Open accounts start to finish, from identity verification to e-signature. No friction, no delay, no manual error. Your team spends less time on paperwork and more on relationships.










































Reduce paperwork, manual reviews, and repetitive data entry by automating the tasks required to open and fund new consumer accounts.


The agent uses two-factor verification via AWS SES or Twilio to confirm every applicant's identity before the application begins. This is followed by automated KYC screening via APS, verifying identity, screening against compliance requirements, and flagging any exceptions for manual review in real time.
The agent accepts a wide range of identity and supporting documents including government-issued IDs, utility bills, and other verification documents. Once uploaded, the agent reads, validates, and auto-populates required application fields automatically, eliminating manual data entry entirely.
A purpose-built set of consumer qualification questions gathers the information needed to evaluate each applicant. The agent then matches their responses against your full consumer deposit product catalog and recommends the most suitable account based on your institution's specific criteria.
Compliance is built into every step of the workflow, not added on top. Two-factor identity verification, APS-powered KYC screening, jurisdiction-specific disclosure acknowledgment, and configurable manual review triggers all run automatically, ensuring every application meets your regulatory requirements before it reaches your core system.
Once the application is complete and verified, the agent generates a fully populated agreement and delivers it to the applicant via DocuSign. The applicant signs in a single session, no printing, no scanning, and no manual follow-up required.
The moment the agreement is executed, the agent automatically creates a complete application in your core banking system. There is no manual re-entry, no processing delay, and no handoff required. The account is ready to activate immediately.
Most deployments are completed within days to a few weeks depending on integration complexity and workflow configuration. Uptiq manages the full implementation process, configuration, integration, and go-live, alongside your existing systems.
From discovery call to live deployment in five business days. Our team manages the entire implementation, configuration, integration, and go-live, alongside your existing systems. No replacement required. No lengthy rollout. Just results.

