Saris Raises $28.8 Million to Scale Agentic Workflow Automation for Financial Institutions

Series A led by 8VC, with participation from Audacious Ventures, Homebrew, Btech Consortium, and Service Ventures

SAN FRANCISCO--(BUSINESS WIRE)-- Saris, the agentic workflow platform for banks and credit unions, today announced it has raised $28.8 million in Series A financing.

The round was led by 8VC, with participation from Audacious Ventures, Homebrew, Btech Consortium, and Service Ventures. It will be used to scale Saris’s platform across more financial institutions, deepen integrations with partners like Fiserv, Encompass, and MeridianLink, and grow the team that trains and deploys Saris agents.

Alex Kolicich, founding partner of 8VC, said, “Financial institutions of every size are under pressure to modernize their operations, and most have been underserved by technology that wasn’t built for the complexity of today’s banking. Saris is changing that. Their platform delivers real, measurable results without disrupting the systems and teams institutions depend on.”

Technology acceleration, rising customer expectations, and the pressure to do more with existing resources are looming over financial institutions today. For most of them, the back office hasn’t kept pace. Teams across lending, compliance, and operations are still spending hours on manual document review, data validation, and repetitive tasks that don’t require human judgment. Saris steps in to handle that work so institutions can focus on their mission: taking care of customers.

Saris’s platform is the first of its kind in the financial industry. Its agentic workflows reduce tasks that once took hours to minutes: up to 70% of consumer, mortgage, and commercial lending tasks are automated, and costs are reduced by up to 35%. As a result, banks and credit unions are more than doubling output without adding headcount.

Matt Mayo, CRO at Community Bank, explained, “We needed an AI strategy with a clear ROI, something that can help us compete and grow using existing resources. Saris provided a single, end-to-end solution that streamlines workflows and integrates with our existing technology for easy adoption. The results have been incredible and appreciated by our teams. It’s clear that Saris built this solution with bankers in mind.”

Diana Hennel, CTO and SVP at Catalyst Corporate Credit Union, said, “With Saris, we reduced manually intensive processes while improving accuracy and maintaining human oversight. Their strategy to focus on high-impact business cases and close collaboration with our team helped us deliver meaningful changes to our customers.”

“Our vision is a future where humans and AI work side by side in financial services,” said Danial Jameel, co-founder and CEO of Saris. “The best institutions won’t replace people; they’ll give people the leverage to do more with less strain and better serve customers and members as a result. Our platform already delivers measurable results, and this funding lets us bring that to more institutions, faster.”

About Saris

Saris provides agentic workflow automation for banks and credit unions, automating the manual, high-volume work that slows lending, compliance, and operations. Purpose-built for financial services, Saris agents are trained on each institution’s existing workflows and systems to execute complex tasks under human supervision. They integrate with the banking platforms institutions use every day. For more information, visit saris.ai.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260528291475/en/

Media Contact
Samantha Wheeler
William Mills Agency
[email protected]

Source: Saris

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