How Swyft Financial Booked 24 Qualified Meetings in 30 Days with AI Outbound
“In just 30 days, Swyft Financial booked 24 high-quality meetings with banks and credit unions, some with multi-hundred institution reach, using relevance-driven outbound, not spray-and-pray cold email.”
Client Overview
Company: Swyft Financial
Industry: Embedded Insurance
Team Size: Early-stage, lean team
ICP: Product, Innovation, and Executive Decision-Makers at Credit Unions and Regional Banks
Why They Chose Danish Lead Co.: The founder had a strong understanding of outbound principles but didn’t want to risk execution failure. After exploring multiple agencies, Swyft partnered with Danish Lead Co. for proven expertise and high-quality communication.
Challenges Before AI Outbound
Swyft needed a reliable outbound system but wanted to avoid wasted time on trial-and-error campaigns.
They required a partner who could execute properly from day one and reach a high-trust audience of financial decision-makers.
They faced:
- A niche market of banks and credit unions requiring tailored outreach
- Concerns over deliverability and message credibility
- Limited internal bandwidth for outbound execution
- A need for measurable, fast results without risking reputation
Our AI-Powered Outbound System
Targeting
We developed a signal-based targeting strategy to reach banking decision-makers using custom filters such as:
- Credit unions with growing asset bases
- Institutions hiring for innovation or product roles
- Organizations attending major finance conferences
- Competitor tech adoption insights via BuiltWith
Personalized Messaging
Our copy avoided generic intros and instead referenced:
- Buyer context (e.g., innovation in embedded insurance)
- Tech adoption, hiring trends, and partnership signals
- ROI-driven framing with clear value propositions
- A founder-led tone aligned with Swyft’s early-stage identity
Automation & Delivery System
We deployed a fully managed AI outbound engine including:
- Domain setup, warm-up, and inbox rotation
- Signal-based list building and data validation using Clay
- Multi-channel outreach via Smartlead and LinkedIn
- Real-time collaboration with Swyft’s founder in Slack
Results
✅ 24 qualified meetings booked in the first 30 days
✅ Included top targets such as Stratman Systems (serving 260 banks) and Cutek (serving 680 credit unions)
✅ 7–8 qualified leads generated in several weeks
✅ One recipient requested an intro to Danish Lead Co. after being impressed by the outreach
✅ Follow-on intro to a large Utah-based credit union
✅ Clear attribution — multiple prospects asked how Swyft found them
✅ Described by the client as “extraordinary”
Key takeaway: Swyft achieved consistent pipeline growth within the first month of launching its AI-powered outbound system.
Client Feedback
“Even though I understood cold email, I didn’t want to take the risk that I would fail. I interviewed multiple providers, but Danish Lead Co. had the right mix of expertise and communication. The results have exceeded expectations — and they’ve just kept getting better.”
— Greg, Founder of Swyft Financial
Tools & Stack Used
Clay – Data enrichment and signal-based targeting
Smartlead – AI-powered sequencing and deliverability management
Apollo – Contact data and enrichment
FI Navigator – Bank and credit union segmentation data
BuiltWith – Competitor technology insights for targeting relevance
Key Learnings
- Relevance beats volume: Focused targeting produced stronger engagement.
- Signal-based targeting increased reply rates by identifying buying intent.
- AI personalization scaled outreach without losing authenticity.
Next Steps
- Expand targeting to regional banks beyond the Northeast
- Introduce event-based and job-change triggers
- Route high-value leads to sales reps for 1:1 follow-up
Want Results Like This?
We build AI-powered outbound systems that generate qualified meetings — not just opens or clicks.
📞 Book a Free Strategy Call →
📖 Explore More AI Outbound Case Studies →
🧠 Learn About Our AI Outbound Systems →
