Account Management Solutions

Give your attention to every relationship.

Proactive reviews, next best product, retention and servicing across every relationship you hold. On the team you have, the systems you run, and evidence your compliance team can replay.
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See what it covers

100%

Of the book covered, not the top decile

24 hrs

Document received to covenant breach detected

~100×

Lower cost per high-touch action, modelled
150+
Institutions Trust Uptiq
The solution areas

One relationship surface, every segment

01
Commercial
Commercial Solutions
Covenant and credit work that runs across the whole portfolio.
Operations
annual reviews, renewals, statement collection and treasury care
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Risk
covenant breaches caught within a day, early warning on every borrower
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02
Small business
Small Business Solutions
The segment too small to staff properly and too large to ignore, covered end to end.
Digital Banking Assistant
prepared reviews, next best product and retention signals on every client
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Operations
servicing, disputes and payment exceptions handled underneath
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Risk
cash-flow deterioration and credit signals surfaced while they are still fixable
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03
Consumer
Consumer Solutions
Volume servicing that never justified a person on every case, answered properly on each.
Operations
account maintenance, inquiries, disputes with Reg E timelines enforced, and card operations
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Where you are

Nine out of ten relationships never get a real review

Today

10%

of the book
With Uptiq

100%

of the book
A relationship manager carrying four hundred relationships runs a real review on about forty of them each quarter.
Attrition
Found in a month-end report
Flagged while it is still reversible
Servicing
Eats the week
Handled underneath
How it runs

The agent drafts and your people decide.

Agents watch the book, prepare the play and do the work underneath it.
Traceability by default
Extracted figures link to the source document, page and line.
Judgement is applied, not replaced
Approve, edit or decline. The same judgement, applied eight times as often.
It runs on flat headcount
Capacity, not headcount. The book grows against the team you have.
One relationship, one quarter
01
Deposit balances drift down three months running
02
Payroll now leaving for another institution
signal
03
Retention play drafted with the treasury option
04
Consent and UDAAP checked before it sends
Cleared
05
Relationship manager edits it and sends
2 minutes
06
Touch receipted, outcome tracked
Illustrative. The approval gates sit where your policy puts them.
For the CRO and the CCO

Bank-grade on every touch

Outreach at scale is a compliance question before it is a growth one.
Grounded
Purpose-bound consent
Data is used only for what the customer agreed to. The permission travels with the data.
Governed
Checked before it sends
Never-say list and UDAAP checks run before anything leaves. Reg E timelines enforced, not tracked.
Provable
Every touch receipted
What was said, to whom, under which rule and version. Sample and replay any population.
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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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