Uptiq OperateAI

An assistant that knows your institution.

OperateAI answers from your products, policies and core data, and shows the source and version behind every answer.

How it works

One role, not a platform rollout. That is why it lands in weeks.

Point it at what you already have

Your product set, your policies and procedures, your core. It reads them in, keeps them versioned and makes sense of the messy parts.

Start with one role

Pick the team that feels the pain first. They get their questions, their data and only what their role is allowed to see.

Add the next role on the same floor

The knowledge, connections and controls from the first role carry straight to the next one. Nothing gets rebuilt.

Grounded. Answers come from your products, policies and core, not the open internet.

Provable. Every answer carries its source and the version in force at the time.

Governed. Role-aware access, full audit trail, and it runs in your own cloud.

What it actually knows

Your products

Rates, fees, terms and eligibility as they stand today, not as last year's PDF had them.

Your policies

The policy in force, the version it came from and the date it took effect.

Your account data

Balances, relationships and history, read across siloed systems with your roles applied.

Your performance

How the book is moving, with the query behind the number shown alongside it.

Bank-grade from the first question

OperateAI is the fastest way onto the Uptiq platform.

Knowledge

Knowledge Hub

Your products, policies and procedures, versioned, so every answer can name the source it came from.

Integrations

Data Gateway

100+ integrations ready to connect across core, LOS and CRM. PII is masked before anything reaches a model.

See all integrations

Inventory

Agent Registry

Every assistant and sub-agent inventoried, with its owner, its scope and the data it is allowed to reach.

AUTHORITY

Authority Grid and Evaluator

What each role may ask and act on, written down once and tested before anything reaches production.

GOVERNANCE

GovernAI

One place to see what every assistant did, who approved it and what an examiner would want to see.

Explore GovernAI

Runtime

Model Router and Model Services

Uptiq's own small language models for financial work, routed per task and running inside your own cloud.

Role-based engagement

Each role is personalized with the questions, sources and permissions that role needs on day one.

Executive

CEO and COO

Asks how the book is performing and gets the number with the query behind it.

Lending

Commercial and small business

Pulls the product, the policy and the borrower's file into one answer.

Operations

Deposit and loan operations

Answers fee, hold and exception questions from current procedures, not folklore.

Compliance

Compliance and audit

Finds the policy that was in force on a given date, with the version that proves it.

Service

Branch and contact center

Gives frontline staff the right product answer on the first call, without a transfer.

Credit

Credit and portfolio

Surfaces what moved in the portfolio this week and which files to look at first.

Built for regulated industries

General AI assistants search your documents with each user's permissions. OperateAI answers from your products, policies and core data, and shows where every answer came from.

General AI assistants

Searches the documents you can already open

Knows your files, not your product set or current policy

No reach into core, LOS or CRM data

Answers without a source or a version

Permissions follow the file, not the role

Nothing an examiner can review

Uptiq OperateAI

Answers from your products, policies and core data

Knows your product set and the policy in force

Reaches core, LOS and CRM through the Data Gateway

Cites the source and version behind every answer

Role- and access-aware by construction

Governed and examiner-ready from day one

The same floor underneath

The knowledge OperateAI builds is what your team builds on next in BuilderAI.

See BuildAI

Start with one role.

See OperateAI answer from your own products and policies in one call.

Book a Discovery Call

An assistant that knows your institution.

How it works

Point it at what you already have

Start with one role

Add the next role on the same floor

What it actually knows

Your products

Your policies

Your account data

Your performance

Bank-grade from the first question

Knowledge Hub

Data Gateway

Agent Registry

Authority Grid and Evaluator

GovernAI

Model Router and Model Services

Role-based engagement

CEO and COO

Commercial and small business

Deposit and loan operations

Compliance and audit

Branch and contact center

Credit and portfolio

Built for regulated industries

The knowledge OperateAI builds is what your team builds on next in BuilderAI.

Start with one role.

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

An assistant that knows your institution.

How it works

Point it at what you already have

Start with one role

Add the next role on the same floor

What it actually knows

Your products

Your policies

Your account data

Your performance

Bank-grade from the first question

Knowledge Hub

Data Gateway

Agent Registry

Authority Grid and Evaluator

GovernAI

Model Router and Model Services

Role-based engagement

CEO and COO

Commercial and small business

Deposit and loan operations

Compliance and audit

Branch and contact center

Credit and portfolio

Built for regulated industries

The knowledge OperateAI builds is what your team builds on next in BuilderAI.

Start with one role.

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

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