If It’s AI for

Financial Services

Banks

Credit Unions

Equipment Finance

Wealth

Brokers

Non-Bank Lenders

Financial Services

,

It’s Uptiq.

If It’s AI for

Financial Services

Banks

Credit Unions

Equipment Finance

Wealth

Brokers

Non-Bank Lenders

Financial Services

,

It’s Uptiq.

Built by Industry Veterans
100+ Leading Integrations
SOC 2 Type II Compliant
Start Today

AI Designed for You

Banks

Credit Unions

Equipment Finance

Brokers

Non-Bank Lenders

Wealth

…And Everyone at Your Firm

C-Suite
Business Operations
Technology
Compliance

Maximize Productivity Across Your Firm

Book a demo

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.

What are Agentic Apps?
Do I need to replace my current technology to use Uptiq?
How fast do Agentic Apps deliver results?

Don’t Wait to Future-proof Your Growth.

Experience the value of Uptiq today.