Expert AI Insights for Financial Institutions

Join Industry & Uptiq experts via our engaging webinars

Upcoming Webinars

Armi Movsesyan

VP, Digital Banking

Pavlo Martinovych

Senior Product Manager

Turn Every SMB Signal Into a Growth Opportunity

Wednesday,

September 30, 2026

Pavlo Martinovych

Presenter

Armi Movsesyan

Moderator

Adriene McCance

GM & SVP - Private Credit & Wealth

Lauren Brown

Senior Solutions Engineer

Your Most Valuable Data Is Locked Inside Documents You Only Read Once: A Live Document AI Demo

Thursday,

October 8, 2026

Lauren Brown

Presenter

Adriene McCance

Moderator

Kyle Kneubuhl

Managing Director - Credit Union and Banking Solutions, Uptiq

Lauren Brown

Senior Solutions Engineer

3x Deals Per Analyst: How Intake-to-Underwriting Automation Works for Commercial Lenders

Friday,

October 9, 2026

Lauren Brown

Presenter

Kyle Kneubuhl

Moderator

Chris Boas

Credit Workflows

Olivier De Man

Director of Solution Engineering

From Loan Application to Credit Decision: How Singapore Banks Can Put AI Agents to Work

Friday,

October 9, 2026

Olivier De Man

Presenter

Chris Boas

Moderator

Jay Richardson

GM - Equipment Finance & Non Bank

Rudy Navarro

Product Manager

Your AI Pilot Works. Can Your Bank Actually Deploy It?

Thursday,

October 15, 2026

Rudy Navarro

Presenter

Jay Richardson

Moderator

Marc Billanti

Senior Vice President of Sales

Rudy Navarro

Product Manager

From Application to Funding Decision: How Credit Unions Cut Member Wait Time With AI

Friday,

October 16, 2026

Rudy Navarro

Presenter

Marc Billanti

Moderator

Chris Boas

Credit Workflows

Olivier De Man

Director of Solution Engineering

What If Your Lending Team Could Process More Applications Without Adding Headcount?

Wednesday,

October 21, 2026

Olivier De Man

Presenter

Chris Boas

Moderator

Hampton Vaughan

SVP, US Banking Market

Lauren Brown

Senior Solutions Engineer

Enterprise-Grade AI Platform for Financial Institution: Watch an Agent Get Built, Governed, and Put to Work

Wednesday,

October 21, 2026

Lauren Brown

Presenter

Hampton Vaughan

Moderator

Armi Movsesyan

VP, Digital Banking

Pavlo Martinovych

Senior Product Manager

Live Demo: Turn Every SMB Signal Into a Growth Opportunity

Thursday,

October 22, 2026

Pavlo Martinovych

Presenter

Armi Movsesyan

Moderator

Past Webinars

Chris Boas

Credit Workflows

Olivier De Man

Director of Solution Engineering

Reimagining Loan Origination in the Age of AI Agents

Wednesday,

September 23, 2026

Olivier De Man

Speaker

Chris Boas

Hosted by

Watch Recording

Hampton Vaughan

SVP, US Banking Market

Rudy Navarro

Product Manager

See Financial AI Agent Get Built, Grounded with Audit Ready Trails

Wednesday,

September 23, 2026

Rudy Navarro

Speaker

Hampton Vaughan

Hosted by

Watch Recording

Corey Ashline

Senior Account Executive

Lauren Brown

Senior Solutions Engineer

Document-Level Fraud Detection in Equipment Finance Applications

Thursday,

September 17, 2026

Lauren Brown

Speaker

Corey Ashline

Hosted by

Watch Recording

Kyle Ray

Vice President Financial Institutions at UPTIQ

Lauren Brown

Senior Solutions Engineer

See a week of loan application intake work happen in just a few minutes.

Wednesday,

September 16, 2026

Lauren Brown

Speaker

Kyle Ray

Hosted by

Watch Recording

Adriene McCance

GM & SVP - Private Credit & Wealth

Lauren Brown

Senior Solutions Engineer

Turn Your Lending Docs to Audit-Ready Data

Thursday,

September 10, 2026

Lauren Brown

Speaker

Adriene McCance

Hosted by

Watch Recording

Adriene McCance

GM & SVP - Private Credit & Wealth

James Hallacy

Head - Solution Engineering

Covenant Breaches Caught Today, Not in 90 Days

Wednesday,

September 2, 2026

James Hallacy

Speaker

Adriene McCance

Hosted by

Watch Recording

Hampton Vaughan

SVP, US Banking Market

Lauren Brown

Senior Solutions Engineer

From Prompt to Bank Grade AI Agent, in One Session

Wednesday,

August 26, 2026

Lauren Brown

Speaker

Hampton Vaughan

Hosted by

Watch Recording

Chris Boas

Credit Workflows

James Hallacy

Head - Solution Engineering

Loan Intake to Underwriting Workflow in Agentic AI Age

Wednesday,

August 12, 2026

James Hallacy

Speaker

Chris Boas

Hosted by

Watch Recording

Adriene McCance

GM & SVP - Private Credit & Wealth

James Hallacy

Head - Solution Engineering

From Loan File to Verified Data with Uptiq Document AI

Thursday,

August 6, 2026

James Hallacy

Speaker

Adriene McCance

Hosted by

Watch Recording

Lauren Brown

Senior Solutions Engineer

Jay Richardson

GM - Equipment Finance & Non Bank

Intake to Underwriting in One Connected Workflow

Tuesday,

July 28, 2026

Jay Richardson

Speaker

Lauren Brown

Hosted by

Watch Recording

Hampton Vaughan

SVP, US Banking Market

Kyle Kneubuhl

Managing Director - Credit Union and Banking Solutions, Uptiq

John Mignone

Institutional Client Group @ U.S. Bank Lecturer at University of Texas at Dallas

You're Paying Millions for Technology. Why is Your Team Still Doing So Much Manual Work?

Thursday,

July 16, 2026

Kyle Kneubuhl

John Mignone

Speaker

Hampton Vaughan

Hosted by

Watch Recording

Lauren Brown

Senior Solutions Engineer

Craig McKeon

VP, GTM Strategy

Stop Losing Deals to Slow Application Intake

Thursday,

July 9, 2026

Craig McKeon

Speaker

Lauren Brown

Hosted by

Watch Recording

Nick Evens

President and CEO, Curql

Kyle Kneubuhl

Managing Director - Credit Union and Banking Solutions, Uptiq

Jim Ryan

Vice President of Strategy and Growth, Curql

Redefining the Credit Union Tech Stack

Thursday,

April 16, 2026

Nick Evens

Kyle Kneubuhl

Jim Ryan

Speaker

Watch Recording

Jared Ingersoll

VP, Institutional Solutions, Uptiq

Diane Berthinier

Independent Consultant

Kyle Kneubuhl

Managing Director - Credit Union and Banking Solutions, Uptiq

Navigating the AI Landscape for your Credit Union

Thursday,

September 18, 2025

Diane Berthinier

Kyle Kneubuhl

Speaker

Jared Ingersoll

Hosted by

Watch Recording

Snehal Fulzele

Founder & CEO, Uptiq.ai

Nnamdi Okike

Founder & Managing Partner, 645 Ventures

AI for Banking: Intelligent Agents / Software that Transform How Banks Work

Friday,

September 12, 2025

Nnamdi Okike

Speaker

Snehal Fulzele

Hosted by

Watch Recording

Jay Richardson

GM - Equipment Finance & Non Bank

Gagandeep Grover

VP - Professional Services

Past the Hype: AI Agents Doing Real Equipment Finance Work

Gagandeep Grover

Speaker

Jay Richardson

Hosted by

Watch Recording

Jennifer Garcia

Loan Partner Uptiq Premier Mortgage

Adriene McCance

GM & SVP - Private Credit & Wealth

Fireside Chat on SBLOC: Unlocking Liquidity Without Disruption

Adriene McCance

Speaker

Jennifer Garcia

Hosted by

Watch Recording

Expert AI Insights for Financial Institutions

Turn Every SMB Signal Into a Growth Opportunity

Your Most Valuable Data Is Locked Inside Documents You Only Read Once: A Live Document AI Demo

3x Deals Per Analyst: How Intake-to-Underwriting Automation Works for Commercial Lenders

From Loan Application to Credit Decision: How Singapore Banks Can Put AI Agents to Work

Your AI Pilot Works. Can Your Bank Actually Deploy It?

From Application to Funding Decision: How Credit Unions Cut Member Wait Time With AI

What If Your Lending Team Could Process More Applications Without Adding Headcount?

Enterprise-Grade AI Platform for Financial Institution: Watch an Agent Get Built, Governed, and Put to Work

Live Demo: Turn Every SMB Signal Into a Growth Opportunity

Reimagining Loan Origination in the Age of AI Agents

See Financial AI Agent Get Built, Grounded with Audit Ready Trails

Document-Level Fraud Detection in Equipment Finance Applications

See a week of loan application intake work happen in just a few minutes.

Turn Your Lending Docs to Audit-Ready Data

Covenant Breaches Caught Today, Not in 90 Days

From Prompt to Bank Grade AI Agent, in One Session

Loan Intake to Underwriting Workflow in Agentic AI Age

From Loan File to Verified Data with Uptiq Document AI

Intake to Underwriting in One Connected Workflow

You're Paying Millions for Technology. Why is Your Team Still Doing So Much Manual Work?

Stop Losing Deals to Slow Application Intake

Redefining the Credit Union Tech Stack

Navigating the AI Landscape for your Credit Union

AI for Banking: Intelligent Agents / Software that Transform How Banks Work

Past the Hype: AI Agents Doing Real Equipment Finance Work

Fireside Chat on SBLOC: Unlocking Liquidity Without Disruption

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

Expert AI Insights for Financial Institutions

Turn Every SMB Signal Into a Growth Opportunity

Your Most Valuable Data Is Locked Inside Documents You Only Read Once: A Live Document AI Demo

3x Deals Per Analyst: How Intake-to-Underwriting Automation Works for Commercial Lenders

From Loan Application to Credit Decision: How Singapore Banks Can Put AI Agents to Work

Your AI Pilot Works. Can Your Bank Actually Deploy It?

From Application to Funding Decision: How Credit Unions Cut Member Wait Time With AI

What If Your Lending Team Could Process More Applications Without Adding Headcount?

Enterprise-Grade AI Platform for Financial Institution: Watch an Agent Get Built, Governed, and Put to Work

Live Demo: Turn Every SMB Signal Into a Growth Opportunity

Reimagining Loan Origination in the Age of AI Agents

See Financial AI Agent Get Built, Grounded with Audit Ready Trails

Document-Level Fraud Detection in Equipment Finance Applications

See a week of loan application intake work happen in just a few minutes.

Turn Your Lending Docs to Audit-Ready Data

Covenant Breaches Caught Today, Not in 90 Days

From Prompt to Bank Grade AI Agent, in One Session

Loan Intake to Underwriting Workflow in Agentic AI Age

From Loan File to Verified Data with Uptiq Document AI

Intake to Underwriting in One Connected Workflow

You're Paying Millions for Technology. Why is Your Team Still Doing So Much Manual Work?

Stop Losing Deals to Slow Application Intake

Redefining the Credit Union Tech Stack

Navigating the AI Landscape for your Credit Union

AI for Banking: Intelligent Agents / Software that Transform How Banks Work

Past the Hype: AI Agents Doing Real Equipment Finance Work

Fireside Chat on SBLOC: Unlocking Liquidity Without Disruption

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

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