banking-automation
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Danial Jameel Is Building AI for the Work Banks Never Put in the Brochure
After turning campus confusion into Ready Education, Danial Jameel reunited with longtime collaborators to tackle a less visible maze: the manual back office of banks and credit unions.
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Automat
Automat is a San Francisco AI company building agents that operate computers the way people do. Founded in 2023 by CMU design alumni and ex-Google Creative Lab designers Lucas Ochoa and Gautam Bose, it pairs a transformer-based RPA engine with intelligent document processing so enterprises can automate manual back-office work - from KYC checks to mortgage disclosures to medical-claims processing - by simply showing the software a recording of the task. It positions itself as a modern, AI-native alternative to legacy RPA tools like UiPath, Automation Anywhere and Blue Prism.
Saris AI
Saris AI builds agentic AI workflow agents that automate the repetitive, high-volume back-office work at banks and credit unions - lending, underwriting, compliance, and operations - without replacing the core systems institutions already run. Founded in 2024 by the ex-Oohlala Mobile team, the Montreal- and San Francisco-based company trains agents on each institution's own workflows to execute multi-step tasks under human supervision. In May 2026 it raised a $28.8M Series A led by 8VC to scale deployments and deepen integrations with partners like Fiserv, MeridianLink, and Encompass.