Last Updated Sep 9, 2025
Overview
Moveo.AI creates secure, autonomous AI agents specifically for financial services, automating complex workflows from debt collection to product adoption campaigns. Though focused primarily on financial institutions, its proprietary LLMs ensure compliance and personalization at a scale. This makes it ideal for banks wanting to turn customer interactions into revenue opportunities.
Overall Rating
Based on 9 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Moveo.AI Specifications
Live Chat
Omnichannel Support
CRM Integration
Canned Responses
What Is Moveo.AI?
Moveo.AI is a secure, conversational artificial intelligence (AI) platform specifically designed for financial services that creates generative artificial intelligence (GenAI) agents capable of autonomous decision-making and customer engagement. The platform leverages proprietary large language models (LLMs) hosted privately to ensure enterprise-grade security and compliance while delivering hyper-personalized customer experiences across the entire customer lifecycle.
It enables financial institutions to automate complex workflows, including lead generation, churn prevention, debt collection, and product adoption campaigns, while maintaining human-level conversation quality.
Moveo.AI Pricing
Moveo.AI offers three enterprise-level plans designed for financial institutions with varying deployment requirements. These include:
- Pro
- Growth
- Enterprise
Moveo.AI Integrations
The platform integrates with various third-party tools, including:
- HubSpot
- Microsoft Dynamics 365
- Zendesk
- Salesforce
- Intercom
- Front
Who Is Moveo.AI For?
Moveo.AI is specifically designed to serve organizations across the financial services sector, including:
- Banks and financial institutions
- Insurance providers
- Fintech companies
- Wealth management firms
- Debt collection agencies
Is Moveo.AI Right For You?
If inconsistent revenue outcomes and customer churn are impacting your financial institution's growth, Moveo.AI provides the intelligent automation your organization needs. The platform transforms traditional customer service interactions into revenue-generating opportunities through hyper-personalized AI agents that understand individual customer behaviors and preferences.
Financial institutions struggling with manual outreach campaigns, reactive customer service, and declining engagement rates will find their proactive approach particularly valuable. Moreover, the platform's ability to launch ‘segment of one’ campaigns in days, rather than weeks or months, enables rapid response to market opportunities and customer needs.
Still unsure if Moveo.AI fits your strategy? Connect with our customer support staff at (661) 384-7070 for further guidance.
Moveo.AI Features
The platform sets a new standard for humanized debt collection by automating and optimizing the debt collection process with AI-driven outreach that prompts timely payments while maintaining positive customer relationships. It creates personalized, seamless interactions that reduce friction and foster cooperative experiences, improving recovery rates while preserving customer relationships.
The software converts customer interactions into actionable insights. Through intuitive dashboards, businesses can monitor AI agent performance, track customer satisfaction score (CSAT), and uncover patterns in customer behavior such as peak engagement times and preferred channels. This data-driven visibility empowers teams to optimize workflows, improve agent effectiveness, and make strategic decisions that enhance customer experience and drive growth.
The platform allows you to create AI agents just by describing what you want them to do in plain text. Whether it’s answering order-related queries or guiding users through a booking process, Auto Builder instantly converts your description into a ready-to-use conversational flow using Moveo’s enterprise-grade LLM. Thus, it’s the fastest way to automate customer interactions with zero technical barriers.
This feature helps businesses personalize outreach, qualify leads, and automate engagement across channels while integrating seamlessly with existing customer relationship management (CRM). The AI agents use real-time data to deliver tailored campaigns, proactive customer engagement, and smart selling strategies without compromising quality. Moreover, with secure, no-code deployment and multilingual support, Moveo.AI turns marketing and sales into a growth engine powered by conversational intelligence.
