Uptiq is an AI platform purpose-built for financial institutions, enabling banks, wealth managers, fintechs, and brokerages to develop and deploy intelligent agents that automate complex workflows while ensuring security and compliance.
Key features:
- AI Workbench: A no-code/low-code environment supporting over 16 large language models, allowing teams to build, test, and deploy custom financial AI agents efficiently.
- Financial Data Gateway: Connects securely to 100+ financial data sources, delivering real-time, traceable data to power AI-driven workflows.
- Pre-Built AI Agents: Offers a library of ready-to-use agents for key financial use cases, including client onboarding, covenant tracking, and loan placement.
- Enterprise-Grade Compliance: Incorporates advanced safeguards such as hallucination control and PII masking to ensure outputs remain accurate and compliant.
Use Cases:
- Wealth Management: Personalizes financial guidance and improves client engagement with AI-powered recommendations and insights.
- Banking Operations: Automates high-volume back-office tasks, reducing manual effort and improving turnaround time.
- Fintech Applications: Accelerates time to market for embedded finance products with easily deployable AI functionality.
- Brokerage Services: Enhances trade support and compliance monitoring with intelligent agents that streamline workflows.
Uptiq is designed for regulated financial services providers seeking to modernize operations and improve customer outcomes through secure, scalable AI automation.
