Products

AI Workbench for Financial Services

Platform Overview

Commercial Banking & Lending Suite

Streamline Lending with AI

Credit Intake Superagent

Credit Underwriting Superagent

Credit Monitoring and Covenant Superagent

SMB Digital Banking
Suite

Automate SMB Lending Workflows

SMB Acquisition and Upsell Superagent

Agentic LOS for SMBs

SMB Health Dashboard

Wealth Management Suite

Simplify Advisor Workflows with AI

Client Onboarding Superagent

Advisor Lending Superagent

1st in the industry

Native Financial Skills

Document AI Policy and Workflow Control Financial Spreading & Analysis Unified User Interface Data Analysis & Insights

100+

Financial Integrations

Banks & Credit Unions

Automate lending workflows to enhance efficiency and ensure compliance.

Equipment Finance

Speed credit decisions and reduce document processing time.

Empower advisors with fast credit access and seamless automation.

Simplify submission and accelerate funding for your clients.

Non-Bank Lenders

Scale originations and servicing with smart, turnkey automation.

Registered Investment Advisors

Deliver lending services that preserve AUM, impress clients, and drive engagement.

Agents

Automate complex financial workflows with AI-powered agents built for speed and scale.

Developer

Build, test, and deploy AI FinServ agents with zero setup and full control.

University

Master AI in Financial Service with guided tutorials, agent playbooks, and real-world use cases.

Resources

FinServ AI Lab

Build, test, and deploy AI-powered workflows that simplify finserv workflows

Explore technical guides, API references, and agent tutorials to build confidently with Uptiq AI.

Enterprise-grade security and compliance built for the financial services you can trust.

Learn & Rebuild

Insights, trends, and expert opinions on AI in financial services.

⁠⁠Case Studies

Real-world success stories of businesses accelerating with Uptiq AI.

Company

Trust & Security

We believe that the financial industry can and should do better.

Uptiq vs Competitors

See how Uptiq stacks up against other platforms in speed, scale, and value.

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Guides

Explore Our Guides

Agentic AI - The Future of Financial Services

The AI Platform for Financial Services

Company

About Us Uptiq Vs Other AI Platforms Trust Center

Policies

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United States

7300 State Hwy 121, Suite 300, McKinney TX 75070

India

WeWork Futura, Magarpatta Rd, Kirtane Baugh, Magarpatta, Hadapsar, Pune, Maharashtra 411028

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