Cover Image for The Lending Leap: How AI is Changing Everything for Credit Unions & Banks
Cover Image for The Lending Leap: How AI is Changing Everything for Credit Unions & Banks
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The Lending Leap: How AI is Changing Everything for Credit Unions & Banks

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About Event

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.

Hosted at the Microsoft Office, 11 Times Square, this intimate session brings together senior lending executives, operations leaders, and technical teams to explore how top lenders are streamlining their entire loan process, automating manual tasks, delighting borrowers, and achieving measurable business results with intelligent agent-driven systems.

Join this session designed for lending, operations, and technology leaders from banks, credit unions, and digital lenders. Experience a live demo of a next-generation, AI-powered loan origination system built on modular Azure architecture. Learn from real-world practitioners about automating lending workflows while ensuring compliance and security. Gain practical strategies to enhance speed, accuracy, and borrower experience through AI-driven decisioning and risk management. Leave with actionable insights and an invitation for a personalized consultation to explore your lending modernization journey.


Meet Our Expert Speakers

Melody Yin | Partner Solution Architect, Microsoft

Melody Yin is a Partner Solution Architect at Microsoft, specializing in GenAI, agents, and ML. She works with Microsoft partners to design and build AI solutions to transform business processes. Melody holds a Master's degree in Data Science from New York University.

LinkedIn: linkedin.com/in/melody-yue-yin


Vinay Reddy | Director, Solutions Architecture

A visionary architect driving rapid adoption of AI, automation, and cloud transformation across enterprise organizations. Vinay helps financial services, healthcare, retail, and manufacturing leaders unlock value from AI in production environments, leveraging Microsoft Azure, Synapse Analytics, and secure agentic frameworks.

With deep expertise in intelligent automation and regulated industries, Vinay specializes in designing end-to-end solutions that balance innovation with compliance, security, and scalability. His work enables lenders to transform manual, paper-heavy processes into streamlined digital experiences that delight borrowers and drive operational efficiency.

LinkedIn: linkedin.com/in/vinaygangidi

Agenda | 1:00 PM – 4:00 PM EST

🕐 1:00 – 1:30 PM | Registration, Lunch & Networking

Arrive hungry and connect over lunch with peers, Microsoft experts, and your featured speakers.

🕐 1:30 – 1:45 PM | Welcome & Introductions

Host: Celestial Systems Leadership
Setting the stage for an afternoon of honest conversation about AI in lending.

🕐 1:45 – 2:30 PM | The Lending Leap: How AI Is Changing Everything

Presentation (30 minutes)

  • The current state of lending: Where manual processes create bottlenecks

  • How AI-powered automation transforms the borrower and lender experience

  • Key decision points: Build vs. buy, integration strategies, and change management

Live System Demonstration (15 minutes)

See a production-ready loan origination system built on Microsoft Azure:

Modular Azure Architecture – Loan lifecycle automation (intake, verification, decisioning, e-sign, disbursement) via composable microservices

Automation & AI – Decisioning and risk scoring (Azure OpenAI, Azure ML), document classification and OCR (Cognitive Services), process automation (Power Automate)

Integration & Data – Azure API Management for third-party integrations (KYC, credit, property, income), persistent storage (Azure SQL, Blob), data modeling (Synapse Analytics)

Embedded Governance & Controls – Identity and access (Azure AD), data governance (Microsoft Purview), compliance (SOC, ISO, GDPR, FSRA, PCI via Azure Policy), security (encryption, DLP, Microsoft Defender)

User Collaboration – Microsoft Teams and Power Apps for real-time notifications, audit logs, and lender dashboards

🕑 2:30 – 2:45 PM | Q&A Session

Candid discussion with Vinay and the Celestial Systems team about implementation realities.

🕑 2:45 – 3:00 PM | Coffee Break & Networking

Refresh and connect with peers facing similar lending transformation challenges.

🕒 3:00 – 3:45 PM | Microsoft Presentation & Demo

Transforming Lending with Azure AI

Introduction: Overview of Azure AI in Lending

  • How Azure AI is reshaping the loan origination lifecycle for credit unions and banks

  • The transition from manual, legacy processes to intelligent, automated workflows

Automating Key Steps with Azure AI Foundry Agents

  • How Foundry agents streamline intake form analysis, automate approvals, and support secure content management

  • Practical examples of using document intelligence, large language models (LLMs), and Azure's integrated tools for lending processes

Live Demo: AI Content Safety

  • Demonstration of AI Content Safety features—filtering harmful or spammy loan application content

  • Showing risk mitigation and protection against jailbreaker/abusive content attacks

Business Value Recap & Q&A

  • Summary of how Azure AI Services and Foundry combine for simplified operations and improved customer experiences

  • Interactive Q&A session for audience engagement and deeper dives

🕞 3:45 – 4:00 PM | Final Q&A, Next Steps & Closing

  • Open forum for your toughest lending modernization questions

  • Information on follow-up consultations and pilot opportunities

  • Closing remarks and thank you

🕓 4:00 – 5:00 PM | Extended Networking & Open House

Continue conversations with speakers and peers, explore partnership opportunities, and get personalized advice on your lending transformation journey.


Celestial Systems brings two decades of engineering excellence in regulated industries, with specialized expertise in financial services, AI-powered automation, and Microsoft Azure ecosystem integration. We've helped credit unions, banks, and specialty lenders modernize loan origination systems while maintaining strict compliance and security standards.

Our solutions deliver measurable impact: faster loan processing, reduced operational costs, improved borrower satisfaction, and audit-ready compliance—all built on proven, production-ready architectures.


🎯 Reserve Your Spot Now!

RSVP early to secure your place at this exclusive lending transformation event. Limited seating available for an intimate, interactive experience.

Location
Microsoft
11 Times Sq, New York, NY 10036, USA
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