Lending Council Conference 2026
Experience autonomous AI agents transforming origination and account management. Built with enterprise-grade governance, complete traceability, and strict controls, institutional reliability is seamlessly built-in, not an afterthought.
Date
November 3rd to 6th, 2026
Venue
Las Vegas, NV
Book a Meeting
Meet the team
Marc Billanti
Senior Vice President of Sales
Kyle Ray
VP of Financial Institutions
Jared Ingersoll
VP, Institutional Solutions
150+
Institutions Trust Uptiq
Why meet with Uptiq at Lending Council
Enterprise-Grade AI Platform for Credit Unions
Most credit unions have grown by adding a system for every new task - one for intake, another for decisioning, another for servicing and post-close tracking. None of them talk to each other, so someone on your team becomes the connector, re-keying the same member data from one screen to the next. Uptiq puts a single system of agents into that workflow, so your staff stop being the integration layer.
Intake agent win the relationship.
Reads, classifies and files applications, pay stubs, bank statements, tax returns and credit reports automatically, and chases what's missing without a human. Your team only touches what needs a decision.
Onboarding agent onboard it cleanly.
Assembles the credit picture against your own lending policy, flags inconsistencies, and surfaces what the decision actually turns on — cutting time to decision without cutting rigor.
Servicing agent grow it after close.
Tracks compliance, financial ratios and obligations after close, with proactive alerts before something becomes a delinquency conversation.
One system, not another vendor.
Every agent works from the same source of truth, so origination and servicing stop being two separate integrations to maintain, or two more logins for a team that already has too many.
What enterprise-grade actually means
Plenty of people at this conference will tell you their AI works. The harder question, the one your examiner and your board will ask, is whether it holds up. Three things decide that, and each has a proof point behind it rather than a claim.
Grounded
Every agent is steeped in your credit union's own products, policies, pricing and regulatory footprint, not a generic model guessing at your business. It knows your lending policy because you gave it your lending policy
Provable
Every agent action has lineage back to the policy that justified it. When an examiner asks why a member was declined, the answer already exists rather than being reconstructed after a finding. At one institution this replaced 16 separate swivel-chair systems a single employee had to touch just to offboard a member.
Governed
Human-in-the-loop approval and publish-and-rollback control stay with your team, not the vendor. Your people set the box. The agents work inside it.
The agents do the work. Your people make the decisions and build the member relationships.
