New strategic partnership brings AI-powered workflow automation to help credit unions streamline operations, automate complex back-office processes, and improve organizational efficiency
Tuesday, July 21, 2026
Marlborough, MA – The Cooperative Credit Union Association (CCUA) announces a new strategic partnership with Saris Inc, an AI-powered workflow automation platform built specifically for financial institutions. As a CCUA Strategic Partner, Saris AI will provide the Association's nearly 200-member credit unions across Delaware, Massachusetts, New Hampshire, and Rhode Island with innovative automation technology designed to streamline operational workflows, reduce manual processes, and improve efficiency across the organization.
Saris AI automates complex, multi-step workflows across lending, compliance and back-office operations while keeping employees in control of every critical decision. The platform integrates with existing systems to automate workflows, improve efficiency, and maintain secure, compliant, and auditable processes.
"Credit unions are continually looking for innovative ways to improve operational efficiency while maintaining the high level of service their members expect," said Melissa Pomeroy, Executive Vice President and Chief Operating Officer of the CCUA "Saris AI offers a practical approach to workflow automation that complements existing operations, helping eliminate repetitive manual processes so employees can dedicate more time to strategic initiatives and member relationships. We're excited to welcome Saris AI as a CCUA partner and introduce this innovative solution to our member credit unions."
Rather than replacing employees, Saris AI works alongside existing teams by automating time-consuming operational tasks while providing human oversight throughout every workflow. The platform securely integrates with core systems, LOS, document repositories, communication platforms, and other operational tools, enabling credit unions to scale operations more efficiently without increasing administrative burden.
Current Saris AI clients have experienced measurable operational improvements, including:
“At a time when AI costs are rising and the technology landscape is becoming increasingly complex, credit unions shouldn't have to choose between innovation and affordability," said Danial Jameel, Founder and CEO of Saris Inc. "Saris AI delivers enterprise grade AI capabilities and governance, allowing credit unions to focus on business outcomes instead of managing expensive engineering teams or AI token costs. Through our partnership with CCUA, credit unions now have access to the same class of AI technology being adopted by the world's leading banks and technology companies.”
As part of the partnership, Saris AI will participate in CCUA conferences and events, sponsor Association initiatives, and engage with member credit unions throughout the region to demonstrate how workflow automation help organizations operate more efficiently while maintaining the highest standards for security, compliance, and member service.
To learn more about Saris AI and the benefits available to CCUA member credit unions, visit www.ccua.org/sarisai.
The Cooperative Credit Union Association (CCUA) is the leading regional trade organization, acting as the advocate for nearly 200 credit unions spanning Delaware, Massachusetts, New Hampshire, and Rhode Island. These member credit unions collectively manage assets exceeding $75 billion, serving a combined membership of over 5 million consumers. Visit www.ccua.org for more information.
Saris AI builds AI-powered workflow automation for credit unions. The platform’s AI agents integrate securely with existing core systems, loan origination platforms, document repositories, and communication tools to automate complex, multi-step lending, compliance, and back-office workflows, while keeping employees in control of every critical decision through fully logged, traceable, and auditable actions. Trusted by financial institutions across the country, Saris AI helps credit unions increase output, reduce operational costs, and give employees time back to serve their members and communities. Visit www.saris.ai for more information.
Janelle Mullen
Vice President of Member Engagement
Email: jmullen@ccua.org