Empresa de Investimento do Chipre. Assistente de IA de Voz e Texto para Processamento de Leads e Conformidade.
Desenvolvemos um assistente de IA de voz e texto multilíngue para automatizar o tratamento de leads em telefone, WhatsApp, Telegram, chat web e widgets incorporados. O sistema integra RAG, sincronização de CRM, agendamento de calendário e um motor de conformidade que garante que nenhum conselho de investimento seja fornecido. A IA reduziu o tempo de tratamento em 40-50%, aumentou os leads processados em 25-30% e gerou mais de US$ 500 mil/ano em economia de custos combinada e receita adicional.
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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