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CU 2.0 Podcast Episode 417 Saris AI and Grow Financial FCU Tell Why You Need to Know About Agentic AI

Talli McCracken August 12, 2026 Podcast
417

Agentic AI is coming to credit unions and Saris AI is helping lead the charge.

What is Agentic AI? Agentic AI acts as an agent that autonomously executes multi-step workflows.  That is, Agentic AI does.  It doesn’t tell you what to do.  It does it for you.

Saris AI says it can automate 70% of tedious, complex back office tasks.  It delivers a 300% productivity increase. And 9.8x cost reduction.

A core focus is lending, but Saris AI also helps with other areas of credit union operations that would benefit from automation. And that’s lots of places.

Does that sound like a revolution?

On the show are Danial Jameel, Saris CEO and a co-founder, and Chase Clelland, SVP of People and AI at Grow Financial FCU, a $3.8 billion institution headquartered in Florida.

Note that Clelland talks at length not only about the benefits of this agentic AI but how to prep employees in working with it.  And Grow’s policy is no staff reductions due to AI implementations.  It’s a good story about how to improve employee acceptance of these new tools that indeed represent an unfolding workplace revolution.

As for exactly what’s involved in the revolution – the technology – Jameel is the man to tell what this means for credit unions.

Know this: Clelland is adamant that the credit unions that are embracing AI will soon be in a much better place than those that don’t.

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