From Data to Deals –
‍Elevate Brokerage Operations with AI Agents

Brokers thrive on speed and accuracy. Uptiq’s AI Agents optimize trade execution, compliance, and customer interactions—ensuring smarter and faster decision-making.

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10+ AI Agents built for Infinite Scalability & Zero Complexity.

Trading and client management demand efficiency. Uptiq’s AI Agents streamline operations, reducing manual effort while improving outcomes.

Mortgage Loan Processor Agent
Commercial Loan Origination Agent
Loan Servicing Agent
Commercial Sales Agent
Covenant Tracking Agent
SMB Sales Agent

Your AI Workforce, Ready to Deploy in Minutes

No complex integrations

Works with your existing systems out of the box.

Enterprise-grade security

AI agents built with compliance at the core.

Scalable for any bank

From independent firms to institutional brokers.

Over 300+ partners are powered by Uptiq

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Uptiq is available for all Critical Functions for Brokers

Are you a developer looking to build custom AI agents? An Independent Broker searching for ready-to-use solutions? Or part of an Institutional Broker with big ambitions for AI? Uptiq for Wealth Firms is your platform.

Loan Underwriting Agent

  • No complex integrations – Works with your existing systems out of the box.
  • Enterprise-grade security – AI agents built with compliance at the core.
  • Scalable for any bank – From digital-first startups to legacy institutions.
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Resource to Keep You At the Forefont of AI in Fintech

Feb 13, 2025

Uptiq Launches AI Workbench Developer Edition to Power AI Agents for Financial Services

Announcement

Feb 10, 2025

Finexus-Uptiq Agentic LOS - Transforming Commercial Loan Origination

Announcement

Jan 29, 2025

The Uptiq.ai AI Platform: Addressing the Challenges of AI in Finance

Announcement

Ready to get started with creating your AI application?

Discover our pre-built, high-accuracy AI agents designed to streamline financial workflows, boost efficiency, and deliver real-time insights tailored for Financial Services.  Fill up the form to speak with an automation expert.

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UPTIQ's Enterprise AI platform for financial services delivers intelligent solutions for Wealth Firms, Banks & FinTechs.

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