AI Workflow Agents for Banks and Credit Unions

Saris automates multi-step lending, compliance, and operational workflows. Your team stays in control while maintaining secure, compliant, and auditable processes.

The Saris Solution

Your Back Office. Powered by Agentic AI.

Saris automates 70% of tedious, complex tasks. No engineering required.

  • End-to-end automation
    Saris automates entire back office functions—from inbox to core system to compliance, and audit trails

  • White-glove service
    Minimal engineering needed. We deploy, integrate, and optimize

  • Guaranteed ROI
    Average results: 300% productivity increase, 9.8X cost reduction

Real institutions. Real results.

  • 9.8x
    Cost reduction per workflow
    Saris AI lowered processing costs from $2 to ~$0.21 per workflow for a lending operations team, delivering $535,000 in estimated annual ROI.

  • 300%
    Employee output increase
    Saris AI unlocked 2.5 hours per day per employee for a credit union’s HELOC team—removing the need for three new hires. The result: higher throughput, lower operating cost, and salary raises for the existing team.

  • $27.8M
    Combined ROI across two teams at a $1T institution
    Saris AI automated core workflows for a Top 10 U.S. bank, unlocking ~$27.8M per year in combined cost savings and output increase.

How Saris Works

Built to handle what other automation cannot

Saris integrates into your existing workflows and executes complex operational tasks under human supervision

Access Systems

We securely integrate with your core banking platform, loan origination system, document repositories, and communication tools. No new interfaces to learn.

Perform Tasks

From document intake, data validation to system updates, compliance and audit trails, Saris seamlessly handles the operational layer that requires hours of work across several teams.

Keep Humans in Control

Your team supervises and approves critical actions. Each action is logged, traceable, and reviewable.

Advisors

  • Norm Bagwell
    Chairman, Bank of Texas

  • Chase Clelland
    SVP People/AI Grow FCU

  • Matt McCombs
    CEO Vibrant Credit Union

  • David Araujo
    CEO Service Credit Union

  • Diana Hennel
    CTO Catalyst Credit Union

  • Matt Mayo
    CRO Community Bank

Compliance & Certifications

Scale your operations without adding headcount

Minimal internal engineering. Measurable results.