Streamline lending, digital banking, and wealth operations with enterprise-grade AI — in weeks, not years.
Building enterprise-grade AI in financial services sounds simple — until you try. Legacy systems, compliance rules, and disconnected tools make it slow, costly, and risky.
Pre-trained for lending, compliance, and wealth management.
Kickstart with proven workflows and AI agent blueprints.
Connect instantly with 100+ core banking and wealth platforms.
With Uptiq, you don’t need to be an AI expert. You just need the right platform.
Uptiq’s agents come with pre-trained financial skills, so they understand the complexity of credit, compliance, and wealth operations from day one. That means faster deployment, fewer edge cases, and AI that actually speaks the language of your institution.
Automate extraction from borrower financials, KYC forms, and compliance docs.
Deploy production-ready AI-powered financial applications instantly. Each app comes with enterprise-grade security, compliance features, and intelligent automation.
Turnkey AI agents purpose-built for banks and credit unions. Collapse loan cycles, cut costs, and expand client trust.
Purpose-built agents for SBA and USDA loans that simplify applications, ensure compliance, and speed up approvals.
AI agents for mortgage, merchant cash advance, and cashflow lending — helping you scale retail portfolios with speed and precision.
Turnkey AI agents purpose-built for banks and credit unions. Collapse loan cycles, cut costs, and expand client trust.
Purpose-built agents for SBA and USDA loans that simplify applications, ensure compliance, and speed up approvals.
AI agents for mortgage, merchant cash advance, and cashflow lending — helping you scale retail portfolios with speed and precision.
Turnkey AI agents purpose-built for banks and credit unions. Collapse loan cycles, cut costs, and expand client trust.
Purpose-built agents for SBA and USDA loans that simplify applications, ensure compliance, and speed up approvals.
AI agents for mortgage, merchant cash advance, and cashflow lending — helping you scale retail portfolios with speed and precision.
Uptiq connects seamlessly with your existing technology stack — from core banking systems to CRMs and wealth platforms. With 100+ integrations ready, deployment is frictionless, and your teams don’t need to reinvent processes or workflows.
Your clients trust you with their financial lives. We make sure our AI agents are built with the same rigor.
Real results from real financial institutions. See how Uptiq transforms operations and drives measurable business impact.
Mid-Atlantic Financial
Double your lending capacity without adding staff
Accelerate decision-making with AI-powered analysis
Reduce operational overhead through automation
Enhanced regulatory adherence and risk management
Real results from real financial institutions. See how Uptiq transforms operations and drives measurable business impact.
