AI for Banks

Achieve your growth plan with today's teams.

Uptiq gives your teams AI agents that handle the busywork across your institution. Bankers spend that time with customers to make faster, informed decisions.

Book a Discovery Call

Commercial loan file

Local Manufacturing · $2.4M term loan

Relationship manager: C. Martin

Documents collected

12 of 12 received and read

Done

Financials spread

3 years, tied out

Done

Ratios and analysis

DSCR 1.38x, within policy

Done

Credit memo drafted

Ready for your edits

Done

You

Final decision

File is ready for your review

Your call

150+

Institutions Trust Uptiq

What Uptiq does

Extend your team's capacity.

Every bank has work that eats the day. Uptiq agents take it on across commercial, small business, consumer, and digital banking.

Works with what you have

Connects to your core, CRM, and LOS through 100+ integrations. No rip or replace.

Your people stay in charge

Agents prepare the work. Your team reviews, approves, and owns every decision.

Start today and expand

Pick one area. See results in weeks. Add agents or build when ready.

Solutions

Agents across the bank.

Commercial

Approve business loans faster.

Agents build the credit file. Your lenders decide.

Explore the solution

Small business

Say yes with confidence.

Less manual work per loan, so small business and SBA lending pays off.

Explore the solution

Consumer

Make applying painless.

Verified applications and account openings without the back and forth.

Explore the solution

Digital banking

Do more for businesses online.

Financial wellness and the right offer, inside your digital banking.

Explore the solution

The platform underneath

Everything you need to run AI.

Qore reads the documents, knows the work, follows your policies, and connects to your systems.

Document AI

Reads every document.

Loan docs, tax returns, and statements read at 95%+ accuracy.

Financial Skills

Knows the work.

Spreading, ratios, and memo drafting, the way banks do it.

Knowledge

Knows your policies.

Every agent draws on the same approved knowledge.

Integrations

Fits your stack.

Core, CRM, and LOS connected through 100+ integrations.

Explore the platform

Proof, not promises

Results from banks like yours.

Measured on live lending workflows at community and regional institutions, not demos.

41%

Shorter underwriting cycle

Commercial loans move quicker.

63%

Less memo prep

Credit memos mostly write themselves.

3×

More deals per analyst

Same team, more output.

95%+

Document accuracy

Data pulled right the first time.

Basis: aggregate results across Uptiq deployments in commercial and small business lending.

Case study

See how one bank is doing it.

TransPecos Banks

A platform credit unions chose to own a piece of.

TransPecos Banks powers the fintech and payments ecosystem, so document volume never slows down. Uptiq agents took on the reading, spreading, and memo drafting. Its people kept the decisions.

“The first platform I’ve seen that makes it truly attainable.”

Doug Hogan

President, TransPecos Banks, SSB

Read our client sussesss stories

47%

less manual document review

36%

less spreading and extraction time

63%

less credit memo prep

Resources

Dive Deeper Into the Whys and Hows

Guides

July 22, 2026

The Future of Equipment Finance: AI-Powered Automation

Bank

July 29, 2026

The Future of Credit Union Lending: AI-Powered Automation

Webinar

August 5, 2026

From Prompt to Bank Grade AI Agent, in One Session

FAQ's

Achieve your growth plan with today's teams.

Extend your team's capacity.