Gen AI Agent Development Platform for Financial Services

Streamline repetitive tasks and automate financial operations with our no-code AI platform.

Over 350+ customers are powered by UPTIQ

Uptiq : Empowering AI Innovation in Financial Services

Are you a developer building custom AI agents for fintech? A business leader seeking ready-to-use AI solutions for banking and finance? Or part of an enterprise driving AI-powered transformation?

For Developers

  • Build custom Fintech agents with powerful APIs.
  • Seamlessly integrate with existing financial systems.
  • Access debugging tools for better control.

For System Integrators

  • Launch fintech agents without writing a single line of code.
  • Choose from 25+ ready-to-use templates for banking, wealth management, insurance & more. 
  • Customize workflows effortlessly.

For Organizations

  • Automate complex financial workflows and business processes. 
  • One platform for both your developers and business users. 
  • Unlock Organizational General Intelligence.

AI Agents Store for Financial Services

Discover our pre-built, high-accuracy AI agents designed to streamline financial workflows, boost efficiency, and deliver real-time insights tailored for fintech and banking.

FOR WEALTH
Wealth Management Technology that enables RIAs to drive the best client outcomes.
  • Deliver banking and lending solutions with never-before-seen experiences.
  • Offer liquidity solutions against alternative investment portfolio.
  • Provide timely advice via proactive AI-powered engagement tools.
Solutions for Wealth
FOR BANKS
Banking Technology that deepens relationships with smart tools that deliver modern experiences.
  • Diversify your deposits and supercharge depositor relationships.
  • Empower commercial clients with workflows that streamline operations.
  • Boost back-office productivity with AI-powered agents that automate tasks.
Solutions for Banks
FOR FINTECHS
Financial Technology that powers a new era of embedded FinTech innovation.
  • Build on a unified all-in-one solution for banking and card issuance.
  • Launch compliant FinTech products that add revenue & drive growth.
  • Unlock the potential of a thriving embedded FinTech ecosystem.
Solutions for FinTechs

Financial Enterprises Trust UPTIQ to Deploy Reliable AI Agents

At Enfinite, we utilized Lyzr's GenAl agents to validate a proof of concept and successfully integrate their capabilities into our GenAl platform. A special shoutout goes to their exceptional support team for being consistently available and going above and beyond to customize the agents to meet our specific needs.

Team Images

Varun Rai

Cofounder & CTO, Enfinite Tech

Lyzr is harnessing our Task Agents to move information throughout our system seamlessly, while addressing our company's strong suite, Customer Service. Lyzr provides the platform for us to grow rapidly and not lose control.

Team Images

Michael Howe

CEO, NPD Powered

Industry-Grade Security And Compliance

Uptiq.ai is the only platform you need to create, business. Build smarter, faster, and scalable Financial AI solutions in just a few clicks.

Trust our Deep Financial Expertise

UPTIQ team has deep expertise in Financial Services & Technology with relationships built over decades.

2022

👩🏻 Founded

100+

👍🏻 Partners

300+

💸 Wealth Firms

$25M

💰 Funding

Backed By

Strategic Partners