Accelerate Your Deal Flow at NEFA Fall Conference 2026
Bring your toughest broker submission - vendor invoices, bank statements, tax returns, or credit reports, straight to Booth 26. Watch our AI instantly assemble, classify, and extract data with full source attribution and automated tamper detection, all before a human opens the file. Stop by in Atlanta to see live, instant automation that eliminates manual friction and accelerates your deal flow.
Meeting Room
No 26
Date
September 28 to 30 2026
Venue
Omni Atlanta Hotel, Georgia
Book a Meeting
Meet the team
Jay Richardson
GM - Equipment Finance & Non Bank
Corey Ashline
Senior Account Executive
Gagan Kanjlia
Chief Banking Officer at UPTIQ
150+
Institutions Trust Uptiq
Hear it from the builders
"Great event — everyone was present and helpful, and I loved having proper desks to work at." — An attendee from a private credit firm
Read the full recap
Why Meet with Uptiq at NEFA Fall 2026
Keep your deals moving fast, without burning out your team.
Equipment finance deals often re-key the same figures across quotes, applications, credit write-ups, and funding packages. Uptiq puts autonomous AI agents directly into your existing workflows, eliminating manual re-entry and accelerating turnaround times.
Automated Intake
Applications are instantly read, categorized, and filed so your team focuses only on high-value decisions.
Deep Document Intelligence
Extract data effortlessly from invoices, vendor quotes, tax returns, and complex financial packages.
Full Traceability & Confidence
Every extracted field links directly back to its original source document for seamless verification.
Seamless Integration
Plugs into over 100+ industry systems—no costly rip-and-replace required.
Unmatched Speed
Deliver rapid decisions that win over brokers, dealers, and borrowers.
Extend your team's capacity.
You do not need to write code. You do need to know a workflow well enough to be opinionated about it.
Lending & Credit — CLO, CCO, Head of Credit
Build against your own credit policy and see where an agent's judgment ends and yours begins.
Operations — COO, Head of Lending Ops
Take the queue you most want gone and find out how much of it is actually automatable.
Technology — CTO, CIO, Head of Data
See the integration and governance model up close, at the layer where it either fits your stack or doesn't.
Built Specifically for Equipment Finance Leaders
Uptiq is purpose-built AI-ready financial infrastructure designed to scale your operations without friction.
Purpose-Trained on Lending Documents: Models specialized in equipment underwriting out-of-the-box.
Explainable AI & Auditability: Clear, traceable logic designed to satisfy credit committees and auditors.
Inline Fraud Detection: Automated document verification and tamper screening built into the pipeline.
Ecosystem Compatibility: Connects effortlessly across 100+ platforms so your current tech stack stays intact.
Rapid Deployment: Launch your first AI agent in days and expand seamlessly at your own pace.
