Saris
by Saris
AI workflow agents that automate lending, compliance, and back-office work for banks and credit unions
Saris builds AI workflow agents that automate multi-step lending, compliance, and operational tasks for banks and credit unions while keeping human teams in supervisory control. It is aimed at financial institutions — from regional players to Top 10 U.S. banks — that want to compress hours-long back-office processes into minutes without adding engineering headcount.
At a Glance
- Category
- Automation & Workflows
- Pricing
- Contact for pricing
- Target Market
- Banks, Credit Unions, CIOs, Heads of Lending & Compliance
Key Features
- ✓Agentic lending automation
Automates up to 70% of consumer, mortgage, and commercial lending tasks end-to-end, from document intake to compliance.
- ✓Human-in-the-loop supervision
Operates as an 'operational co-pilot' with human oversight and full audit logging rather than fully replacing staff.
- ✓Core banking integrations
Connects with Fiserv, MeridianLink, Encompass, and Hyland/OnBase, plus OpenAI, Anthropic, and Google Gemini models.
- ✓White-glove deployment
Saris deploys, integrates, and optimizes the agents with minimal engineering required from the institution.
- ✓Regulatory-grade compliance
SOC 2, GDPR, GLBA, and CUSO aligned with full audit trails for regulator-ready operations.
Capabilities
Use Cases
- •Consumer and mortgage lending automation
Automates multi-step lending workflows, cutting per-workflow cost and turnaround time.
- •Compliance review and audit
Runs compliance checks with human supervision and complete audit logging.
- •Back-office operations
Handles document intake through operational tasks to more than double output without added headcount.
Ideal For
Best For
- ✓Automating lending, compliance, and back-office workflows for banks
- ✓Compressing hours-long financial operations into minutes
- ✓Deploying supervised AI agents without in-house engineering
Market Analysis
Pros
- ✓Deep, banking-specific integrations and regulatory alignment
- ✓White-glove model removes the need for in-house engineering
- ✓Strong quantified ROI claims from a major-bank deployment
Cons
- ✗Narrow focus on banks and credit unions limits broader applicability
- ✗Vendor-reported outcome metrics not yet independently verified
Pricing
Enterprise
Contact for pricing
- ✓White-glove deployment and integration
- ✓Core banking system connectors
- ✓Human-supervised agent workflows with audit logging
Pricing is not publicly disclosed; Saris sells to financial institutions via a white-glove model where it handles deployment, integration, and optimization.
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