Money 20/20 USA
Meet the Uptiq team at Money20/20 USA and a bank-grade AI platform running the full lending lifecycle, underwriting and covenant monitoring so your team spends less time on manual work and more time on decisions.
Room No
MR2104
Date
October 18th to 21st, 2026
Venue
Las Vegas
Book a Meeting
Meet the team
Gaurav Mehra
COO at Uptiq
Jay Richardson
SVP & GM, Non-Bank Lending
150+
Institutions Trust Uptiq
Why meet with Uptiq at Money20/20 USA 2026
Bank-grade AI platform for your entire lending lifecycle
Twenty years of point solutions has made most lending and ops teams the de facto integration office of their own vendor stack. Intake, underwriting, and monitoring each run on a different tool, with the same data re-keyed at every handoff. Uptiq puts a single system of agents directly into your existing workflows across that whole lifecycle, so the sprawl stops adding up.
Win the relationship, onboard it cleanly, grow it after close, one system, not three.
Win the relationship, onboard it cleanly, grow it after close, one system, not three.
Intake agent
Applications, vendor invoices, bank statements, tax returns, and credit reports are read, classified, and filed automatically, so your team only touches the decisions that need a human.
Underwriting agent
Assembles the credit picture, flags inconsistencies, and surfaces what underwriters need, cutting time-to-decision without cutting rigor.
Covenant monitoring agent
Tracks covenant compliance, financial ratios, and reporting obligations post-close, with proactive alerts before issues become defaults.
One system, not another vendor
Every agent works from the same source of truth, so intake, underwriting, and monitoring stop being three separate integrations to maintain.
Grounded, provable, governed
Uptiq holds up in production, not just in a demo, because of three things, and each one has a proof point behind it, not just a claim.
Grounded
Every agent is steeped in your institution's own products, policies, pricing, and regulatory footprint, not a generic model guessing at your business.
Provable
Every agent action has lineage back to the policy that justified it. At one bank, this replaced 16 separate swivel-chair 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.
Let's meet at Money20/20 to talk through what this looks like for intake, underwriting, and covenant monitoring at your financial institution.
