2026 Lending & Credit Conference
Every AI vendor promises results, but will their models stand up to your credit committee, auditors, and board? That is the baseline for bank-grade. Uptiq’s Bank-Grade AI platform underwrites directly against your institution's specific credit policy, provides complete traceability for every data point back to its original source, and delivers continuous portfolio monitoring long after close. Keep full authority with your team while scaling decision speed and precision safely.
Date
November 3 to 5, 2026
Venue
Hyatt Regency, Newport Beach
Book a Meeting
Meet the team
Gerald Webber
Vice President, Financial Institutions
Kyle Kneubuhl
MD, Credit Union and Banking Solutions
3×
More deals per analyst
63%
Less credit memo prep
36%
Less spreading time
41%
Faster underwriting
150+
Institutions Trust Uptiq
Bank-grade AI across the whole customer relationship
Win it. Onboard it. Grow it. One governed system.
Most banks run lending on a stack of point solutions, with a credit analyst re-keying the same borrower data between them, pulling numbers out of tax returns, retyping them into a spread, reformatting them into a memo. By the time there's a free hour to look at the portfolio, the early signals have already become a risk rating conversation. Uptiq replaces the re-keying, not the systems, with one bank-grade platform across the life of the loan.
Win — the Intake agent
Tax returns, financial statements, rent rolls and bank statements read and filed the moment they arrive, missing documents chased automatically. Your lenders get back to lending.
Onboard — the Underwriting agent
Financials spread, the credit picture assembled against your own policy, inconsistencies flagged, and a committee-ready memo drafted for your credit officers to challenge rather than build from scratch.
Grow — the Monitoring agent
Covenants, ratios and reporting obligations tracked continuously across every loan, not just the ones someone had time to review. Drift gets flagged while it's still a conversation with the borrower.
Alongside your core and LOS
100+ integrations. Nothing ripped out.
Grounded, provable, governed.
What bank-grade actually means
AI doesn't fail in banking because the model is wrong. It fails because nobody can explain what it did. Bank-grade is the standard that closes that gap, three things, each built in from the first agent rather than bolted on after an exam finding.
Grounded
Every agent works from your bank's own credit policy, products, pricing and concentration limits. Not a general model that has read the internet and never underwritten a loan.
Provable
Every spread, every risk flag, every memo figure traces back to the source document and the policy that justified it. When an examiner asks why a loan was rated the way it was, the answer already exists.
Governed
Human-in-the-loop approval and rollback stay with your credit officers, not with us. The agents do the work. Your people make every credit decision.
