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ROI-First Enterprise AI for
Financial Services.

Empowering banks, insurers, and financial institutions to reduce costs, improve compliance, and accelerate innovation through the world’s first ROI-First Enterprise AI platform.

See Your ROI Potential

Showcase relevant metrics and customer examples (e.g. A regional bank reduced collections costs by 45% in 3 months).

Reinforce Roomie’s 11+ years of innovation
and partnerships with global leaders

Context & Pain Points in
Financial Services

Heavy reliance on manual processes that inflate operational costs.
Complex and regulatory -heavy environments (compliance, audits, reporting).
Legacy systems that are expensive to maintain and difficult to modernize.
Rising expectations for digital-first customer service.
Shrinkage, fraud, and risk management challenges demanding real-time action

How Roomie’s Modules Deliver Value in Financial Services --

Order-to-Cash / Collections Agent

Complex and regulatory -heavy environments (compliance, audits, reporting).

ROI Example:
Reduce delinquency-related losses by 30–50%, cut external agency costs.

Agentic Recruiting & Hiring Agent

Automates recurring hiring for frontline staff, call centers, and branch roles.

ROI Example:
40–60% faster hiring cycles, reducing time-to-productivity in growth markets.

Legal & Compliance Agent

Automates regulatory audits (e.g., SOC 2, ISO 27000, HIPAA, financial compliance frameworks).

ROI Example:
50–70% lower audit prep costs,, accelerate certifications for faster market access.

Legacy Systems Takeover Agent

Maintains and extends COBOL, Mainframe, AS400, and core banking systems in natural language.

ROI Example:
50–80% lower maintenance costs, faster rollout of new financial products.

Enterprise Application Automation

Allows non-specialists to operate complex banking platforms (SAP, Oracle Financials, Dynamics) via natural language.

ROI Example:
30–50% savings on licensing costs, reduce reliance on high-cost operators.

Agentic Customer & IT Support Agent

Provides omnichannel (voice, WhatsApp, SMS, web) customer support for account inquiries, fraud alerts, and IT infrastructure support.

ROI Example:
50–70% reduction in call center spend, 2–4x higher first-call resolution.

Real-Time Insights Agent

Computer vision applied to ATMs, branches, and logistics (fraud prevention, anomaly detection, damaged asset verification).

ROI Example:
Shrinkage and fraud reduction of 20–40% across cash handling and asset flows.

Physical Agents / Service Robots

Humanoid and service robots for branch operations, last-mile financial service delivery, or customer-facing roles.

ROI Example:
Projected 30–60% labor cost reductions in repetitive in-branch and logistics operations.

Talk to a Financial Services AI Expert

How Roomie’s Modules Deliver Value in Financial Services

Order-to-Cash / Collections Agent

Complex and regulatory -heavy environments (compliance, audits, reporting).

ROI Example:
Reduce delinquency-related losses by 30–50%, cut external agency costs.

Agentic Recruiting & Hiring Agent

Automates recurring hiring for frontline staff, call centers, and branch roles.

ROI Example:
40–60% faster hiring cycles, reducing time-to-productivity in growth markets.

Legal & Compliance Agent

Automates regulatory audits (e.g., SOC 2, ISO 27000, HIPAA, financial compliance frameworks).

ROI Example:
50–70% lower audit prep costs,, accelerate certifications for faster market access.

Legacy Systems Takeover Agent

Maintains and extends COBOL, Mainframe, AS400, and core banking systems in natural language.

ROI Example:
50–80% lower maintenance costs, faster rollout of new financial products.

Enterprise Application Automation

Allows non-specialists to operate complex banking platforms (SAP, Oracle Financials, Dynamics) via natural language.

ROI Example:
30–50% savings on licensing costs, reduce reliance on high-cost operators.

Agentic Customer & IT Support Agent

Provides omnichannel (voice, WhatsApp, SMS, web) customer support for account inquiries, fraud alerts, and IT infrastructure support.

ROI Example:
50–70% reduction in call center spend, 2–4x higher first-call resolution.

Real-Time Insights Agent

Computer vision applied to ATMs, branches, and logistics (fraud prevention, anomaly detection, damaged asset verification).

ROI Example:
Shrinkage and fraud reduction of 20–40% across cash handling and asset flows.

Physical Agents / Service Robots

Humanoid and service robots for branch operations, last-mile financial service delivery, or customer-facing roles.

ROI Example:
Projected 30–60% labor cost reductions in repetitive in-branch and logistics operations.

Talk to a Financial Services AI Expert

ROI-First Impact for
Financial Institutions

Reduce operational costs by 40–60% through automation.

Improve compliance readiness while lowering reliance on external firms.

Modernize legacy systems without disruptive, costly replacements.

Deliver superior customer experiences with omnichannel, always-on support.

Future-proof operations with AI-driven physical and digital agents.

See How Financial Institutions
Are Transforming with ROI-First AI

Enterprise Application Automation

Physical Agents / Service Robots

Real Time Insights

Software Factory enabled by Agentic AI

Customer Support Agent