UPTIQ
Uptiq is a no code agent platform built for regulated financial institutions, deploying pre built or custom agents across application intake, client onboarding, commercial and…
Overview
Uptiq is a no code agent platform built for regulated financial institutions, deploying pre built or custom agents across application intake, client onboarding, commercial and retail underwriting, credit memo drafting, covenant monitoring, loan servicing and compliance documentation. A proprietary Financial Data Gateway connects the agents to more than 100 data sources spanning core banking, custodial, accounting, payroll, credit bureau and tax systems, and the platform is sold as an overlay on existing systems rather than a replacement. Buyers are banks, credit unions, wealth managers, equipment finance firms and non bank lenders.
Details
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