Saris, an agentic workflow platform built for banks and credit unions, has closed a $28.8m Series A funding round.
The raise was led by 8VC, with Audacious Ventures, Homebrew, Btech Consortium, and Service Ventures also participating. Proceeds will go towards expanding the platform across a wider range of financial institutions, strengthening integrations with Fiserv, Encompass, and MeridianLink, and growing the team responsible for training and deploying Saris agents.
Financial institutions continue to face mounting pressure to modernise operations while managing rising customer expectations and constrained resources. Back-office functions in areas such as lending, compliance, and operations have largely failed to keep up, with staff still dedicating significant time to manual document review, data entry, and repetitive tasks that do not require human decision-making.
Saris positions its platform as the first of its kind within the financial industry. Its agentic workflows are designed to compress tasks that previously took hours down to minutes, with the company claiming automation of up to 70% of consumer, mortgage, and commercial lending tasks and cost reductions of as much as 35%. Banks and credit unions using the platform have reportedly more than doubled output without increasing headcount.
8VC founding partner Alex Kolicich said, “Financial institutions of every size are under pressure to modernise 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.”
Community Bank CRO Matt Mayo said, “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.”
Saris co-founder and CEO Danial Jameel said, “Our vision is a future where humans and AI work side by side in financial services. 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.”
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