The AI Platform for Financial Services

The only bank-grade AI platform.

General-purpose AI goes wide. Uptiq goes deep with agents built for financial services, running in 150+ institutions with the governance examiners expect.
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Banks
Credit Unions
Non-Bank Lenders
Equipment Finance
Wealth Firms
Industry preview

Banks

Governed agents for underwriting, monitoring, and member service — held to bank-grade standards.
Industry preview

Credit Unions

Member-first automation across account opening, lending, and everyday servicing.
Industry preview

Non-Bank Lenders

Faster origination and portfolio operations for specialty and consumer lenders.
Industry preview

Equipment Finance

Streamlined credit, documentation, and booking for equipment finance teams.
Industry preview

Wealth

Advisor-ready agents for onboarding, review prep, and client operations.
150+
Institutions Trust Uptiq
Uptiq Qore platform

Everything you need to run AI in production.

Solutions and your own agents
Origination, account management, yours
The platform
Knows your institution
Your data, your rules
Runs your agents
52 agents, 190+ capabilities
Checks every action
Tested, enforced, receipted
One console for all of it
One view for every team
Works over what you run
Your stack, any model
What runs on it
1 of 6

Solutions and your own agents

Pre-built solutions and the agents your teams build share one platform, one governance model and one audit trail.
Origination Management
Account Management
Agents your teams build
Next: Grounds
Grounds
2 of 6

Knows your institution

Agents answer from your products, rates, policies and disclosures. The public internet stays out of it.
Products and rates
Policies and limits
Disclosures
Regulatory obligations
Next: Builds
Builds
3 of 6

Runs your agents

52 pre-built agents and 190+ capabilities combine into multi-step workflows. Describe a new agent in plain English.
52 pre-built agents
190+ capabilities
Plain-English builder
Human checkpoints
Next: Governs
Governs
4 of 6

Checks every action

Agents are tested before release and checked against your authority limits at runtime. A non-compliant action is blocked before it runs.
Pre-release testing
Runtime policy checks
Blocked non-compliant actions
Replayable receipts
Next: Operates
Operates
5 of 6

One console for all of it

Product, operations, compliance and audit work from the same view of every agent in production.
Roles and access
Versions and rollback
Cost and activity
Agent inventory
Next: Connects
Connects
6 of 6

Works over what you run

Connectors into your core, LOS, digital banking, card and CRM, plus your customers' systems. Swap models as they improve.
Core and LOS
Digital banking
Card and payments
CRM and data
Customer systems
Any LLM
Start over
See how it works
Meet the agents

Agents work with your teams.

Ready to deploy: account opening, onboarding, underwriting, monitoring. Or build your own, no engineering required.
Growth Agents
Onboarding & Origination Agents
Operations Agents
Build an Agent
Agent Preview

Deposit Account Opening

Collects documents, verifies identity, and prepares every application for a fast, compliant decision.
Explore the Agent Marketplace
Qore AI Platform
Product preview
Purpose-built agent

Underwriting Agent

Spreads financials, surfaces risk, and drafts credit memos — underwriters stay on judgment.
Explore the Agent Marketplace
Qore AI Platform
Product preview
Purpose-built agent

Continuous Monitoring Agent

Monitors portfolios, covenants, and activity to surface issues early.
Explore the Agent Marketplace
Qore AI Platform
Product preview
Build New Agents

Your Agent

Bring a workflow and launch it on Qore. No engineering required.
Qore AI Platform
Product preview
Enterprise AI, without the black box

AI your institution can trust.

Build agents that know your policies and have the governance, financial skills and document AI to execute with context.
Grounded
Is it grounded in our truth?
Every answer draws on your products, rates, policies and disclosures. The public internet stays out of it.
Learn more
Provable
Can we prove it to an examiner?
Every action carries a receipt: the rule, the source and the version. Replay any decision on demand.
Learn more
Governed
Is it governed before it acts?
Every action is checked against your policies and authority limits. A non-compliant action is blocked before it runs.
Learn more
Agents

Two ways to put agents to work.

Turnkey

Production-ready solutions.

52 pre-built agents across the institution. Configured to your products and rules.
Growth
Account opening, loan origination, cross-sell, retention
Service and support
Card servicing, disputes, complaints, collections
Operations
Payments, deposit ops, loan servicing, finance
Risk and compliance
BSA/AML, sanctions, KYC, fair lending, audit
Build your own

190+ ready capabilities.

Assemble your own agents from proven capabilities. Every capability is already built, tested and governed. Combine them into the agents your strategy needs.
Document extraction
Financial spreading
Identity verification
Sanctions screening
Cash-flow analysis
Covenant tracking
Credit memo drafting
Adverse action notices
Describe it: "Review every construction draw request against the budget and inspection report, and flag overruns for the loan officer."
Explore the Agent Marketplace
Proof, not promises

Measured results from financial workflows.

The work moves. Your controls stay.
63%
Less preparation time
Loan and credit-memo prep.
41%
Shorter cycle time
Underwriting, end to end.
36%
Less manual extraction
Spreading and extraction.
Basis: aggregate results across Uptiq deployments in commercial and small business lending.
What changes

Your team stops chasing the work.

Today

Your people move the work.

Chase documents across inboxes
Rekey information between systems
Assemble analysis by hand
Assemble analysis by hand
With Uptiq

Agents move it. People lead it.

Agents collect and validate documents and data
Qore coordinates systems and handoffs
Teams receive review-ready outputs
Exceptions surface as they happen
Financial AI Image

The Complete Guide to Financial AI in 2026

Explore how banks, credit unions, wealth managers, equipment finance firms, and private credit lenders are using AI agents, document intelligence, and workflow automation to transform lending, underwriting, risk monitoring, and client engagement.

Download the AI Guide

Qore’s AI-driven platform aligns with our vision, elevating efficiency and innovation across the financial value chain.

Doug Hogan
President, TransPecos Banks, SSB
36%
Spreading & extraction time
47%
Manual document review effort
63%
Credit memo preparation time
Resources

Insights & Resources That Keep You Ahead

Stay ahead with the latest insights on AI, automation, and the future of financial services industry
Credit Unions
October 19, 2026

Credit Union Member Retention: Spot Attrition Before Members Leave

Press Releases
August 18, 2026

Uptiq Expands U.S. Banking Leadership as Institutions Move AI From Pilot to Production

Guides
August 31, 2026

The Hidden Cost of Complex Commercial Lending

Start with one workflow

See what your next agent could do.

Bring us the workflow with the most drag. We’ll show you an agent running it.

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Powering the future of financial intelligence

The financial industry is evolving faster than ever, and modern institutions need smarter, faster systems to stay ahead. Uptiq's financial AI platform transforms complex financial operations into intelligent, automated workflows, reducing manual effort, improving decision accuracy, and delivering real-time visibility across every stage of the lending lifecycle. From credit operations to compliance, our financial AI is built to help institutions do more with the teams they already have.

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