Agentic AI Solutions for Banks, Wealth Firms & Fintech | Uptiq Platform

If It’s AI for Financial Services, It’s Uptiq.

Built by Industry Veterans

100+ Leading Integrations

SOC 2 Type II Compliant

AI Designed for You

Banks

Credit Unions

Equipment Finance

Brokers

Non-Bank Lenders

Wealth

…And Everyone at Your Firm

Maximize Productivity Across Your Firm

Solutions That Work Like You Do. Autonomously.

Uptiq's agentic apps adapt to your process, eliminate manual work, and deliver complete outcomes while keeping your team in control. Scale financial workflows faster without added headcount or technical lift.

Automated borrower data collection & verification

60%

Faster underwriting turnaround

Continuous covenant & account monitoring

Underwriting memo generation

40%

Reduction in post-funding defaults

50%

Fewer data-entry errors

Dynamic document ingestion & categorization

Automated spreading & policy enforcement

30%

less time spent on manual covenant checks

Agentic Apps FAQ

Learn the basics about Agentic Apps and how they can help your firm stay ahead.

Don’t Wait to Future-proof Your Growth.

Experience the value of Uptiq today.

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