Moveo.AI: AI Agent Platform for Financial Services Automation

Moveo.AI

3.5 | 248 | 0
Type:
Website
Last Updated:
2025/09/19
Description:
Moveo.AI provides an AI agent platform automating, personalizing, and scaling customer conversations for financial services, improving debt collection and customer experience.
Share:
financial AI
AI customer service
debt collection automation
AI agent
proactive engagement

Overview of Moveo.AI

Moveo.AI: AI Agent Platform for Financial Services

What is Moveo.AI?

Moveo.AI is an AI agent platform engineered for financial outcomes. It automates, optimizes, and personalizes financial conversations at scale. Trusted by over 100 enterprises worldwide, Moveo.AI helps drive growth at every customer touchpoint by proactively engaging customers and resolving issues with human-level accuracy.

How does Moveo.AI work?

Moveo.AI agents are designed to achieve specific business goals, such as product adoption and debt collection. Here’s how it works:

  • Goal-Driven Design: The platform is built around defining clear objectives and tracking whether they're achieved. The AI agent stays in control, handles objections, and drives interactions towards a clear resolution.
  • Proactive Data-Driven Outreach: Engage customers proactively based on signals tied to specific goals, such as promise-to-pay status or inactivity.
  • Personalized with Live Data: Extracts data from CRM and other sources to tailor each interaction to the customer's current financial state, ensuring relevance and precision.
  • Adaptive Empathy: Tracks customer sentiment in real-time and adjusts the tone, wording, and conversation flow accordingly, powered by deep LLM integration.
  • Deeper LLM Integration into Workflows: Moveo’s AI Agents actively engage, ask the right questions, and validate inputs with human-level accuracy.
  • Human-in-the-Loop: Seamlessly handoff conversations to human agents when needed, maintaining quality and accuracy with smart transitions and tagging.
  • Automated Re-engagement Follow-Ups: Re-engages customers at the right moment, whether it's a missed payment or product drop-off, helping to build a payment culture and reduce churn.

Why is Moveo.AI important?

In the financial sector, Moveo.AI helps:

  • Reduce call center costs: By automating routine inquiries and tasks.
  • Improve debt collection: By engaging customers proactively and empathetically.
  • Generate more qualified leads: By identifying and nurturing potential customers.
  • Increase automation rates: By handling a large volume of conversations.

Key Features and Benefits

  • No-Code Interface: User-friendly environment that allows businesses to easily set up and manage AI agents without requiring extensive technical expertise.
  • Collections: Streamlines and automates the debt collection process.
  • Analytics: Provides insights into customer interactions and agent performance.
  • Live Chat Integration: Seamlessly integrates with live chat platforms like Zendesk, Intercom, and Front.
  • Flexible Deployment Options: Offers deployment options, including on-premise, to meet specific security and compliance requirements.
  • Enterprise-ready security & compliance

Customer Success Stories

  • Kaizen Gaming: Handled top call drivers in seconds with Moveo.AI, improving customer support efficiency.
  • Alpha Bank: Enhanced the new digital service experience with continuous performance improvements from Moveo.AI.
  • Allianz European Reliance: Offered 24/7 omnichannel support and reduced agent workload with Moveo.AI.
  • Mobi2buy: Created an AI agent for a major Telco in LATAM, doubling the effectiveness of traditional chatbots in debt collection.
  • Edenred: Automated over 4500 conversations per month and cut average handling time in half with Moveo.AI.
  • Elpedison: Improved customer experience by automating services and increasing accessibility across multiple channels.

How to get started with Moveo.AI?

  1. Book a Demo: Explore Moveo's Agent as a Service platform.
  2. Take the AI Readiness Assessment Test: Determine if your organization is ready for AI Agents.
  3. Download the eBook: Access insights into transforming financial customer service with AI.

Moveo.AI anticipates customer needs and initiates conversations at the right moment, driving business outcomes from increasing product adoption and reducing churn to improving debt collection. With real-time data integration and empathetic communication, Moveo.AI serves as a strategic partner in financial success. Test Moveo.AI with your most complex financial scenarios and see their capabilities firsthand.

Best Alternative Tools to "Moveo.AI"

GiniMachine
No Image Available
36 0

GiniMachine is a no-code AI decision-making platform that empowers businesses with predictive models in minutes. It reduces risks, improves credit portfolios, reveals data insights, and predicts churn without needing ML engineers.

predictive modeling
credit risk
Retell AI
No Image Available
68 0

Retell AI is an AI voice agent platform that allows you to build, test, deploy, and monitor AI voice agents for various use cases, integrating with your existing telephony systems.

AI voice agent
AI call center
Symph AI
No Image Available
115 0

Symph AI provides AI-powered solutions for business automation, customer service, data insights, and e-commerce. Explore in-house AI apps to boost productivity and streamline workflows.

AI automation
customer support AI
Blaze
No Image Available
103 0

Blaze is a powerful no-code platform for building secure apps 10x faster. Automate workflows, integrate with APIs, and add AI capabilities. HIPAA and SOC 2 compliant.

no-code
app development
Dispute AI™
No Image Available
124 0

Boost your credit score with Dispute AI™, an AI-powered platform offering personalized DIY credit repair strategies. Achieve your financial goals effectively and affordably.

AI credit repair
DIY credit repair
GPTBots.ai
No Image Available
220 0

GPTBots.ai delivers enterprise AI agents with 50% faster resolution and 70% cost reduction. End-to-end AI solutions for customer service, enterprise search, and data insights.

enterprise-automation
Jiff Genius AI
No Image Available
270 0

Jiff Genius AI is an AI-powered financial analysis platform offering advanced trading tools, real-time market analysis, and automated trading capabilities for investors of all levels.

financial AI
automated trading
Regal
No Image Available
168 0

Regal is the premier Voice AI Agent Platform that revolutionizes business support, sales, and operations through intelligent AI calls, achieving 97% containment rates and 4x faster lead speeds for enhanced customer experiences.

Voice AI Agents
BizPlanner AI
No Image Available
256 0

BizPlanner AI is the best AI business plan generator, creating tailored plans in 15 minutes. Includes business model, marketing, audience analysis, and financials.

business plan generator
Content Guru
No Image Available
399 0

Content Guru provides AI-powered cloud CX solutions, including brain AI for AI orchestration and storm CX for omni-channel engagement. Trusted by global organizations for mission-critical communications.

cloud contact center
Beam AI
No Image Available
336 0

Automate processes with Beam AI, a leading platform for agentic automation. Build & deploy AI agents in minutes, seamlessly integrate into your workflows & reduce operational costs.

agentic automation
Novo AI
No Image Available
301 0

Novo AI streamlines insurance operations using AI to automate claim processing, detect fraud, generate insights, and improve customer satisfaction. Transforming insurance, one claim at a time.

insurance AI
claims automation
Rize AI
No Image Available
299 0

Rize AI offers AI-powered investment research solutions, providing fast, accurate answers to complex financial questions and actionable insights.

AI investment
financial analysis
Clerkie
No Image Available
312 0

Clerkie is an AI-powered platform simplifying debt and money management. Optimize loan portfolios, automate payments, and ensure real-time compliance. Empower borrowers with flexible payment solutions.

debt management
loan optimization