Case Study: Marshall Capital Group Achieves 3× Deal Volume with Uptiq’s AI-Powered Agents

Marshall Capital Group’s AI-Accelerated Equipment Finance

Marshall Capital Group (MCG), an equipment finance company, needed to scale its operations and standardize its origination processes without diverting focus from its core business. Their challenges included streamlining customer onboarding, automating repetitive manual tasks, and gaining real-time visibility into their pipeline.

UPTIQ implemented its AI-Powered Agentic LOS to address these needs. The solution deployed AI for digital applications, automated credit scoring, and document understanding with high accuracy. This resulted in a 70% reduction in manual workloads, 40% faster decisioning, and a 3x increase in deal volume without any increase in headcount for Marshall Capital Group.

Marshall Capital Group

Bradon Marshall

Founder & CEO