it more attractive and user friendly.
Facilitate quicker decision making by presenting
information in an easily digestible format.
Steps visually present your swipe powered company branded
landing pages to display critical questions to your LMI
customers and applicants in a structured and engaging way.
Leverage cutting edge software and analytics to guide and
protect our customers throughout the lending process.
Craft digital messaging carefully to be laser focused.
Personalized, and demonstrate your understanding of your
customer's needs.
Questions.
What technologies can be used to visually display services?
Technologies such as APIs and interactive web design can be utilized.
How does visual representation improve customer experience?
It makes information more accessible and understandable,
improving user interaction and satisfaction.
Can visual displays be integrated into existing platforms?
Yes.
With the right technological approach,
they can be seamlessly integrated to enhance existing user interfaces.
Common problems.
By doing nothing,
you risk missing out on profitable customers and only
achieving periodic small wins.
Your revenue and margins are consistently lower than those of your peers.
Leading to continued underperformance.
Without taking action,
your firm will not command the maximum respect it deserves in the industry.
Your intake forms are too lengthy and complicated,
leading to client fatigue and lower closing rates.
Additionally, Additionally,
your communication style often fails to resonate with your
clients, leading to confusion and missed opportunities.
Benefits, empower applicants to swiftly create precise and
comprehensive loan applications,
reduce errors and emissions with guided packaging,
and speed up the underwriting process for faster approvals.
Leverage tailored insights and personalized recommendations
including applicant readiness insights to significantly
enhance the probability of loan approval for each applicant.
Unlock the full potential of your lending operations with
pipeline analytics and an intuitive lender dashboard.
Streamlining the underwriting process for maximum efficiency.
Option one, do it yourself.
Option one involves attempting to create a flawless
qualification, onboarding, and sales system on your own,
but this approach has several drawbacks.
Firstly, you may spend countless days pursuing potential clients new
business with no guarantee that they will fully comprehend the
value of your services or that they are solely focused on the cost.
If your approval rate doesn't increase by at least twenty five percent,
there may be an issue with your existing processes.
Furthermore, you'll need to create a suitable engagement letter and
verify that all necessary information has been obtained.
You'll also need to hope that your prospects have been
truthful about their financial transaction
After this, you'll need to draft and send out the
engagement, ensure your clients sign it,
and promptly receive payment.
If it's a recurring payment,
you'll have to set up an automatic payment system that
transfers money to your bank account on a regular basis.
This is a challenging path that is difficult to abandon.
Option two, hiring someone in house.
Option two involves hiring someone in house for
qualification, onboarding, and sales,
which introduces its own set of challenges.
Firstly, the process of finding the right fit is both costly and
time consuming with no guarantee of long term retention.
Secondly, the financial burden increases significantly due to salaries,
benefits, taxes, and training expenses.
Additionally, the onboarding process diverts resources from core activities,
potentially lowering productivity at the start.
As the business grows, scalability issues may arise.
As one employee might not suffice,
yet downsizing during slower periods can be equally challenging.
Lastly, there's a high dependency risk.
Relying on a single individual for critical functions can
jeopardize operations and revenue if they leave or are unavailable.
This approach therefore introduces a complex set of
financial and operational risks.
Option three, working with swipe credit.
Optimize your lending process with swipe AI platform for
increased revenue.
The proven revenue accelerating loan qualification platform
exclusively designed for lenders.
From the first customer interaction to getting paid
directly to your bank account, swipe, has got you covered.
Say goodbye to time consuming paperwork and hello to finding
the right high quality customers with real time AI
driven qualification that always fits the mark.
Featured in MarketWatch, CBS News, the AJC, and many other publications.
Swipe offers a repeatable customer qualification solution
that yields scalable revenues for your firm.
With swipe, you can vet an onboard new accounts in minutes,
get them signed up and receive automatic recurring payments every month.
The easiest and most effective way to grow your business.
Who is this for?
Financial services companies, professionals,
and small business lenders who need new qualified clients to
grow their revenue.
Who know that their current qualification approach is
disqualifying premium applicants,
but don't know what to do differently.
The solution and training work like this.
You will get the AI based qualification and onboarding
platform personal coaching and feedback,
sales pipeline tracking system, training and support.
You will get to join our private community to meet other
high performing clients.
Disount codes worth up to ten k a per year,
subscription management, user authentication,
and authorization, user management, dashboard,
mobile accessibility, cross browser compatibility,
notifications and alerts, search functionality,
collaboration tools, customization,
reporting and analytics integration.
How are we different?
The platform streamlines payment processing and customer
engagement saving businesses time and resources compared to
internal development.
With robust features,
the platform empowers businesses with real time
insights into customer behavior.
Enabling data driven decision making and highly targeted
marketing efforts.
Our win win value proposition is that you will be able to
unlock the power of AI powered growth, personalized guidance,
and community support.
And we have all the details covered holding your hand every
step of the way and providing you with onboarding,
consultation and needs assessment, tailored solution
design, seamless integration,
comprehensive staff training concierge
twenty four eighty seven, support dedicated support team,
rapid issue resolution, proactive monitoring,
compliance guidance, real time reporting,
and analytics performance optimization.
Next steps, book a call with us to discuss strategy and fit,
have decision makers on the call.
If there is a fit,
we will validate the target customer via feature selection,
refine with customer success.
Generate new revenue streams, elevate your brand,
and see compound growth.
Our guarantee If it doesn't work for you, we will refund you.
That's how confident we are in our process.
We are very serious about helping our clients.
We know if we help our clients do well, we will do well.
Our main focus is getting you results.
We appreciate your time and attention,
and we look forward to speaking with you on the call.