REACH 2026
Every hour your team spends re-keying an application is an hour not spent with a member. Come see governed AI agents take on the paperwork across origination and account management, reading, classifying and filing what arrives, tracking what's owed after close, so your people get back to the part of the job that made them choose a credit union in the first place.
Date
November 2 to 5, 2026
Venue
Palm Desert, CA
Book a Meeting
Meet the team
Kyle Kneubuhl
MD, Credit Union and Banking Solutions
150+
Institutions Trust Uptiq
Why meet with Uptiq at REACH
One AI system across origination and account management.
Most credit unions have grown by adding a system for every new task- one for intake, another for decisioning, another for servicing. 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 and get back to serving members.
Origination
Intake agent
Reads, classifies and files applications, pay stubs, bank statements, tax returns and credit reports, and chases what's missing without a human. Your team only touches what needs a decision.
Underwriting agent
Assembles the credit picture against your own lending policy, flags inconsistencies, and surfaces what the decision actually turns on, faster to a decision, without cutting rigor.
Account Management
Servicing agent
Handles post-close document work, reporting obligations and member requests, so servicing stops absorbing every new loan you book.
Monitoring agent
Tracks obligations and ratios 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.
Grounded, provable, governed.
What enterprise-grade actually means
Plenty of people on the exhibit floor 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.
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 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 credit union this replaced 16 separate 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.
Built for credit unions of every size
REACH runs roundtables by asset size for a reason, what works at a $5B credit union rarely fits one at $300M. Uptiq doesn't assume you have an enterprise-sized team to run it. Start with one agent on the workflow carrying the most manual load, and expand when the results justify it.
The agents do the work. Your people make the decisions and build the member relationships.
