Outcome-driven AI agents that drive growth, scale operations, and deliver results across banks, credit unions, wealth, fintech, and non-bank lenders.
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.
Turnkey AI agents purpose-built for banks and credit unions. Collapse loan cycles, cut costs, and expand client trust.
Purpose-built agents for SBA and USDA loans that simplify applications, ensure compliance, and speed up approvals.
AI agents for mortgage, merchant cash advance, and cashflow lending — helping you scale retail portfolios with speed and precision.
Advisor-focused marketplace that embeds credit solutions into wealth management, expanding client relationships and AUM growth.
Dedicated AI agents to simplify onboarding for high-net-worth individuals and wealth clients, while ensuring compliance.
Turnkey AI agents purpose-built for banks and credit unions. Collapse loan cycles, cut costs, and expand client trust.
Purpose-built agents for SBA and USDA loans that simplify applications, ensure compliance, and speed up approvals.
AI agents for mortgage, merchant cash advance, and cashflow lending — helping you scale retail portfolios with speed and precision.
Advisor-focused marketplace that embeds credit solutions into wealth management, expanding client relationships and AUM growth.
Dedicated AI agents to simplify onboarding for high-net-worth individuals and wealth clients, while ensuring compliance.
Turnkey AI agents purpose-built for banks and credit unions. Collapse loan cycles, cut costs, and expand client trust.
Purpose-built agents for SBA and USDA loans that simplify applications, ensure compliance, and speed up approvals.
AI agents for mortgage, merchant cash advance, and cashflow lending — helping you scale retail portfolios with speed and precision.
Advisor-focused marketplace that embeds credit solutions into wealth management, expanding client relationships and AUM growth.
Dedicated AI agents to simplify onboarding for high-net-worth individuals and wealth clients, while ensuring compliance.
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.
Pre-trained for lending, compliance, and wealth management.
Kickstart with proven workflows and AI agent blueprints.
Connect instantly with 100+ core banking and wealth platforms.
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.
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.
Need a Custom Agent?
As intuitive as any other no-code workflow platform — but built for the complex needs of financial services.
Unlike legacy workflow tools or generic AI builders, Uptiq is purpose-built for the unique needs of financial institutions.
2x productivity without adding headcount.
Approvals in hours, not weeks, expanding loan books profitably.
Agents embedded with compliance and regulatory guardrails.
Free staff to build relationships, not chase paperwork.
Compete at digital speed or risk irrelevance. Uptiq equips you with AI agents to win clients, retain assets, and stay ahead.
Real results from real financial institutions. See how Uptiq transforms operations and drives measurable business impact.
Mid-Atlantic Financial
Double your lending capacity without adding staff
Accelerate decision-making with AI-powered analysis
Reduce operational overhead through automation
Enhanced regulatory adherence and risk management
Real results from real financial institutions. See how Uptiq transforms operations and drives measurable business impact.
From idea to working agent in just a few days. Join the waitlist or book a 15-min live build at Money 20/20 USA
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