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AI-Native Banking and Fintech Conference
September
29

AI-Native Banking and Fintech Conference

Everyone at AI-Native has a demo to show you. We'd rather hand you the keyboard. In our private workshop room, you'll build a working AI agent on a real lending workflow, document in, structured and validated data out, with governance and audit trail attached. No slideware. No sales pitch. You leave with something that runs.

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Meeting Room
No 8
Date
September 29, 2026
Venue
University of Utah, Salt Lake City
Meet the team: Marc Billanti, Hampton Vaughan, Gerald Webber, Kyle Kneubuhl

140+ institutions trust Uptiq

What You’ll Build

By the end of the session you'll have an agent that takes a real lending document, pulls structured data out of it, checks its own work, and hands off something a credit team could actually use

Point it at a document
Start with a document type from your own world, a tax return, a bank statement, a rent roll, a financial package. Classification first: the agent works out what it's looking at before it tries to read it.
Teach it what matters
Define the fields your workflow actually needs. This is where most AI projects go sideways, a general model will read anything and understand none of your credit policy. You'll wire in the rules that make the output usable.
Make it defensible
Confidence on every field, provenance back to the source page, and an exception path for anything the agent isn't sure about. This is the part that decides whether it survives contact with your risk committee.
Database
Ship it into a workflow
Connect it to the systems around it and watch a file move end to end.
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Who It's For

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.

Why Institutions Choose Uptiq

Uptiq is not another AI tool, we are AI-ready financial infrastructure.

Accelerate lending, onboarding, and underwriting with domain-trained AI agents
Deep document intelligence across lending and banking workflows
Explainable, audit-ready AI for regulated environments
Verification and fraud controls inline, not a separate product
100+ integrations into the systems you already run
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