UPTIQ's Enterprise AI platform for financial services delivers intelligent solutions for Wealth Firms, Banks & FinTechs.
Maximize productivity and efficiency with turnkey apps & AI Agents
100+ data sources across Banking, Custodial, Accounting, Payroll, eCommerce, CRM, ERP, Credit Bureaus
Build Gen AI/LLM based customized workflows to automate and solve complex problems
Leverage granular flags and limits to build sophisticated guardrails and mitigate risks for the Bank & FinTech.
Comprehensive security program, SOC-2 certified and PCI compliant to ensure robust bank-grade security.
Timely reconciliation on an immutable ledger for each transaction ensures accurate and reliable account balances.
Detailed daily and on-demand reporting and advanced business insights to empower your strategic operations.
Real-time and post-facto monitoring is designed to track and screen each transaction flowing through the platform.
Designed to automate and streamline compliance processes, staying current with regulatory requirements.
UPTIQ's Enterprise AI platform for financial services delivers intelligent solutions for Wealth Firms, Banks & FinTechs.
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