Financial institutions are under pressure to do something with AI. What finance leaders actually struggle with is knowing where to start: to build or buy, how to evaluate a solution, whether the front office or the back office is the right place to begin, and how to bring compliance and risk along without stalling. There is also the strategic question: what do financial institutions look like in five years when back-office AI is running at scale, and how do banks and credit unions get there without falling behind the largest players?
We'll cover the pressures driving AI adoption right now, how to evaluate vendors without needing a technical background, why the lending back office is a natural place to start, and what agentic AI actually looks like in production at financial institutions today. You'll also hear from a peer institution who's been through the evaluation, including what worked, what didn't, and the outcomes they've seen. You'll hear from Saris Co-founder and CEO Danial Jameel on where AI is taking banking over the next five years, and what leaders should be doing now to stay ahead of the curve. The session closes with a live demo of Saris doing the kind of lending back-office work that fills an employee's day, and how it takes it off their plate.
What attendees will learn:
- The operational pressures driving AI adoption at banks and credit unions right now
- What agentic AI in the lending workflow actually looks like in production
- A framework for evaluating AI vendors without a technical background
- A candid look from a peer at what worked, what didn't, and the outcomes they've seen
- A live walkthrough of how Saris works end-to-end inside a real lending workflow
- Where agentic AI in banking is headed over the next five years