AI for fintech companies
Payments, support, and onboarding finally share the same user memory.
Moveo connects your payments, support, and onboarding teams into one intelligence layer. Disputes get resolved before chargebacks. Retention campaigns know why a user went silent. Compliance stays consistent across every market you operate in.
Trusted by enterprises in regulated industries
75%
Reduction in customer service costs
4,500+
Conversations handled per month
90%+
Resolution rate
2 weeks
Per use case deployment
Results from the field
Proven with one of the world's largest digital payment platforms.
Edenred chose Moveo.AI based on its strong NLP capabilities, infinite scalability, and out-of-the-box integrations. By deploying Sophie, our AI agent, we now support all stakeholders: merchants, companies, and employees, achieving a resolution rate of over 90% and reducing average handling time by more than 50%.
Edenred deployed Moveo's AI agent Sophie to serve three distinct stakeholder groups: merchants, companies, and employees. With a one-way Salesforce CRM integration, Sophie creates merchant leads, customer cases, and handles card activations across all user segments. Implementation took max 2 weeks per use case.
What Moveo delivers
Every signal is captured in real time, every action governed by your policies, and the next best move decided automatically.
When a user gets stuck in KYC, support sees it immediately. When payments flags a suspicious transaction, support already has the recent disputes in context.
Always-on memory
Cross-team
Real-time
TrueThread
13,107 signals captured today
Policy enforced, every step logged
Actions check against your frameworks, fire, and log with a trace ID. Regulator-ready everywhere.
TruePath
Every channel, same memory
User switches from chat to a call; the agent continues seamlessly with full context.
Compounding intelligence
Every conversation sharpens the next. Patterns connect and the system grows smarter with each interaction.
Channels and integrations
Wherever the user reaches out.
One memory behind it all.
Voice
AI-assisted calls for account verification, dispute resolution, and onboarding support with smart handoff
Web Chat
Website and user portal with full transaction and interaction history
In-App Chat
Transaction disputes, account questions, and self-service management with full user context
Email & SMS
Payment reminders, KYC follow-ups, dispute updates, and proactive retention outreach
WhatsApp & Messaging
For markets where messaging drives user engagement, including onboarding, disputes, and payment support
Connects to your existing stack
No migrations. Moveo adds the shared memory layer on top of the tools you already run. Via API and native connectors
Edenred integrated Moveo with Salesforce CRM in under 2 weeks. Most fintechs are live in weeks, not quarters.
See it across millions of user transactions.
Book a 30-minute session. We'll walk through the fintech scenarios that map to your operation, from dispute handling to KYC follow-up, not a generic demo.
FAQs
What is AI customer service for fintech companies?
AI customer service for fintech uses AI agents to handle user inquiries across in-app chat, WhatsApp, email, and web, including transaction disputes, KYC questions, card management, and payment support. Purpose-built fintech AI connects support to payments and onboarding so every team acts on the same user context, reducing repeat contacts and improving resolution rates.
How does Moveo reduce chargebacks for fintech companies?
Most chargebacks stem from unresolved payment disputes that escalate to the user's bank. Moveo connects support and payments so disputes are identified and routed to resolution before they reach the bank. TrueThread links every support ticket to the user's transaction history so the payments team always has full context before acting.
How does Moveo handle KYC and onboarding support?
Moveo's AI agent guides users through the KYC verification process step by step, explains document rejection reasons in real time, and follows up proactively until verification completes. TrueThread remembers where each user stopped so re-engagement picks up exactly where they left off, reducing 30-day drop-off rates.
Does Moveo integrate with Stripe, Salesforce, and other fintech platforms?
Yes. Moveo connects to your existing payment, CRM, and support platforms via API and native connectors. Edenred integrated Moveo with Salesforce CRM in under 2 weeks. Moveo adds the shared memory layer that links payment data to service interactions and onboarding events.
How does Moveo handle fintech regulatory compliance across multiple markets?
TruePath encodes your regulatory requirements and enforces them at every user interaction. This includes financial regulatory frameworks in each market and GDPR/LGPD for data protection. Every automated decision is logged with a full audit trail. Private LLM and on-premise deployment available.
How long does it take to deploy Moveo for a fintech company?
2 weeks per use case. Based on the Edenred deployment model, Moveo goes live incrementally: start with dispute resolution or KYC support, then expand to multi-product support, retention, and cross-team coordination. Each deployment builds on the previous one as TrueThread accumulates context.