Saris

Saris helps credit unions automate complex back-office workflows to reduce operational costs, scale team capacity, and improve the member experience. Saris deploys purpose-built agentic AI agents to handle multi-step operational tasks, eliminating the administrative friction that slows credit union growth.

The platform goes beyond rigid legacy automation to coordinate end-to-end workflows across disconnected core and loan-origination systems, integrating with platforms such as Fiserv, Encompass, and MeridianLink. By handling document review, manual data validation, and the stare-and-compare reconciliation that traditionally drains staff time, Saris removes the operational bottlenecks that have historically limited back-office throughput.

Credit unions deploying Saris agents achieve up to a 70% reduction in manual task volume, a 35% drop in operational costs, and a 3x increase in processing capacity, all while maintaining human-in-the-loop oversight for NCUA-aligned regulatory compliance.

ADDITIONAL RESOURCES

• Agentic Workflows for Credit Unions

Products Offered