Exclusive Webinar for Equipment Finance Teams

Past the Hype: AI Agents Doing Real Equipment Finance Work

Jay Richardson
GM - Equipment Finance & Non Bank
Gagandeep Grover
VP - Professional Services

After strong conversations at NEFA, we hosted this After Hours session to go beyond the hype.

Instead of slides or theory, we show AI agents executing lending operations in real time—from document intake to borrower analysis and decision support.

In this session, you’ll see how AI can:

Extract and structure data from raw documents (financials, bank statements, credit memos)
Analyze borrower profiles and risk signals
Trigger actions across workflows
Move deals closer to decision—faster

Watch our webinar on-demand

Fill out the form below to access the full webinar.

What you'll See

Document extraction

Raw financials, bank statements, and credit memos structured in real time

Borrower analysis

Risk singnals and borrower profiles surfaced automatically for faster review

Workflow triggers

Actions fried across your lending stack - no manual hand offs

Faster decisions

Move deals from intake to decison support at a pace that wasn't possible before

Meet Your Speakers

Jay Richardson
GM - Equipment Finance & Non Bank
Gagandeep Grover
VP - Professional Services

Ready to Move Faster, Decide Smarter, and Scale Without Limits?

Uptiq brings your teams, systems, and data together — so you can automate operations, reduce manual work, and deliver better financial outcomes.