Empresa de Inversión de Chipre. Asistente de IA de Voz y Texto para Procesamiento de Leads y Cumplimiento Normativo
Desarrollamos un asistente de IA de voz y texto multilingüe para automatizar la gestión de leads a través de teléfono, WhatsApp, Telegram, chat web y widgets integrados. El sistema integra RAG, sincronización con CRM, reserva de calendario y un motor de cumplimiento que garantiza que no se proporcione asesoramiento de inversión. La IA redujo el tiempo de gestión en un 40-50%, aumentó los leads procesados en un 25-30% y generó más de 500.000 $/año en ahorros de costes combinados e ingresos adicionales.
01 —The Impact
The results, up front.
40–50% reduction in handling time 25–30% more leads processed $200k–$250k yearly cost savings $300k–$500k in additional revenue Fully automated scheduling and lead assignment
02 — The Challenge
Where they started.
The client operated with high staffing costs and a heavy multi-channel inbound load. Compliance requirements restricted how agents answered investment-related questions, creating operational friction. We designed a conversational AI system capable of voice and text interactions, operating across all customer entry points — phone lines, WhatsApp, Telegram, widgets, and website chat. The AI used RAG-based retrieval for accurate information sharing, MCP tools for actions, and CRM integration to synchronize leads. A calendar booking module allowed fully automated meeting scheduling with advisors. A compliance engine monitored every interaction to ensure zero unapproved investment advice.
04 — Approach & Methodology
How we got there.
Lead leakage was significantly reduced by instant response handling. Call center dependency dropped because the AI correctly handled questions, collected lead details, and booked meetings automatically. Compliance controls ensured the system stayed within regulated boundaries while still providing a personalized and fast customer response.
The unified AI assistant created a consistent customer experience across all touchpoints, enabling faster conversions and reduced operational strain.
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