The Lending Leap: How AI Is Changing
Everything for Credit Unions & Banks
Practical AI Adoption for Financial Leaders
- Thursday, November 13, 2025
- 1:00 PM – 4:00 PM (EST)
- Microsoft Office, 11 Times Square, New York
Leave the theory behind—this event is for leaders who want to see, learn, and act.
It’s time for a leap forward in lending. Join Celestial Systems and Microsoft for a hands-on, candid event dedicated to the real impact of AI on credit unions, banks, and digital lenders.
Leave the theory behind—this event is for leaders who want to see, learn, and act. Discover how top lenders are streamlining their entire loan process, automating manual tasks, delighting borrowers, and achieving business results with intelligent agent-driven systems.
What You'll Experience
Benchmark
Evaluate your current loan origination strategy against Microsoft AI frameworks and peer organizations
Identify
Discover high-impact opportunities where Azure AI can streamline workflows and enhance risk controls
Learn
Real-world case studies showing how organizations embed AI responsibly with Microsoft technologies
Explore
Practical adoption paths from pilot projects to scalable enterprise deployments
Why Attend?
See the Leap in Action
Live walkthrough of a next-gen, fully automated LOS—from borrower intake to digital funding and portfolio management
Get Honest Insights
Real-world guidance—what works, what doesn’t, and strategies for delivering results. No marketing fluff.
Speed, Compliance & Experience
Cut manual effort, automate compliance checks, and deliver seamless digital journeys for any lending product
Direct Expert Access
Bring your questions and challenges for open, actionable feedback and tailored advice
Featured Speaker
Vinay Reddy
Director, Solutions Architecture | Celestial Systems
Visionary architect driving rapid adoption of AI, automation, and cloud transformation. Vinay helps organizations unlock value from AI production—spanning Financial Services, Healthcare, Retail, and more—leveraging Microsoft Azure, Synapse, and secure agentic frameworks.
Melody Yue Yin
Partner Solution Architect | Microsoft
Melody Yin is a Partner Solution Architect at Microsoft for 3 years, specializing in GenAI, agent and ML. She works with Microsoft partners to design and build AI solutions to transform business process. Melody holds a Master’s degree in Data Science from New York University.
Event Agenda
- 1:00 – 1:30 PM
Arrive hungry and connect over lunch with peers and your featured expert.
- 1:30 – 1:45 PM
- 1:45 - 2:30 PM
- Modular Azure Architecture: Loan lifecycle automation—intake, verification, decisioning, e-sign, disbursement—delivered as composable Azure microservices.
- Automation & AI: Decisioning and risk scoring using Azure OpenAI and Azure ML; document classification and OCR via Cognitive Services; RPA through Power Automate.
- Integration & Data: Azure API Management for seamless third-party integrations (KYC, credit, property, income), persistent storage in Azure SQL & Blob, and data modeling with Synapse.
- Integration & Data: Azure API Management for seamless third-party integrations (KYC, credit, property, income), persistent storage in Azure SQL & Blob, and data modeling with Synapse.
- Embedded Governance & Controls:
- Identity & Access: Azure Active Directory for SSO, conditional access, and multi-factor authentication.
- Data Governance: Microsoft Purview manages data discovery, lineage, access policies, and auditability across all LOS data flows.
- Compliance: Out-of-the-box regulatory controls (SOC, ISO, GDPR, FSRA, PCI) applied through Azure Policy and built-in blueprints.
- Security: Data encrypted in transit and at rest, DLP and threat protection via Microsoft Defender for Cloud.
- 2:30 - 2:45 PM
- 2:45 - 3:00 PM
- 3:00 - 3:45 PM
- 3:45 - 4:00 PM
- 4:00 - 4:30 PM