Real

Expertise

Results

Run operational work on agents. Run your institution on judgment.

Uptiq's AI agents handle the operational work of banking and lending, so your team can focus on decisions and relationships. They run on Qore, the AI platform built for financial services.

AI DIGITAL WORKERS FOR

Banks

Credit Unions

Equipment Finance

Private Credit

Wealth Firms

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Explore the Agent Marketplace

150+

Institutions Trust Uptiq

An AI workforce for every area of your institution

Pre-built, domain-trained agents unlock speed, scale, and governance without replacing the systems you already operate.

Customer Growth

Activate revenue across prospecting, onboarding, and relationship expansion, without adding headcount.

Digital Business Banker Business Deposit Account Opening Agent

Onboarding & Origination

Move from intake to decision to close with compliant credit execution at every step.

Intake Superagent Underwriting Superagent

Operations

Scale portfolio oversight, exception handling, and ongoing monitoring with intelligence built in.

Continuous Monitoring Superagent Covenant Analysis Agent

Qore: The intelligence layer for financial services

Qore is the AI platform under every Uptiq agent. It connects to your existing stack with no rip-and-replace required, so teams deploy purpose-built agents fast.Lending and credit run on Qore today, and the same model extends front, middle, and back office, on infrastructure your risk and compliance teams can stand behind.

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Security & Governance: Built for Audit From Day One

Uptiq was built for the people who have to answer to a regulator. Every agent runs on infrastructure your risk, compliance, and audit teams can verify, not just trust.

Auditability

Every agent action is logged with a traceable decision trail

Governance

Agents operate inside your policies, with role-based controls and human checkpoints

Explainability

see why an agent reached a conclusion, in plain language, citation-backed

See a single deal move  
through your AI workforce.

Here's one commercial loan, from application to decision. Every step in gray is agent work that used to sit on a person's desk. The step in color is where your team still owns the call.

Intake

Intake Superagent

Documents ingested, classified, and validated against policy, no manual sorting

Financials

Underwriting Superagent

Financials extracted and spread, exceptions flagged

Credit memo

Underwriting Superagent

Draft memo assembled from spread data and policy

Credit decision

Your credit team

The human judgment call, now made faster, with cleaner inputs

Monitoring

Continuous Monitoring Superagent

Covenants tracked, risk changes surfaced automatically post-close

The agents do the work. Your people make the decisions and build the relationships.

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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.

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Real Results. Real Impact

Numbers don't lie. See how teams are transforming their operations with Uptiq.

"As a leading infrastructure bank, we power the fintech and payments ecosystem daily. Qore's AI-driven platform aligns with our vision, elevating efficiency and innovation across the financial value chain—essential infrastructure for next-generation financial services."