Jolt Funding is a London-based finance company which helps businesses secure the funding they need through business loans, asset finance, invoice financing, and trade finance.
As Jolt grew, they faced a common challenge—they spent too much time manually qualifying leads and onboarding new clients. They needed a smarter, faster way to connect businesses with the right financial solutions. That’s where we came in.
We implemented our automation platform, SalesTech which is designed to streamline lead qualification and onboarding. Our system improves efficiency and gives their team more time to focus on building relationships and closing deals.
We worked closely with the Jolt team to ensure a smooth transition, customising the system to fit their exact needs. This resulted in a powerful automation engine that saves time, enhances accuracy, and boosts conversion rates.
The decision engine platform evaluates incoming leads in seconds, analysing key financial criteria against live data from trusted sources. Jolt Funding can now instantly assess whether a prospect meets lending requirements. This cuts out manual reviews and reduces time wasted on unqualified leads.
The built-in form builder helps Jolt create branded, user-friendly application forms that integrate directly with their website. These forms feed into our decision engine, instantly scoring and qualifying leads as soon as they are submitted. This means Jolt’s team only spends time on the most promising opportunities.
This allows lenders to be found instantly. The lender-matching module automatically pairs businesses with the most suitable finance providers based on Jolt’s criteria, ensuring clients get the best funding options.
The document upload portal allows businesses to securely submit bank statements, financial reports, and other necessary files in one central location. Jolt’s clients can also return to the portal at any time to add more documents, making the process more efficient.
Jolt now has complete visibility into every stage of the deal process. The Deal Tracker provides a real-time view of where each client stands, helping the team prioritise tasks, manage workflows, and ensure no opportunity slips through the cracks.
Jolt Funding can instantly pull up-to-date business information with the live business data integration as soon as a company name is entered. This allows accurate, up-to-the-minute data to be used in decision-making, reducing risk and improving confidence in every deal.
Putting together finance applications manually is time-consuming. With automated deal packaging it automatically compiles all necessary client data into a lender-ready package, formatted to each lender’s specific requirements. This eliminates back-and-forth adjustments and speeds up approvals.
By implementing our automation platform, Jolt Funding has:
– Saved countless hours on manual lead qualification and onboarding.
– Increased deal flow without adding extra staff.
– Improved client experience, offering faster approvals and a smoother process.
– Enhanced efficiency, allowing the team to focus on high-value relationships rather than administrative tasks.
Now, Jolt Funding is scaling faster than ever, confidently automating their leads while ensuring every deal is handled with precision and care.
Our experienced team can develop a range of finance automation solutions designed to fit your business.
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