VentureTech 2026
Plenty of fintech at VentureTech will show you what AI can do. We'd rather show you what it does for your members. Uptiq gives credit unions the controls, traceability and oversight the largest institutions build with whole departments, governed agents across origination and account management that take the paperwork off your team, so your people spend their time where the movement always has: with members.
Date
November 16 to 18, 2026
Venue
Omni Fort Worth
Book a Meeting
Meet the team
Kyle Kneubuhl
MD, Credit Union and Banking Solutions
150+
Institutions Trust Uptiq
One AI system across origination and account management.
Most credit unions grew by adding a system for every new task, and somewhere along the way a member-service rep became the person re-keying the same data from one screen to the next. That's time a member never sees the benefit of. Uptiq puts one governed system of agents into that workflow, alongside your core, not instead of it, so the hours go back to the people you serve.
Origination
Intake agent
Loan applications, pay stubs, bank statements, tax returns and credit reports read, classified and filed the moment they arrive, with missing items chased automatically. Members get an answer faster; your team touches only what needs a person.
Underwriting agent
The credit picture assembled against your own lending policy, inconsistencies flagged, and what the decision turns on surfaced clearly. Faster to yes, without cutting rigor.
Account Management
Servicing agent
Post-close document work, reporting obligations and member requests handled continuously, so servicing stops absorbing every loan you book.
Monitoring agent
Obligations and ratios tracked after close, with proactive alerts before something becomes a delinquency conversation.
Built by you, if you need it
Every credit union has a workflow nobody built a product for. Build an agent around yours, on the same governed foundation.
Grounded, provable, governed.
What enterprise-grade actually means
Enterprise-grade isn't about becoming a bigger institution. It's about having the same standard of control over your AI that the largest ones have, without needing an enterprise-sized team to run it.
Grounded
Every agent works from your credit union's own products, policies, pricing and regulatory footprint. It knows your lending policy because you gave it your lending policy.
Provable
Every action traces back to the policy that justified it. When an examiner asks why a member was declined, the answer already exists.
Governed
Human-in-the-loop approval and rollback 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.
