AI-Native Banking and Fintech Conference
Everyone at AI-Native has a demo to show you. We'd rather show you the path from a use case to something running. In our meeting room you'll see how a workflow goes from a PRD to a deployed agent on Uptiq’s Bank-Grade AI Platform — document in, structured and validated data out, with governance and an audit trail attached from the start.
Book a slot and we'll build the conversation around whatever you're trying to fix.
Date
September 29, 2026
Venue
University of Utah,
Salt Lake City
Salt Lake City
Book a Meeting
Meet the team
Marc Billanti
Senior Vice President of Sales
James Hallacy
Head, Solutions Engineer
Kyle Kneubuhl
MD, Credit Union and Banking Solutions
150+
Institutions Trust Uptiq
What You Can Explore
Meet and learn the platform
Twenty minutes on what Uptiq does, where it fits against your stack, and what deploying one agent actually takes. Bring questions rather than requirements.
See a demo
Watch commercial lending run end to end, a document arrives, gets classified and read, the credit picture assembles, and the decision cites the policy behind it.
Get hands-on and build something
Take the keyboard. Start from a use case of your own and see it become a working agent. Limited seats, and it's the one to book early.
What You’ll Build
Twenty minutes, one document type, and a working agent at the end of it. Not a full build, enough to see exactly where an agent's judgment ends and yours begins.
Start with the use case
The queue you most want gone. The document type nobody enjoys. The approval path that only makes sense at your institution. Describe it in plain language rather than requirements.
Turn it into a PRD
The platform writes the spec with you, what the agent reads, which fields matter, where your credit policy applies, and what it should do when it isn't sure. This is where most AI projects go sideways: a general model will read anything and understand none of your policy.
Build the workflow
Classification first, so the agent knows what it's looking at before it reads it. Then extraction, validation, exception handling, and the hand-off into the system that comes next.
Make it defensible
Confidence on every field, provenance back to the source page, and an exception path for anything the agent isn't sure about. This is the part that decides whether it survives your risk committee.
Two doors into the same platform. Most institutions use both.
Deploy a ready-made agent
Intake, financial spreading, underwriting, credit memo generation, covenant monitoring, pre-built for lending and live in days rather than quarters. Start with the one carrying the most manual load.
Build your own agent
Every institution has a workflow nobody built a product for. Bring the use case and build the agent yourself, on the same governed foundation the ready-made ones run on, same controls, same audit trail, same integrations.
Why Institutions Choose Uptiq
Uptiq is not another AI tool, we are the only bank-grade AI Platform
Everyone at this conference can show you AI that works. The harder question is whether it holds up in front of your risk committee and your examiner. That's what bank-grade means, and three things decide it.
Grounded — Agents steeped in your institution's own products, policies, pricing and regulatory footprint. Domain-trained for lending, onboarding and underwriting, not a general model with a banking prompt.
Provable — Every action traces back to the policy that justified it. Explainable and audit-ready by default, across document-heavy lending and banking workflows.
Governed — Governance and compliance agents run alongside the ones doing the work: verification and fraud controls inline rather than as a separate product, policy checks on every decision, and human-in-the-loop approval and rollback staying with your team.
Works with what you have — 100+ integrations into the systems you already run.
