Webinar + Live Demo

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

Watch Uptiq's Qore turn a plain-language description of a real financial workflow into a working, bank-grade AI agent, live, grounded in your policies and connected to your systems, not a slide deck.
Hampton Vaughan
SVP, US Banking Market
Rudy Navarro
Vice President of Product
September 23rd, 2026
12 PM CT
Location
Virtual Webinar

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What You'll See in 30 Minutes

Describe It

Watch a real financial workflow go from a plain-language description to a working agent blueprint, live.
Describe the workflow in plain English, no code required
Qore matches it to pre-trained, finance-native skills for lending, compliance, and wealth
A working agent blueprint appears in minutes, not a mockup

Ground It

See the agent connect to real systems and real rules before it ever touches a live case.
Connects to 100+ core banking, LOS, and CRM systems, no rip-and-replace
Every action checked against your policies before it runs
Grounded in your products, pricing, and compliance requirements, not generic training data

Prove It

Watch the agent run a real case and show its work.
Every decision carries its rule, source, and sign-off
SOC 2 Type II compliant and regulator-aligned, audit trail built in, not bolted on
From idea to production-ready agent in days, not months

What You'll Walk Away With

A clear picture of how a financial AI agent gets built without writing code
What “bank-grade” actually means in the build, not just in the marketing
How Qore grounds agents in your policies, pricing, and compliance requirements instead of generic AI
A live Q&A on deploying Qore agents without replacing your core, LOS, or CRM

Built For

Product & innovation teams
Compliance & risk leads
Business analysts & domain experts
Credit & lending operations
Wealth & advisory teams

Meet Your Speakers

Moderator
Hampton Vaughan
SVP, US Banking Market
Linked
Presenter
Rudy Navarro
Vice President of Product
Linked