Transform Financial Service with AI Agents

The world’s first AI Agent Marketplace for Banks, Wealth Firms, Brokers and Fintechs. Buy, deploy, and automate financial workflows instantly – just like installing an app.

Transform Financial Service with AI Agents

The world’s first AI Agent Marketplace for Banks, Wealth Firms, Brokers and Fintechs. Buy, deploy, and automate financial workflows instantly – just like installing an app.

AI Agent for every FinServ Functions

Popular Agents with businesses.

LOAN PLACEMENT AGENT

Leverage AI-driven loan solutions to effortlessly match and place credit solutions to meet your client's liquidity needs.

Fin Tech

Banking

Insurance

BUSINES CLIENT AGENT

Leveraging AI to provide advisors with deep business insights, enabling proactive strategies and stronger client relationships.

Fin Tech

Banking

Insurance

COMM. LOAN ORIGIONATION AGENT

An agent that accelerates loan approvals by analyzing financial data for precise decisions.

Fin Tech

Banking

Insurance

COVENANT TRAKING

Leveraging AI to better monitor and manage commercial loan covenants.

Fin Tech

Banking

Insurance

MORTGAGE LOAN PROCESSOR

AI-powered automation for faster mortgage approvals, accuracy, compliance, and a seamless experience.

Real Estate Finance

Banking

Lending

CLIENT ENGAGEMENT AGENT

Enhance client engagement with AI-driven insights, personalization, and improved efficiency with high accuracy.

Fin Tech

Banking

Insurance

MITTING MANAGER

AI-powered assistant that helps you track, summarize, and schedule meetings effortlessly.

Other

Banking

Insurance

CLIENT ENGAG. AGENT (BUS.)

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Banking

Wealth Management

DEBT ANALYSIS & CREDIT SCORE SIM.

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Lending

Credit Unions

EMPLOYEE ONBOARDING AGENT

Analyze credit utilization and simulate credit score impacts for businesses.

Other

Lending

Credit Unions

FP&A AGENT

Automate financial analysis, reporting, and scenario planning for data-driven decisions.

Finansial Accounting & Audit

Investment Management

Capital Markets

INVENTORY & SUPPLY CHAIN MANAGEMENT AGENT

Monitor stock levels, forecast demand, and optimize inventory management.

Other

Lending

Credit Unions

CUSTOMER ANALYSIS AGENT

Analyze customer feedback, provide sentiment insights, and track performance metrics.

Fin Tech

Banking

Wealth Management

ACCOUNT RECEIVABLE 
AGENT

Automate invoice tracking, payment reminders, and predict potential payment delays.

Lending

Banking

Payments

ACCOUNT PAYABLE AGENT

Manage invoice processing, payment scheduling, and financial reconciliation with AI.

Lending

Banking

Payments

CREDIT PRODUCT OFFER 
AGENT

Analyze financial data to recommend the best credit products for customers.

Lending

Fin Tech

Credit Unions

TALENT ACQUISITION
AGENT

Screen resumes, match candidates, and streamline hiring processes with AI.

Other

Fin Tech

Credit Unions

CUSTOMER SUPPORT
AGENT

Handle customer inquiries, manage support tickets, and analyze sentiment with AI.

Banking

Fin Tech

Insurance

EMPLOYEE SCHEDULING AGENT

Optimizes employee schedules and task assignments based on availability, workload, skills, and deadlines.

Other

Fin Tech

Insurance

VENDOR CREDIBILITY CHECK (BUS.)

Assess vendor trustworthiness using business reports and credit data.

Financial Accounting & Audit

Fin Tech

Banking

DATA ANALYSIS AGENT

Generate financial reports and insights using AI-powered data analysis.

Investment Management

Financial Data Providers

Capital Markets

LOAN PLACEMENT AGENT

Leverage AI-driven loan solutions to effortlessly match and place credit solutions to meet your client's liquidity needs.

Fin Tech

Banking

Insurance

BUSINES CLIENT AGENT

Leveraging AI to provide advisors with deep business insights, enabling proactive strategies and stronger client relationships.

Fin Tech

Banking

Insurance

COMM. LOAN ORIGIONATION AGENT

An agent that accelerates loan approvals by analyzing financial data for precise decisions.

Fin Tech

Banking

Insurance

COVENANT TRAKING

Leveraging AI to better monitor and manage commercial loan covenants.

Fin Tech

Banking

Insurance

MORTGAGE LOAN PROCESSOR

AI-powered automation for faster mortgage approvals, accuracy, compliance, and a seamless experience.

Real Estate Finance

Banking

Lending

CLIENT ENGAGEMENT AGENT

Enhance client engagement with AI-driven insights, personalization, and improved efficiency with high accuracy.

Fin Tech

Banking

Insurance

CLIENT ENGAG. AGENT (BUS.)

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Banking

Wealth Management

CUSTOMER ANALYSIS AGENT

Analyze customer feedback, provide sentiment insights, and track performance metrics.

Fin Tech

Banking

Wealth Management

ACCOUNT RECEIVABLE AGENT

Automate invoice tracking, payment reminders, and predict potential payment delays.

Lending

Banking

Payments

ACCOUNT PAYABLE AGENT

Manage invoice processing, payment scheduling, and financial reconciliation with AI.

Lending

Banking

Payments

CUSTOMER SUPPORT AGENT

Handle customer inquiries, manage support tickets, and analyze sentiment with AI.

Banking

Fin Tech

Insurance

VENDOR CREDIBILITY CHECK (BUS.)

Assess vendor trustworthiness using business reports and credit data.

Financial Accounting & Audit

Fin Tech

Banking

FP&A AGENT

Automate financial analysis, reporting, and scenario planning for data-driven decisions.

Finansial Accounting & Audit

Investment Management

Capital Markets

DATA ANALYSIS AGENT

Generate financial reports and insights using AI-powered data analysis.

Investment Management

Financial Data Providers

Capital Markets

LOAN PLACEMENT AGENT

Leverage AI-driven loan solutions to effortlessly match and place credit solutions to meet your client's liquidity needs.

Fin Tech

Banking

Insurance

BUSINES CLIENT AGENT

Leveraging AI to provide advisors with deep business insights, enabling proactive strategies and stronger client relationships.

Fin Tech

Banking

Insurance

COMM. LOAN ORIGIONATION AGENT

An agent that accelerates loan approvals by analyzing financial data for precise decisions.

Fin Tech

Banking

Insurance

COVENANT TRAKING

Leveraging AI to better monitor and manage commercial loan covenants.

Fin Tech

Banking

Insurance

CLIENT ENGAGEMENT AGENT

Enhance client engagement with AI-driven insights, personalization, and improved efficiency with high accuracy.

Fin Tech

Banking

Insurance

CUSTOMER SUPPORT AGENT

Handle customer inquiries, manage support tickets, and analyze sentiment with AI.

Banking

Fin Tech

Insurance

FP&A AGENT

Automate financial analysis, reporting, and scenario planning for data-driven decisions.

Finansial Accounting & Audit

Investment Management

Capital Markets

DATA ANALYSIS AGENT

Generate financial reports and insights using AI-powered data analysis.

Investment Management

Financial Data Providers

Capital Markets

MORTGAGE LOAN PROCESSOR

AI-powered automation for faster mortgage approvals, accuracy, compliance, and a seamless experience.

Real Estate Finance

Banking

Lending

DEBT ANALYSIS & CREDIT SCORE SIM.

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Lending

Credit Unions

ACCOUNT RECEIVABLE AGENT

Automate invoice tracking, payment reminders, and predict potential payment delays.

Lending

Banking

Payments

ACCOUNT PAYABLE AGENT

Manage invoice processing, payment scheduling, and financial reconciliation with AI.

Lending

Banking

Payments

CREDIT PRODUCT OFFER AGENT

Analyze financial data to recommend the best credit products for customers.

Lending

Fin Tech

Credit Unions

LOAN PLACEMENT AGENT

Leverage AI-driven loan solutions to effortlessly match and place credit solutions to meet your client's liquidity needs.

Fin Tech

Banking

Insurance

BUSINES CLIENT AGENT

Leveraging AI to provide advisors with deep business insights, enabling proactive strategies and stronger client relationships.

Fin Tech

Banking

Insurance

COMM. LOAN ORIGIONATION AGENT

An agent that accelerates loan approvals by analyzing financial data for precise decisions.

Fin Tech

Banking

Insurance

COVENANT TRAKING

Leveraging AI to better monitor and manage commercial loan covenants.

Fin Tech

Banking

Insurance

CLIENT ENGAGEMENT AGENT

Enhance client engagement with AI-driven insights, personalization, and improved efficiency with high accuracy.

Fin Tech

Banking

Insurance

DEBT ANALYSIS & CREDIT SCORE SIM.

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Lending

Credit Unions

CUSTOMER ANALYSIS AGENT

Analyze customer feedback, provide sentiment insights, and track performance metrics.

Fin Tech

Banking

Wealth Management

CREDIT PRODUCT OFFER AGENT

Analyze financial data to recommend the best credit products for customers.

Lending

Fin Tech

Credit Unions

CUSTOMER SUPPORT AGENT

Handle customer inquiries, manage support tickets, and analyze sentiment with AI.

Banking

Fin Tech

Insurance

DATA ANALYSIS AGENT

Generate financial reports and insights using AI-powered data analysis.

Investment Management

Financial Data Providers

Capital Markets

DEBT ANALYSIS & CREDIT SCORE SIM.

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Lending

Credit Unions

CREDIT PRODUCT OFFER AGENT

Analyze financial data to recommend the best credit products for customers.

Lending

Fin Tech

Credit Unions

DATA ANALYSIS AGENT

Generate financial reports and insights using AI-powered data analysis.

Investment Management

Financial Data Providers

Capital Markets

MORTGAGE LOAN PROCESSOR

AI-powered automation for faster mortgage approvals, accuracy, compliance, and a seamless experience.

Real Estate Finance

Banking

Lending

FP&A AGENT

Automate financial analysis, reporting, and scenario planning for data-driven decisions.

Finansial Accounting & Audit

Investment Management

Capital Markets

VENDOR CREDIBILITY CHECK (BUS.)

Assess vendor trustworthiness using business reports and credit data.

Financial Accounting & Audit

Fin Tech

Banking

ACCOUNT RECEIVABLE AGENT

Automate invoice tracking, payment reminders, and predict potential payment delays.

Lending

Banking

Payments

ACCOUNT PAYABLE AGENT

Manage invoice processing, payment scheduling, and financial reconciliation with AI.

Lending

Banking

Payments

CLIENT ENGAG. AGENT (BUS.)

Automate client interactions, meeting scheduling, and CRM data processing.

Fin Tech

Banking

Wealth Management

CUSTOMER ANALYSIS AGENT

Analyze customer feedback, provide sentiment insights, and track performance metrics.

Fin Tech

Banking

Wealth Management

MITTING MANAGER

AI-powered assistant that helps you track, summarize, and schedule meetings effortlessly.

Other

Banking

Insurance

EMPLOYEE ONBOARDING AGENT

Analyze credit utilization and simulate credit score impacts for businesses.

Other

Lending

Credit Unions

INVENTORY & SUPPLY CHAIN MANAGEMENT AGENT

Monitor stock levels, forecast demand, and optimize inventory management.

Other

Lending

Credit Unions

TALENT ACQUISITION AGENT

Screen resumes, match candidates, and streamline hiring processes with AI.

Other

Fin Tech

Credit Unions

EMPLOYEE SCHEDULING AGENT

Optimizes employee schedules and task assignments based on availability, workload, skills, and deadlines.

Other

Fin Tech

Insurance

Want a Custom AI Agent for Your Firm?

Use Uptiq’s Agent Studio to build and train custom AI agents tailored to your workflows.

  • No-code & low-code options
  • API-ready & scalable
  • Pre-trained finance models
Get Early Access

Build Custom AI Agents for Your Financial Org

Plug & Play AI Agents

No complex integrations, deploy instantly.

Secure & Complian

Enterprise-grade security with regulatory compliance built-in.

Customizable

Fine-tune agents to your specific workflow needs.

Seamless API & App Integration

Works with your existing core banking
& wealth platforms.

Pre-Trained for Finance

AI agents built for underwriting, risk, compliance, customer service & more.

Seamless API & App Integration

Works with your existing core banking
& wealth platforms.

Pre-Trained for Finance

AI agents built for underwriting, risk, compliance, customer service & more.

How It Works

Browse & select an AI Agent from the Uptiq Marketplace.

Step 1

Connect your data & customize the agent’s workflows.

Step 2

Deploy & automate instantly – no engineering required!

Step 3

Build Custom AI Agents for Your Financial Org

Feature

Benefit

Plug & Play AI Agents
No complex integrations, deploy instantly.
Pre-Trained for Finance
AI agents built for underwriting, risk, compliance, customer service & more.
Secure & Complian
Enterprise-grade security with regulatory compliance built-in.
Customizable
Fine-tune agents to your specific workflow needs.
Seamless API & App Integration
Works with your existing core banking & wealth platforms.

How It Works

Step 1

Browse & select an AI Agent from the Uptiq Marketplace.

Step 2

Connect your data & customize the agent’s workflows.

Step 3

Deploy & automate instantly – no engineering required!