The #1 drop-off point in SMB banking is account opening. Long forms, manual uploads, and disconnected processes frustrate business owners and slow down your team.
The Digital Account Opening Agent reduces drop-offs, pre-integrates with your core, and frees RMs from paperwork so they can focus on advising
As an expansion of the digital banking experience, Uptiq enables an agentic onboarding flow that elegantly brings SMBs into new accounts.
Whether for deposits or lending, Uptiq delivers automated experiences that are efficient, compliant, and delightful — across desktop and mobile, meeting the demands of modern banking.
Continuous monitoring of cash flow, AR/AP, and behavioral signals triggers personalized insights and automated outreach.
RMs see which clients need attention today, enabling targeted conversations that drive retention and cross-sell.
through AI-driven product recommendations and frictionless flows
from weeks to days
through automated document extraction and pre-filling
by removing backend rekeying and repetitive tasks
by making your institution the SMB’s first choice for new accounts
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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