Saris AI builds multi-turn AI negotiation and workflow agents designed specifically for banks, credit unions, and financial services firms. Its agentic systems target back-office operations - spanning Lending, Deposit Operations, Services, and Collections - automating the complex, high-volume workflows that are typically manual and labour-intensive. The company frames the problem it addresses as a $100 billion-per-year inefficiency in financial back-office operations.
The platform integrates with a firm's existing tools without requiring new software installations or staff retraining. Once deployed, the agents operate in the background, handling end-to-end workflow tasks autonomously while maintaining regulatory compliance. The technical stack draws on multi-turn AI agents, generative AI, machine learning, computer vision, and robotic process automation - positioning Saris AI as a replacement or complement to legacy RPA implementations.
Saris AI reports that its systems can automate up to 70% of tasks within targeted workflows, with claimed outcomes including 37% cost reductions, a 2.4x increase in output and ROI, and the recovery of millions of dollars per year for individual customers.
The engineering work at Saris AI sits at the intersection of agentic AI systems, financial services process automation, and AI-driven negotiation - areas that require both deep machine learning expertise and an understanding of regulated industry workflows.