Agent

SMB Dashboard Analytics

Your best clients stay, grow, and bank more with you.

Embedded toolkit inside your web and mobile banking. Turn 100+ data sources into real-time insights, credit monitoring, and next-best offers.

Book a Discovery Call

Intake Agent

Running

150+

Institutions Trust Uptiq

Turn SMB Data Into Growth Opportunities

Bring together transaction, accounting, banking, payroll, and business performance data into a single view that helps business owners make better decisions while helping your institution deepen relationships and grow wallet share.

Real-Time KPI & Cash Flow Visualization

Provides real-time visibility into business performance through live financial and operational dashboards.

Tracks cash flow, revenue, and liquidity metrics automatically.

Consolidates data from banking, accounting, and business systems.

Transforms operational data into actionable business insights.

Contextual Cross-Sell & Product Recommendation

Identifies growth opportunities and delivers relevant financial recommendations based on business activity.

Recommends products based on real-time business performance and needs.

Generates proactive alerts to support timely financial decisions.

Delivers personalized offers instead of broad marketing campaigns.

RM Copilot & Churn Risk Detection

Equips relationship managers with portfolio insights to strengthen relationships and reduce attrition.

Detects early warning signs of churn and declining engagement.

Highlights growth opportunities across the client portfolio.

Enables proactive, insight-driven client conversations.

Book a Demo

Explore Agent Marketplace

What You See in Practice

Higher Retention

Clients who engage with personalized insights stay materially longer, protecting your highest-value relationships.

15%

More Products per Client

Timely, relevant next-best offers turn engagement into deeper, more profitable relationships.

20%

Deposit Growth

External-account targeting wins deposits previously held away at other institutions.

Works Seamlessly with the Rest of Your Stack

Intake Agent

Automates application intake to ensure accurate and complete borrower files.

Explore

Continuous Monitoring Agent

Provides continuous oversight of borrower health, risk exposure, and covenant status.

Explore

Integration

Connects lending workflows across existing systems and third-party providers.

Explore

Documents Supported

Supports financial, compliance, and credit review documentation.

Explore

Frequently Asked Questions

Ready to deploy SMB Dashboard Analytics?

Our team handles scoping, configuration, and go-live. No rip-and-replace of existing systems required and you can test it live via our pilot environment first.

Book a Discovery Call

Read the deployment guide

Your best clients stay, grow, and bank more with you.

Turn SMB Data Into Growth Opportunities

Real-Time KPI & Cash Flow Visualization

Contextual Cross-Sell & Product Recommendation

RM Copilot & Churn Risk Detection