How to choose the right Conversational AI Agent Platform and minimize risk
Moveo AI Team
17 de outubro de 2025
in
Percepções da liderança
If you're seeking a conversational AI agent solution capable of generating tangible financial results and optimizing complex operations, you've likely realized that not all ai agent software offers the same level of competence and security.
We understand the challenges, especially in high-risk and regulated sectors like BFSI (Banking, Financial Services, and Insurance). The promise of automation must be accompanied by security, compliance, and guaranteed results.
In this guide, we detail the essential criteria that differentiate an effective solution from generic chatbots. We highlight Moveo.AI as an option that meets these requirements with goal-oriented AI agents, prepared for the most difficult conversations.
Want to know how to avoid risks and maximize your ROI? Keep reading!
Before analyzing features, any technology partner, especially in the BFSI segment, must meet rigorous standards for security, flexibility, and integration capabilities.
Security and Compliance (ready for the corporate environment)
For the financial sector, data security and adherence to regulations are non-negotiable. You need control over where and how data is processed.
Generic solutions that use open or non-private Large Language Models (LLMs) expose customer data and can violate market regulations. The cost of a compliance failure outweighs any initial savings.
Therefore, it's crucial to choose a partner that uses privately hosted LLMs, like Moveo.AI, ensuring your data is protected. We employ multi-layer validation and hallucination control to maintain compliance and data veracity in all interactions.
Flexibility and Technological Integration (ending the data island)
The solution must seamlessly integrate with your existing infrastructure (CRM, ERPs) and allow you to choose the most secure hosting environment for your business.
A conversational AI agent that doesn't integrate in real-time or requires high development costs (coding) turns AI into a data island, hindering personalization and ROI.
To avoid this, look for a partner that offers flexible deployment options, including on-premise or in private clouds (AWS, Azure, GCP). For example, Moveo.AI is a no-code ai agent platform that accelerates deployment and features an open API, enabling deep, real-time integration with your core systems.
Global and Omnichannel Scalability
The AI agent software must support the growth of your customer volume and ensure a consistent experience, regardless of the channel or language.
Solutions limited by processing capacity or support for only a few languages create operational bottlenecks and prevent expansion into new markets.
Thus, when making a choice, seek an AI agent platform that processes millions of conversations per month and offers support for dozens of languages at a native level. This way, you provide a unified omnichannel experience, meeting your customers where they are (WhatsApp, web, email, etc.) without communication roadblocks or misinterpretations.
AI must have a purpose... avoid risks with generic solutions
In a market where Vertical AI is becoming the standard (with the global market value projected to exceed $11.9 billion by 2025), choosing a specialized partner is critical. As mentioned before, companies are not just looking for automation, but for purposeful intelligence that impacts the bottom line.
In critical conversations (like collections), a lack of specialization results in hallucinations, compliance failures, and in extreme cases, revenue loss and customer distrust. A results-oriented approach is what prevents this.
The specialization of the Moveo.AI solution
The Moveo.AI agent platform is designed to deliver measurable value by addressing the three main pain points in high-risk and regulated sectors: cost, revenue, and customer experience.
Business Challenge | Detailed Moveo.AI Solution | Moveo.AI Impact |
Low ROI and High Costs | Agents are goal-oriented, reducing call center dependence and eliminating inefficiency. Automation of routine interactions reaches up to 90%. | 75% cost reduction in call centers and up to 4x ROI within 12 months. |
Collections Ineffectiveness | Utilize humanized AI for collections. The AI negotiates, applies discounts, and suggests compliant payment plans, adapting tone and strategy in real-time. | 80% increase in delinquency recovery compared to traditional chatbots. |
Generic Customer Experience | Real-time integration with your CRM/ERP (via Open API) to create hyper-personalized conversations. Moveo AI Agents initiate proactive contacts, anticipating needs and promoting offers. | +50% qualified leads per month and improved Customer Satisfaction Rate (CSAT). |
Source: Moveo.AI
Understand Moveo.AI solutions in detail
Moveo's conversational AI agent solutions are built with proven playbooks to resolve the most complex demands, especially in Banking and Financial Services.
Debt Recovery
The pain point here is dual: maximizing recovery while preserving the customer relationship and legal compliance
Moveo.AI approach: our agents use humanized collections, combining digital scale with empathy. They manage thousands of accounts simultaneously, personalize contact via SMS, WhatsApp, email, and voice (coming soon), and operate strictly within the law.
Solution in practice: the AI negotiates payment promises, adjusts the tone, and uses behavioral insights (such as signs of customer financial difficulty) to segment and prioritize accounts more empathetically and effectively.
The Mobi2Buy, in partnership with Moveo.ai, used AI agents to automate collections for the 4th largest Telecom operator in Latin America. The result: the agents were 2x more efficient in debt collection than common chatbots, reaching over 200,000 conversations/month with a high resolution rate. Learn more.
Activation, Engagement, and Churn Reduction
Converting users into active customers and combating churn is a daily challenge for many organizations, directly affecting recurring revenue and loyalty.
Moveo.AI Approach: we use generative AI agent software to transform traditional campaigns into personalized sales conversations. They analyze customer habits and preferences to highlight the benefits that truly matter.
Solution in Practice: the agent proactively engages with the customer after product adoption (such as a card or policy), personalizing the dialogue to boost uptake rates. To mitigate churn, the AI promotes deep engagement, offering personalized promotions and services.
Allianz, one of the largest insurers in Greece, sought 24/7 omnichannel support and ticket reduction. By selecting Moveo.ai for its robust vision and innovative approach, they achieved a +4/5 CSAT Score across all stakeholder groups and a 76% reduction in support tickets, allowing human agents to focus on complex cases. Learn more.
Excellence in Customer Service and AHT Reduction
The Customer Service pain point is the high volume of repetitive queries that overload the human team and increase the Average Handle Time (AHT).
Moveo.AI Approach: our CX solution operates at the intersection of Generative and Conversational AI Agent technology, offering 24/7 support with instant responses and complete solutions.
Solution in Practice: the AI resolves up to 70% of customer requests (market data) more quickly, freeing the human team for more complex cases. This not only reduces operational costs but also increases satisfaction.
Edenred sought a 24/7 omnichannel experience and a drastic reduction in call volume to its call center. The Moveo.ai solution resulted in a 75% saving in customer service, a 2x reduction in AHT (Average Handle Time), and support for over 4,500 stakeholders per month. Learn more.
From information to action: Validating the AI Platform that guarantees your ROI
You sought to understand how Artificial Intelligence can generate tangible results in your business. Throughout this guide, we've detailed that choosing the ideal partner depends on evaluating criteria that go beyond basic features:
Security and Compliance: does the solution offer a private LLM and hallucination control to mitigate the risk of regulatory failures?
Integration and Flexibility: does the AI agent platform eliminate the "data island" with an open API and support on-premise implementations?
Vertical Focus: is the conversational AI agent goal-oriented and built with proven playbooks for high-risk conversations?
The decision to adopt AI is, above all, a strategic choice of partnership and risk mitigation. This is why Moveo.AI focuses on delivering conversational AI agent solutions with the seriousness, security rigor, and vertical expertise that the BFSI sector demands.
If your priority is proven ROI and corporate security, the next step is validation. Are you ready to see how the Moveo.AI meets each of these criteria in real-time? Talk to one of our AI experts.