PORTLAND, Ore. – October 29, 2025 – Digital banking solutions provider Tyfone today announced a new partnership with Uptiq, a leading enterprise AI platform for financial services, to enhance business banking experiences across Tyfone’s nFinia® Business Digital Banking Platform.

Through the integration of Uptiq’s SMB Banking Suite, financial institutions using Tyfone’s platform can provide their business customers with a connected ecosystem of intelligent tools and actionable insights that go far beyond standard cash management.

Tyfone’s nFinia® Business Digital Banking Platform is a robust solution designed to address SMBs’ unique needs across every digital channel. Now enhanced with Uptiq’s embedded AI agents, analytics, and ready-to-use interfaces, institutions can empower SMBs with deeper insights while positioning themselves as trusted advisors through personalized, data-driven recommendations.

With Uptiq’s capabilities, financial institutions can offer a comprehensive business health dashboard, giving SMBs access to critical information such as credit scores, marketing analytics, carbon footprint calculations, eCommerce and sales performance, and cash flow forecasting – all within their existing digital banking experience.

“We believe that small businesses are the heartbeat of our communities, and this philosophy drives our commitment to providing financial institutions with the innovative tools they need to help their business account holders grow,” said Armi Movsesyan, Vice President of FI Success at Uptiq. “Joining forces with Tyfone is a natural fit for our mission to provide cutting-edge tools that foster growth and enhance customer satisfaction. Data without insights is meaningless, and insights without action are pointless – this partnership delivers both.”

The integrated solution allows SMBs to connect accounting, payroll, external banking accounts, and other business applications directly to their digital banking platform. For financial institutions, this creates enhanced visibility into business health – including assets, liabilities, and revenue pipelines – enabling better risk management and unlocking opportunities for upselling and cross-selling.

Key benefits for business customers:

• Organizes and connects data across business-critical SaaS apps, delivering real-time insights and personalized recommendations.
• Supports growth through financial, sales, and marketing intelligence.
• Provides business credit score monitoring directly in their financial portal.
• Speeds access to funding with ready-to-use financial data.
• Offers embedded tools such as cash flow management, valuations, forecast builders, and reconciliations.

Key benefits for financial institutions:

• Increases SMB engagement and digital banking “stickiness.”
• Unlocks cross-sell and up-sell opportunities with real-time customer insights.
• Accelerates loan underwriting by extracting data directly from accounting systems.
• Equips relationship managers with marketing automation and proactive alerts.
• Improves portfolio management with early warning indicators and risk monitoring.

“Businesses need to quickly ascertain their performance and partner with a financial institution that can be their trusted advisor to ensure they thrive,” said Eric Fisher, SVP of Sales at Tyfone. “Integrating Uptiq’s SMB dashboard with nFinia Business equips community financial institutions with real-time, actionable data while providing invaluable resources to business owners. The data-driven insights from Uptiq are crucial in helping identify opportunities for timely recommendations related to business operations.”

About Uptiq

Uptiq is an enterprise-ready AI platform purpose-built to modernize financial services workflows. With its AI Workbench and deployable AI agents, Uptiq enhances operational efficiency, maximizes team capacity, and drives superior outcomes through better client experiences. Trusted by over 140 financial institutions – including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks – Uptiq is the proven AI partner for highly regulated industries. Learn more at uptiq.ai and connect on LinkedIn.