Real

AI

Expertise

Results

AI

The AI Platform for Financial Services

Your processes. Fully managed by intelligent, autonomous agents.

Trusted by Leading Financial Institutions

From Manual to Autonomous

Workflow Execution

Decision-Making

Risk & Compliance

Client Experience

Manual

Siloed tools and manual processes slow teams down
Fixed-rule software and fragmented data delay decisions
Risk is managed reactively, only after issues arise
Disjointed systems lead to fragmented client experiences

AI automates routine tasks - freeing teams to focus on high-value work
Intelligent agents surface real-time insights to drive faster, smarter decisions
Proactive monitoring improves oversight and helps mitigate risk before it escalates
Unified platform delivers seamless, consistent experience for clients and staff

Institutions that hesitate risk falling behind not just in tech, but outcomes. Uptiq helps you move the way you move, just faster and smarter.

Built for Day-One Impact. Ready for Scale.

We’ve sat in your seat—that’s why we built Uptiq.

Designed by financial industry veterans, our platform blends deep domain expertise with advanced Al to streamline processes and drive outcomes across every financial workflow.

Agentic Apps

Turnkey AI Apps automate end-to-end lending, banking, and wealth workflows and integrate seamlessly with existing systems without disruption.

AI Workbench

Your no-code, no-hassle platform for deploying and scaling AI-powered workflows to support and evolve with you

Real AI, Solving Real Financial Workflows

Whether you're streamlining underwriting or scaling hyper-personalized wealth management, Uptiq's Agentic Apps are built to drive impact - fast. Here's a preview of how institutions are using Uptiq today.

Lending Solutions

A new era in loan origination. Accelerate approvals. Reduce manual work. Strengthen oversight.

Intake App

Intelligent application collection, extraction and verification.

50%

fewer data-entry errors

Credit Processing App

Automated spreading and credit memo generation.

60%

faster underwriting

Credit Servicing & Monitoring App

Efficient, real-time loan oversight and proactive health management.

30%

less time on covenant checks

Wealth Management Solutions

Streamline processes. Free up advisor time. Unlock new revenue opportunities.

Loan Placement App

Matches clients to custom loan solutions via AI-powered workflows.

Empowers advisors to be clients’ first credit call.

Client Onboarding App

Digital intake, e-agreements, and document collection.

50%

faster onboarding with near-zero compliance gaps

Insurance Review App

Extracts coverage details and flags gaps from policy PDFs

70%

faster reviews to support 30% more client meetings

Want to see what’s possible for your team?

Explore All Solutions

Getting Started is Easy. Why Wait?

1

Book a Demo

See how Uptiq can unlock impact in 30 days or less.

2

Choose Turnkey Agentic Apps

Work with experts to deploy pre-built AI solutions for onboarding, lending, credit analysis, monitoring, and more.

3

Scale with the AI Workbench

Use our no-code platform to extend and adapt automation across your entire organization—at your own pace.

Why Uptiq Is the #1 AI Platform of Choice for Financial Services

Created by financial experts

We combine deep industry knowledge with technology expertise to create AI solutions that truly work for your business.

Purpose-built for your domain

From compliance to integrations, our platform is purpose-built for the complexity of regulated financial services.

Delivering turnkey solutions

Our Agentic Apps deliver real results fast—out of the box and without disruption to your current systems.

On a platform made to scale

The Uptiq Workbench gives you the tools to expand, customize, and evolve your AI workflows as your business grows.

2025

Best Agentic AI Platform

Synnex's India Banking Summit 2025

2025

Best AI Solution

Banking Tech Awards USA 2025

Explore More from Uptiq

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The Future of AI in Financial Services: Trends to Watch