Real
AI
Expertise
Results
AI

The AI Platform for Financial Services

Outcome-driven AI agents that drive growth, scale operations, and deliver results across banks, credit unions, wealth, fintech, and non-bank lenders.

"Build an agent that underwrites SMB loans"
AI Agent Builder
SMB Underwriting Agent
Ready to deploy
Processing  Speed
41% faster
Alerts Accuracy Rate
98.5%
Cost Reduction
29%
1 hour
average deployment
2x
performance improvement
140+
Institutions trust Uptiq

Enterprise-Ready AI Agents

Turnkey AI agents, built by industry experts, for banks, credit unions, and wealth firms. Collapse loan cycles, expand client trust and focus on what’s important “driving revenue”  — without disrupting core systems.

Build with Uptiq AI Workbench.

From intake to compliance, every firm works differently. Uptiq Workbench lets you build Custom AI agents tailored to your workflows—low-code, fast, and ready to deploy.

Credit Scoring
Risk Alerts
Fraud Detection & Prevention
AML Compliance
KYC Update

Finance-native skills

Pre-trained for lending, compliance, and wealth management.

Ready-to-use templates

Kickstart with proven workflows and AI agent blueprints.

Seamless integrations

Connect instantly with 100+ core banking and wealth platforms.

Composable & scalable

Start with one agent, scale to dozens across your institution.

As intuitive as any other no-code workflow platform — but built for the complex needs of financial services.

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Start My AI Journey

Agents Unlimited — You Imagine, We Build

Scale without the strain. Uptiq takes the heavy lift off your team—designing, building, and delivering custom AI agents that are fast, compliant, and ready to deploy.

AU
Credit Intake
Live
Processing  Speed
41% faster
Accuracy Rate
98.5%
Deploy Agent
AU
Credit Underwriting
Live
Monitoring
247 covenants
Alerts
Real-time
Deploy Agent
AU
Credit Monitoring and Covenant
Live
Portfolio Analysis
Real-time
Opportunity ID
SMB Acquisition and Upsell
Deploy Agent
AU
SMB Acquisition and Upsell
Live
Document Speed
85% faster
Accuracy Rate
99.2%
Deploy Agent
AU
Agentic LOS for SMBs
Live
Processing  Speed
41% faster
AlerAccuracy Ratets
98.5%
Deploy Agent
AU
SMB Health Dashboard
Live
Processing  Speed
41% faster
AlerAccuracy Ratets
98.5%
Deploy Agent
AU
Client Onboarding
Live
Processing  Speed
41% faster
Accuracy Rate
98.5%
Deploy Agent
AU
Advisor Lending
Live
Monitoring
247 covenants
Alerts
Real-time
Deploy Agent
AU
Credit Intake
Live
Processing  Speed
41% faster
Accuracy Rate
98.5%
Deploy Agent
AU
Credit Underwriting
Live
Monitoring
247 covenants
Alerts
Real-time
Deploy Agent
AU
Credit Monitoring and Covenant
Live
Portfolio Analysis
Real-time
Opportunity ID
SMB Acquisition and Upsell
Deploy Agent
AU
SMB Acquisition and Upsell
Live
Document Speed
85% faster
Accuracy Rate
99.2%
Deploy Agent
AU
Agentic LOS for SMBs
Live
Processing  Speed
41% faster
AlerAccuracy Ratets
98.5%
Deploy Agent
AU
SMB Health Dashboard
Live
Processing  Speed
41% faster
AlerAccuracy Ratets
98.5%
Deploy Agent
AU
Client Onboarding
Live
Processing  Speed
41% faster
Accuracy Rate
98.5%
Deploy Agent
AU
Advisor Lending
Live
Monitoring
247 covenants
Alerts
Real-time
Deploy Agent
AU
Credit Intake
Live
Processing  Speed
41% faster
Accuracy Rate
98.5%
Deploy Agent
AU
Credit Underwriting
Live
Monitoring
247 covenants
Alerts
Real-time
Deploy Agent
AU
Credit Monitoring and Covenant
Live
Portfolio Analysis
Real-time
Opportunity ID
SMB Acquisition and Upsell
Deploy Agent
AU
SMB Acquisition and Upsell
Live
Document Speed
85% faster
Accuracy Rate
99.2%
Deploy Agent
AU
Agentic LOS for SMBs
Live
Processing  Speed
41% faster
AlerAccuracy Ratets
98.5%
Deploy Agent
AU
SMB Health Dashboard
Live
Processing  Speed
41% faster
AlerAccuracy Ratets
98.5%
Deploy Agent
AU
Client Onboarding
Live
Processing  Speed
41% faster
Accuracy Rate
98.5%
Deploy Agent
AU
Advisor Lending
Live
Monitoring
247 covenants
Alerts
Real-time
Deploy Agent

Need a Custom Agent?

As intuitive as any other no-code workflow platform — but built for the complex needs of financial services.

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Request a Demo

Why Institutions Choose Uptiq

Unlike legacy workflow tools or generic AI builders, Uptiq is purpose-built for the unique needs of financial institutions.

SOC2 Compliant
Regulator Aligned
100+ Integrations
Enterprise Ready

Do more with less

2x productivity without adding headcount.

Accelerate growth

Approvals in hours, not weeks, expanding loan books profitably.

Reduce risk

Agents embedded with compliance and regulatory guardrails.

Experience Icon

Enhance client/member trust

Free staff to build relationships, not chase paperwork.

Compete or Vanish

Compete at digital speed or risk irrelevance. Uptiq equips you with AI agents to win clients, retain assets, and stay ahead.

Proven Outcomes Across 140+ Institutions

Real results from real financial institutions. See how Uptiq transforms operations and drives measurable business impact.

"Uptiq doubled our loan throughput in under 8 weeks — without hiring."

COO, Regional Bank

Mid-Atlantic Financial

2x
Loan Applications Processed

Double your lending capacity without adding staff

41%
Faster Underwriting

Accelerate decision-making with AI-powered analysis

29%
Lower Ops Costs

Reduce operational overhead through automation

23%
Stronger Compliance

Enhanced regulatory adherence and risk management

The AI Revolution is Here Compete or Vanish

Real results from real financial institutions. See how Uptiq transforms operations and drives measurable business impact.