Uptiq Launches AI Workbench Developer Edition to Power AI Agents for Financial Services

Dallas, TX – February 11, 2025 – Uptiq proudly announces the launch of the Developer Edition of the AI Workbench, a cutting-edge platform designed to empower developers in creating AI Agents and Agentic applications for the financial services industry. This new release offers low-code/no-code tools, an LLM-agnostic framework, and enterprise-grade security to accelerate AI innovation in banking, wealth management, and lending.

Transforming Financial Services with AI Agents‍

The AI Workbench Developer Edition provides financial services developers with a robust environment for building AI-driven solutions. It supports over 16 Large Language Models (LLMs), including a library of fine-tuned models for wealth, banking, lending, and capital markets industry verticals. The platform enables developers to:

• Create and Configure AI Agents – Design, fine-tune, and deploy custom AI agents tailored to financial workflows, including commercial lending, credit underwriting, and customer service automation.
• Utilize a Low-Code/No-Code Workflow Builder – Easily design complex business workflows using preset nodes for data integrations, user interactions, and AI-powered decision-making.
• Leverage a Pre-Built Data Gateway – Access a library of pre-configured integrations with financial data sources, ensuring seamless connectivity with banking, credit bureaus, and accounting platforms.
• Implement RAG (Retrieval-Augmented Generation) – Convert structured and unstructured financial documents into usable AI knowledge, enhancing decision-making capabilities.
• Ensure Enterprise-Grade Security & Compliance – Built-in features like hallucination control, PII masking, and compliance monitoring provide financial institutions with the highest level of AI governance.
• Leverage Quick Create Agent Capability – One of the most innovative features of the Developer Edition, this allows users to rapidly create AI agents with minimal setup, streamlining development and deployment. This feature enables developers to quickly build agents for tasks such as summarizing loan documents, extracting critical information like interest rates, payment dates, and loan amounts, and providing user-friendly summaries to clients.
• Monetize Innovation with the Agent Store – Developers can leverage the Agent Store to commercialize their AI solutions, making their AI agents available to a growing network of over 300 financial institutions using the Uptiq Platform. This provides a unique opportunity for developers to market their innovations to a rapidly expanding customer base.
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A LLM-Agnostic, Customizable AI Development Platform‍

The AI Workbench is LLM-agnostic, giving developers flexibility in choosing the best AI models for their specific use case. The Model Hub allows seamless switching between models, while fine-tuning options ensure industry-specific performance.

The Developer Edition was beta-tested by a closed group of 100+ agent builders and engineers. Following this successful phase, Uptiq now has a waitlist of over 1,000 developers eager to gain access to the platform and build innovative AI agents for financial services.

"The AI Workbench Developer Edition is a game-changer for financial services AI development. It provides a secure, scalable, and highly customizable environment where developers can build next-generation AI agents without needing deep ML expertise,” said Snehal Fulzele, CEO of Uptiq.
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Availability

The Developer Edition of AI Workbench is now generally available for partners and enterprises. Developers interested in building financial AI agents can access the Uptiq platform.

About UPTIQ:‍

Uptiq delivers an Enterprise AI Platform for Banking, Wealth Management, and Fintech industries. By combining cutting-edge AI technology with compliant solutions, Uptiq helps financial institutions modernize their services, enhance operational efficiency, and deepen client relationships. With a particular emphasis on delivering reliable, accurate AI outputs, Uptiq’s technology is designed to avoid common LLM pitfalls like hallucinations, making it a trusted partner for highly regulated industries.

‍After years of development and refinement, Uptiq has successfully processed over $1 billion in financial transactions, proving the platform’s impact and reliability in handling complex financial transactions.

With over $20M in equity funding and a team of industry veterans, Uptiq is positioned at the forefront of the AI revolution in financial services.