Uptiq Console

Describe the work. Build an agent your team can use.

Build agents and apps for your institution in plain language. Financial skills, knowledge, integrations, and document AI bring everything you need together to build bank-grade AI.

Build an intake agent for SBA 7(a) applications. Check each packet against our document checklist and flag what is missing.

Project · Commercial lending

Build it

Make a portal where small business borrowers upload their documents and see what is still needed, in our brand.

Project · Commercial lending

Build it

Every morning, check our commercial borrowers for covenant breaches and send the credit team a list to review.

Project · Commercial lending

Build it

Give branch staff a chat that answers deposit policy questions from our current procedures manual, with the source for each answer.

Project · Commercial lending

Build it

Console builds:

Agent

Knowledge base

Document AI checks

150+

Institutions Trust Uptiq

How it works

STEP 1

Describe it

Say what you need in plain language. Console plans the work and builds it.

STEP 2

Test it

Try it on your own documents and policies. Fix what's off before anyone relies on it.

STEP 3

Share it with your team

Publish it to the people who need it, behind your sign-on, with every action logged.

What you can build

Four building blocks. Use one, or combine them.

Agents

Do the prep work: collect documents, check them, draft the summary.

Apps

Give borrowers, members and bankers a screen to work in, in your brand.

Knowledge bases

Your policies and procedures, versioned, so agents answer from your rules.

Flows

Fixed, step-by-step processes that run the same way every time.

Everything you need to build, already in place

No stitching tools together. Every build starts with these six pieces ready to go.

Integrations

Data Gateway

100+ integrations ready to connect. Connect once and every agent and app can use it. Add any MCP server or API.

Explore Data Gateway

Your policies

Knowledge

Policies, procedures and rate sheets synced from where they live. Versioned, so agents answer from your current rules.

What agents can do

Financial Skills

Ready-made skills for financial work, from reading documents to running analysis and calling your systems. Add your own anytime.

Explore Financial Skills

Head start

Prebuilt agents and sub-agents

50+ agents for banks and credit unions. Agents can hand work to other agents, so you reuse what already works.

Browse prebuilt agents

Documents

Document AI

150+ financial document types classified, extracted and checked, with certified accuracy per document type.

Explore Document AI

Built in

Governance

Sign-on, roles, data masking and a full audit trail on everything you build, set in Control Center.

See Control Center

Book a discovery call

See all six working together on your own documents.

Start from a ready-made agent

50+ agents and 190 sub-agents for financial institutions. Launch one, then make it yours.

Browse all agents

Lending

Commercial loan origination

Gathers and checks the file so the lender starts with a complete picture.

Onboarding

Consumer deposit account opening

Guides new customers and members through opening an account.

Growth

Abandoned application follow-up

Finds stalled applications and lines up the next touch.

Compliance

KYC, CDD and EDD

Keeps customer due diligence current and flags what needs review.

Credit

Loan review and credit QA

Reviews loan files against your policy and surfaces exceptions.

Service

Complaint handling and resolution

Sorts complaints, drafts responses and tracks them to close.

Built for regulated industries

Other AI builders get you a demo. Console gets you something your whole team can use on Monday.

General AI builders

A prototype on one laptop

Knows the internet, not your policies

No sign-on, roles or audit trail

Your security team says no

Uptiq Console

Shared with your team from day one

Answers from your products and policies

Your sign-on, roles and a full audit trail

Deploys in your own cloud

Governed by default

Everything you build follows the rules your risk team sets once in Control Center.

See Control Center

Describe the work. Build an agent your team can use.