Automate document-heavy work across lending, deposits, onboarding, and operations.










































Across your bank, work still moves on PDFs and email attachments. Loan files, account applications, KYB/KYC packets, servicing requests. Your teams rekey the data by hand, and the backlog grows in every department.
Deploy solutions across front, middle, and back offices to automate manual, operational work.




Engages borrowers across channels, collects required documents, and pre-screens eligibility before a banker ever opens the file.
Spreads financials, applies credit policy, and produces a risk narrative with source citations, in minutes, not days.
Watches your entire loan portfolio after booking, tracking covenants, chasing documents, and alerting your team before risk becomes classified.
Handles KYB/KYC, document verification, and compliance checks across product types, delivering higher completion rates and faster activation.
Measurable impact from community and regional banks running Uptiq.
Uptiq integrates directly with your LOS, CRM, and servicing systems — enabling AI-driven automation without replacing your existing infrastructure. Your team continues working in familiar systems while AI handles execution in the background.
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."
Yes. Uptiq ships with pre-built connectors to Jack Henry, FIS, Fiserv, and Finastra, as well as major loan origination systems including nCino and Encompass. Structured data and decisions push directly into your systems of record, no manual re-entry, no rip-and-replace.
Your credit policy is configured into the agents at deployment. The Underwriting Agent applies your rules, risk thresholds, and documentation requirements to every file, and every decision includes a rationale tied back to your policy, not a black box output.
Uptiq is purpose-built for community and regional banks. The platform is sized to your book, priced to your budget, and deployed without the multi-year implementation timelines that enterprise vendors require. Most banks are live in under 30 days.
Every decision Uptiq produces is fully documented, with source citations, policy alignment, and a clear rationale attached to the file. Your examiners see a complete, auditable record for every credit decision, reducing exam prep burden and supporting fair lending compliance
Uptiq operates within your existing data governance and security requirements. Borrower data is processed to complete the workflow and is not used to train shared models. Data handling terms are defined in your agreement and can be structured to meet your institution's specific compliance requirements.
single agent deploys in as few as five business days. The full suite, intake, underwriting, credit memo, and monitoring, typically goes live within 30 days. Uptiq handles policy configuration, integration setup, and testing. No internal IT project required.
Start with one agent or deploy the full suite. Either way, our team handles scoping, configuration, and go-live. Most banks running a single agent are live in five business days. Most multi-agent deployments are in production within 30 days.

