Live Demo

Turn Every SMB Signal Into a Growth Opportunity

Every deposit, every payroll run, every tightening balance is a signal. In this 30-minute live demo, see how Uptiq's Digital Business Banking solution reads those signals across your entire SMB book and tells your relationship managers which client to call and why, before the loan or the deposit goes somewhere else.

Armi Movsesyan

VP, Digital Banking

Pavlo Martinovych

Senior Product Manager

September 2nd, 2026

12 PM CT

Virtual Webinar

What You'll See in 30 Minutes

Onboard

Business account opening is where first impressions are made and most banks lose the window. Watch Uptiq collect formation documents, run KYB verification, and open the account automatically, while the client is still in the conversation.

1Documents collected and chased without manual follow-up

KYB verification run in the same session

Account opened with fewer touchpoints and faster time-to-funded

Business financial wellness

Uptiq turns raw transaction and cash flow data into a forward-looking view of what is coming in, what is going out, and where next month's gap opens, giving the business a reason to keep coming back and giving you the engagement data that tells you what they need.

Turns transaction data into cash flow the owner understands

Flags upcoming shortfalls and concentration risk

Builds the engagement signal your RMs act on

Engage

Every business signals what it needs before it asks: payroll growth means treasury, tightening cash flow means credit, climbing balances mean a deposit product, money moving out means you're about to lose them. Uptiq reads those signals across the whole book, ranks the accounts worth a call today, and hands your relationship manager both the reason and the recommendation.

Detects lending, deposit, and attrition signals

Ranks the book so RMs work the top of the list

Delivers the recommendation with the evidence attached