Document AI feeds Qore structured, validated data from 150+ financial document types. Classification, extraction, and verification run before a person ever sees a value.
Every action checked against your rules before it runs.
Explainable
Every decision carries its rule, source, and sign-off.
Governance checks every action against your rules before it runs, and logs it so every decision carries its rule, source, and sign-off.
Qore
The AI platform
Connected
Works inside your existing systems in real time.
Institution-aware
Grounded in your products, policies, and pricing.
Governed
Every action checked against your rules before it runs.
Explainable
Every decision carries its rule, source, and sign-off.
Knowledge grounds Qore in your institution: products, policies, pricing, and procedures, so answers reflect how you actually opera
Qore
The AI platform
Connected
Works inside your existing systems in real time.
Institution-aware
Grounded in your products, policies, and pricing.
Governed
Every action checked against your rules before it runs.
Explainable
Every decision carries its rule, source, and sign-off.
Governance
AI your examiners can walk through
The question is never whether AI can do the work. It is whether you can prove the work was done right. Uptiq is built so the answer is always yes.
Checked before it acts
Actions are validated against your policies before they execute. Anything outside the rules is stopped, with the reason on record.
One authority model
Humans and agents operate under the same roles and permissions. Separation of duties and approval thresholds apply to everyone doing the work.
Audit trail on everything
Every action links to the policy, the source, and the sign-off behind it. Replay the record in minutes, not weeks.
Adopting AI should strengthen your risk posture, not stretch it. Governed agents give you more control than the manual status quo, not less.
Financial Skills
Pre-built financial expertise, ready to compose
Skills are the reusable capabilities every agent draws on. Built for financial services, tested in production, shared across every workflow. Compose them into agents in minutes, or extend the library with your own.
Plugs into your stack. No rip and replace required.
Uptiq works over the systems you already run, not a new core. Your core stays the system of record. Agents read from and act across your systems through 100+ pre-built connectors.
A catalog of 50+ pre-built agents covering the work of the institution. Intake, underwriting, onboarding, monitoring, servicing, growth. Each one ships production-ready and governed by default.
STEP 1
Choose the work
Start where volume and value are highest. Most institutions start with intake or origination.
STEP 2
Ground it in your institution
The agent is configured to your products, policies, and systems. You confirm what is true. You do not build from scratch.
STEP 3
Deploy and expand
The agent goes live inside your existing process, with your team in control. Each additional agent deploys faster on the same foundation.
Frontier models are remarkable and your institution should benefit from them. But a general AI tool was not built to operate inside a regulated financial institution.
General AI tools
Uptiq
Knows your institution
Trained on the internet. No knowledge of your products or policies.
Grounded in your institution's products, rules, and disclosures.
Governance
Guardrails you hope hold. Nothing checks the action.
Every action validated against your policies before it executes.
Explainability
"The model said so."
Every decision traces to the rule, the source, and the sign-off.
Data
Prompts and document copies scattered across tools.
Your data stays in your systems of record. Agents reference, never harvest.
Model strategy
Locked to one vendor's model.
Model-agnostic. Route every task to the best model, swap as the market moves.
Economics
Every call hits a frontier model. The bill scales with usage.
Right-sized models per task. Cost falls as efficient models improve.
General AI makes an individual faster. Uptiq makes the institution faster, with the control a regulator expects.
Resources
Insights & Resources That Keep You Ahead
Stay ahead with the latest insights on AI, automation, and the future of financial services industry
