Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Saris AI is the one and only Agentic AI solution custom-built for financial institutions. We build and launch AI agents to automate back-office workflows. Our agents are designed to handle time-consuming tasks that are critical to scale while allowing your team to stay focused on high-impact, strategic decision-making and delivering to your members.

Our customers are experiencing:

• ~10% efficiency ratio improvement
• Ability to scale without adding headcount
• ~90% task automation
• ~4x employee productivity increase

How they describe their product/innovation: Agentic AI for back office workflows. Core Focus Areas:

• Lending – Loan boarding, deposit servicing, document collection, and data entry
• Risk & Compliance – KYC, fraud verification, case routing, and dispute handling
• Collections & Recovery – Outreach, negotiation, settlement, and queue management
• Operations – Payments, account maintenance, AR/AP, and support workflows

Key Outcomes:

• 70%+ task automation across targeted workflows
• 35% reduction in operational costs
• 3x improvement in employee output
• Zero change management

Product distribution strategy: Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Chris Killeen (Enterprise Account Executive), [email protected], 925-878-5230