UPTIQ Qore PLATFORM

Bank-grade AI for financial institutions

Extend your teams with trusted AI agents for origination and account management. Build and run them in Console. Govern every one of them in Control Center. Built for regulated institutions, not adapted to them.

Console

Build and run

CONTROL CENTER

Govern and prove

Book a discovery call

Explore the agent library

150+

Financial institutions

50+

Agents

150+

Document types

200+

Integrations ready to connect

SOC 2

Deploys in your own cloud

150+

Institutions Trust Uptiq

How it fits

A new tier, not a
new core

We read and write to your systems of record. We never become one. No core conversion, and nothing to migrate before the first agent runs.

Follow one request · click a step

Two surfaces, one platform

Built in Console. Governed in Control Center.

Your teams deploy and build agents in Console. Control Center sets the rules every one of them runs under. The flow above is what happens once they are in production.

Your channels and your people

the governed tier in production · reads and writes in real time

Your systems of record · unchanged

TRUST

Bank-grade you can verify in a demo.

See the knowledge version an agent used, an action paused until a person approved it, and the trace an examiner would review.

Grounded in your policy, not ours

Agents answer from your products, rates and policies. Every fact keeps its source, owner and effective date.

Governed before it acts

Your risk team sets models, connections and guardrails once, and every agent inherits them. Sensitive actions wait for a person.

Provable to an examiner

Every run is traced: the model, the tools, the data, the approver and the time. Export it to your SIEM.

Console · build and run

Start with ready-made agents. Build your own on the same platform.

Console is where your teams deploy agents from the library, ground them in your policies and documents, connect your systems, and build what the library does not cover yet. One workspace, nothing to stitch together.

Explore Console

Drive growth

Acquisition, account opening, cross-sell, retention and win-back.

Serve and support

Servicing, disputes and chargebacks, card care, complaint resolution.

Operate efficiently

Loan servicing, deposit and payments operations, finance and accounting.

Risk and compliance

BSA/AML, sanctions screening, KYC and KYB, fraud, model risk, exam management.

Start from the agent library

50+ ready-made agents and solutions across the institution. Each one is a starting point your team configures to your products and policies.

Start with one workflow

Launch an agent for the process that hurts most today. Your team keeps the decision. The agent prepares the work.

Make it yours

Add your knowledge, connect your systems and adjust its instructions. No rebuild.

Build what's next

Describe the agent you need and Console builds it, with the same skills, guardrails and logging as every other agent.

Browse the agent library

Grounded in your policies

Turn policies, product guides, rate sheets and procedures into versioned knowledge your agents query. Nothing changes until you sync it.

Pulled from where it already lives

Upload files, or sync from Google Drive, OneDrive, SharePoint and your websites.

Versioned, never silently changed

Every sync creates a new version. Query any version and see the passages behind each answer.

One source, every agent

A knowledge base serves every agent that needs it, so a policy update reaches all of them at once.

Commercial credit policy · knowledge base

v7 · synced from SharePoint

Live

v6 · rate sheet updated

Queryable

v5 · credit policy thresholds

Queryable

Sources in this version

Credit policy manual

Delegated authority grid

Commercial rate sheet

SBA SOP checklist

One commercial file, processed

TAX

Deposit balances drift down three months running

Verified

Financial statements · spread to your chart

Verified

BNK

Bank statements · cash flow analyzed

Verified

ENT

Entity documents · ownership captured

Verified

PAY

Pay stub · font mismatch on employer field

Review

Document AI

Turn a document package into decision-ready data. Every document classified, every field extracted and checked, before a person reviews the exceptions.

Built for financial documents

150+ document types across lending, wealth and tax, including scanned and non-standard files, ZIPs and mixed packets.

Certified accuracy per document type

Accuracy measured per type without human intervention, with verification and fraud controls flagging what needs a closer look.

One API or MCP connection

Use it inside any agent in Console, or call it directly from your own systems.

Explore Document AI

Connect once. Use it everywhere.

Connect a system once and every agent, app and the Operator can use it. Uptiq reads from and writes back to your systems of record. It never replaces them.

200+ integrations ready to connect

Data aggregation, bureaus and KYB, lending, accounting, CRM and productivity tools.

Your credential model

Shared credentials, a per-user vault so each person acts with their own access, or platform-managed keys.

Bring your own tools

Connect any MCP server or HTTP API, including machine-to-machine sign-in.

See all integrations

Connect App

Experian

Credit Bureaus

Connected

Synchronized

Alkami

Core/Digital Banking

Connect App

Quikbooks

Accounting

Connect App

Salesforce

CRM

Connect App

Finicity

Bank Aggregators

Connect App

Control Center · operate and govern

Approve it once. Every agent inherits it.

Control Center is where risk, compliance and technology teams set the rules every agent runs under, watch what agents do in production, and prove it afterward. The same controls cover agents you build, agents from the library, and the apps that use them.

Explore Control Center

Governed before it acts

Guardrails run on every agent, not in a policy binder. What agents can reach, which models they use and which actions need a person are set once and enforced on every run.

A person approves the actions that matter

Pause an agent before selected actions run, so a person allows or denies each one.

Customer data masked before any model

Identifiers are replaced with tokens before content reaches a model, and restored only where a step is permitted.

Stop any agent, or all of them

An emergency stop halts an agent and every run it started.

Your facts, with their provenance

Load products, pricing and policy as a governed graph. Every fact keeps its source, owner and effective date.

One action, paused and recorded

Agent drafts a counteroffer for the borrower

Borrower identifiers masked before the model saw them

Send paused · needs approval

Loan officer reviews and allows it

Run, tools, model and approver on the trace

Online evals · intake agent

Example

Faithfulness

Jury · 3 models

Pass

Answer relevancy

Single judge

Pass

Safety

Single judge

Pass

Task completion

Low confidence

To review

Know what agents say in production

Score live conversations in the background without slowing anyone down. When confidence is low, a person decides.

A judge, or a jury

One model scores each output, or two to five models from different providers vote on it.

Faithful to its sources

Check that every claim an agent makes is supported by the documents and tool results it used.

Low confidence goes to a person

Results under your threshold land in a human review queue, linked to the exact conversation.

Every model call through one gateway

Approve model families once for the whole institution. Every request an agent makes, from chat to document classification, passes through the same gateway.

Swap models without rebuilding agents

Agents ask for a tier, not a model. Change the model behind a tier and no agent needs editing.

Inference where you choose

Use model providers inside your own cloud tenancy, or your own keys with the providers you approve.

Metered and capped

Credit usage by project, hard spending limits, and alerts before a cap is reached.

How a request is routed

Document classification

Economy tier

Borrower conversation

Smart tier

Credit memo drafting

Premium tier

Approved families and providers

Set by your institution

Information security

The security review is where most AI projects stall. These answers are architectural, not contractual.

Deploys in your cloud

Runtime and databases deploy inside your own Google Cloud or Azure account, in the region you choose. AWS is coming soon.

Inference inside your boundary

Point the gateway at providers in your own cloud tenancy and no request goes to a public AI API.

Masked before the model

Sensitive fields are replaced with tokens before any model sees them, from card numbers to account identifiers.

Your identity, your roles

Sign in with Google or Microsoft, including Entra ID. Invite-only access, with separate roles for builders, approvers, governance managers and auditors.

Encrypted end to end

AES-256 at rest, TLS 1.2+ in transit, and secrets held in your own key vault.

Observable and exportable

Every run, model call, request and database query is traced. Audit trails export on your schedule to your SIEM.

Why Uptiq

AI with financial expertise

A general AI tool was not built to operate inside a regulated financial institution.

Capability

General AI tools

Uptiq

Knows your institution

Trained on the internet. No knowledge of your products or policies.

Grounded in your products, policies and procedures, versioned so you know what each answer drew on.

Governance

Guardrails you hope hold. Nothing checks the action.

Masking, approvals and model policy set once in Control Center and enforced on every run.

Explainability

The model said so.

Every run traced to its sources, tools, model and approver, and scored for faithfulness in production.

Data

Prompts and document copies scattered across tools.

Deploys in your cloud. Agents reach your systems through governed connections.

Model strategy

Locked to one vendor's model.

One gateway for every model call. Change the model behind a tier without rebuilding an agent.

Rollout

A prototype on one laptop. No way to put it in front of a team of twenty.

Single sign-on, roles, shared projects, audit trails and spend limits from day one.

Bank-grade AI for financial institutions

150+

50+

150+

200+

SOC 2

A new tier, not a
new core

Built in Console. Governed in Control Center.

Bank-grade you can verify in a demo.

Grounded in your policy, not ours

Governed before it acts

Provable to an examiner

Start with ready-made agents. Build your own on the same platform.

Drive growth

Serve and support

Operate efficiently

Risk and compliance

Start from the agent library

Grounded in your policies

Document AI

Connect once. Use it everywhere.

Approve it once. Every agent inherits it.

Governed before it acts

Know what agents say in production

Every model call through one gateway

Information security

AI with financial expertise

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

Bank-grade AI for financial institutions

150+

50+

150+

200+

SOC 2

A new tier, not anew core

Built in Console. Governed in Control Center.

Bank-grade you can verify in a demo.

Grounded in your policy, not ours

Governed before it acts

Provable to an examiner

Start with ready-made agents. Build your own on the same platform.

Drive growth

Serve and support

Operate efficiently

Risk and compliance

Start from the agent library

Grounded in your policies

Document AI

Connect once. Use it everywhere.

Approve it once. Every agent inherits it.

Governed before it acts

Know what agents say in production

Every model call through one gateway

Information security

AI with financial expertise

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

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A new tier, not a
new core