Related Products
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About
CreditSnap is a cloud hosted Digital Account Opening platform for Banks, Credit Unions and Community Banks. Retail and Business Account opening - all under one umbrella.
1) Modern, Responsive and INSTANT Deposit Account Opening Experience: Credit Unions, Banks and everyone can now deliver modern deposit account opening experience with end to end automation - include eligibility, KYC, eSignatures and Instant Digital Deposits
2) Lending Cross-Sell: Unique and only solution in the market that has a powerful lending cross-sell engine that used soft inquiry data to instantly deliver loan offers after Deposit Application experience is complete
3) Omni Channel: In addition to the responsive web experience, back office application and teller experiences make accepting applications over phone and at branch a breeze
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About
Saris AI is an AI workflow agent platform purpose-built for banks and credit unions, designed to automate multi-step lending, compliance, and operational workflows while keeping teams in control through secure, compliant, and auditable processes. Its multi-turn AI agents handle intricate back-office work that is typically manual, repetitive, resource-intensive, and difficult for traditional RPA tools to manage. It helps financial institutions streamline backend operations across lending, deposit operations, services, collections, risk, and compliance, allowing skilled employees to spend less time on tedious operational tasks and more time serving members, customers, and communities. Saris integrates directly into existing cores and loan origination systems, so banks and credit unions can automate workflows without ripping and replacing their current infrastructure.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Banks, Credit Unions and Community Banks
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Audience
Banks and credit unions that need secure AI agents to automate lending, compliance, deposit operations, and back-office workflows without replacing existing systems
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCreditSnap
Founded: 2017
United States
www.CreditSnap.com
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Company InformationSaris
Founded: 2024
United States
saris.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Anthropic
Encompass
Fiserv
Gemini
Hyland Content Composer
MeridianLink Access
OnBase
OpenAI
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Integrations
Anthropic
Encompass
Fiserv
Gemini
Hyland Content Composer
MeridianLink Access
OnBase
OpenAI
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