The AI Platform for Financial Services

The only bank-grade AI platform.

Traditional AI is a generalist; Uptiq's agents are built for financial services, running in 150+ institutions with the governance examiners expect.
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Banks
Credit Unions
Non-Bank Lenders
Equipment Finance
Wealth Firms
Industry preview

Banks

Governed agents for underwriting, monitoring, and member service — held to bank-grade standards.
Industry preview

Credit Unions

Member-first automation across account opening, lending, and everyday servicing.
Industry preview

Non-Bank Lenders

Faster origination and portfolio operations for specialty and consumer lenders.
Industry preview

Equipment Finance

Streamlined credit, documentation, and booking for equipment finance teams.
Industry preview

Wealth

Advisor-ready agents for onboarding, review prep, and client operations.
150+
Institutions Trust Uptiq
The Qore AI Platform

Everything you need to run AI.

Actions grounded in your institution's truth, provable to your examiners, and governed end to end as work moves front office to back.
See how it works
Meet the agents

Agents work with your teams.

Ready to deploy: account opening, onboarding, underwriting, monitoring. Or build your own, no engineering required.
Growth Agents
Onboarding & Origination Agents
Operations Agents
Build an Agent
Agent Preview

Deposit Account Opening

Collects documents, verifies identity, and prepares every application for a fast, compliant decision.
Explore the Agent Marketplace
Qore AI Platform
Product preview
Purpose-built agent

Underwriting Agent

Spreads financials, surfaces risk, and drafts credit memos — underwriters stay on judgment.
Explore the Agent Marketplace
Qore AI Platform
Product preview
Purpose-built agent

Continuous Monitoring Agent

Monitors portfolios, covenants, and activity to surface issues early.
Explore the Agent Marketplace
Qore AI Platform
Product preview
Build New Agents

Your Agent

Bring a workflow and launch it on Qore. No engineering required.
Qore AI Platform
Product preview
How you grow with Uptiq

Start with one workflow. Scale to the institution.

Deploy one agentic workflow

Start

Agents are pre-built and ready to deploy. Pick the workflow with the most drag and go live in weeks.
Expand across the institution

Extend

Add agents team by team on the same platform. No new stack, no new integration project.
Evolve as AI evolves

Evolve

New models and skills drop into Qore as they emerge. Build your own agents on the same platform.
Agents ready to deploy. A platform ready to build and scale on.
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Enterprise AI, without the black box

AI your institution can trust.

Build agents that know your policies and have the governance, financial skills and document AI to execute with context.
09:42
09:42
Auditability
Every agent action is logged with a traceable decision trail.
Lending policy
Role: Underwriter
Human checkpoint
Approved
Governance
Agents operate inside your policies, with role-based controls and human checkpoints.
Why was this flagged?
Reg B §1002.9
Policy 4.2
Explainability
See why an agent reached a conclusion, in plain language, citation-backed.
SOC 2
Encrypted
Your data stays yours
Secure
Bank-grade security end to end. Encrypted in transit and at rest, and your data never trains shared models.
Proof, not promises

Measured results from financial workflows.

The work moves. Your controls stay.
63%
Less preparation time
Loan and credit-memo prep.
41%
Shorter cycle time
Underwriting, end to end.
36%
Less manual extraction
Spreading and extraction.
Basis: aggregate results across Uptiq deployments in commercial and small business lending.
What changes

Your team stops chasing the work.

Today

Your people move the work.

Chase documents across inboxes
Rekey information between systems
Assemble analysis by hand
Assemble analysis by hand
With Uptiq

Agents move it. People lead it.

Agents collect and validate documents and data
Qore coordinates systems and handoffs
Teams receive review-ready outputs
Exceptions surface as they happen
Financial AI Image

The Complete Guide to Financial AI in 2026

Explore how banks, credit unions, wealth managers, equipment finance firms, and private credit lenders are using AI agents, document intelligence, and workflow automation to transform lending, underwriting, risk monitoring, and client engagement.

Download the AI Guide

Qore’s AI-driven platform aligns with our vision, elevating efficiency and innovation across the financial value chain.

Doug Hogan
President, TransPecos Banks, SSB
36%
Spreading & extraction time
47%
Manual document review effort
63%
Credit memo preparation time
Resources

Insights & Resources That Keep You Ahead

Stay ahead with the latest insights on AI, automation, and the future of financial services industry
Bank
July 29, 2026

The Future of Credit Union Lending: AI-Powered Automation

Press Releases
March 25, 2026

Uptiq Announces Strategic Investment from Curql to Accelerate AI Adoption Across Credit Unions

Guides
July 22, 2026

The Future of Equipment Finance: AI-Powered Automation

Start with one workflow

See what your next agent could do.

Bring us the workflow with the most drag. We’ll show you an agent running it.

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Powering the future of financial intelligence

The financial industry is evolving faster than ever, and modern institutions need smarter, faster systems to stay ahead. Uptiq's financial AI platform transforms complex financial operations into intelligent, automated workflows, reducing manual effort, improving decision accuracy, and delivering real-time visibility across every stage of the lending lifecycle. From credit operations to compliance, our financial AI is built to help institutions do more with the teams they already have.

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