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Omnichannel Banking with Physical Service Robots

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The Challenge

Banorte, one of Mexico’s largest banks, needed to modernize its customer experience in physical branches while reducing operational inefficiencies. Clients were facing:

Long Waiting Times: Traditional queues in branches created frustration and service bottlenecks.

High Call Center Loads: Many customer requests that could be automated were consuming valuable human agent time.

Inconsistent Omnichannel Experience: While digital channels existed (phone, web, app), the experience in physical branches was still disconnected.

Human Error in Manual Service: Branch staff often managed complex requests manually, leading to mistakes and repeated client interactions.

Banorte’s goal was clear: deliver a seamless omnichannel experience across digital and physical touchpoints while increasing customer satisfaction.

The Solution:

Roomie’s Physical AI / Service Robots

Roomie deployed Physical Service Robots in Banorte’s bank branches as part of a multichannel agentic AI architecture.

In-Branch AI Assistance:

Robots welcomed and attended clients in 100% natural language, guiding them through common transactions and service requests.

Omnichannel Integration:

Unified service across phone, website, banking app, and branch robots, ensuring clients had a consistent experience.

AI-Orchestrated Requests:

The system intelligently routed requests across channels and back-end systems, minimizing human involvement.

Error Reduction:

Robots and AI agents validated client requests against Banorte’s systems, reducing mistakes in service delivery.

The ROI & Impact

With the deployment of service robots, Banorte achieved significant ROI outcomes:

40% Reduction in Branch Waiting Times:Robots accelerated service by handling routine tasks instantly.

30% Reduction in Call Center Volume:Omnichannel automation reduced dependency on human call agents.

Fewer Human Errors:Automated validation lowered service rework, ensuring faster resolutions.

+22% Net Promoter Score (NPS):Improved client experience boosted loyalty and brand perception.

+25% Increase in Customer Satisfaction:Clients valued faster, natural language interactions across channels.

Operational Efficiency:Human staff could focus on higher-value financial advisory instead of routine tasks.

The Takeaway

With Roomie’s Physical AI / Service Robots, Banorte created a truly omnichannel banking experience, integrating physical branches into its AI-first ecosystem. The result was shorter waiting times, fewer errors, lower call center costs, and happier clients — delivering measurable ROI across both operational efficiency and customer satisfaction.

This project proves how ROI-First Enterprise AI transforms banking from transactional to truly experiential.