Moveo.AI: AI Agent Platform for Financial Services Automation

Moveo.AI

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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.
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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.

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