Uptiq 2026: Benefits, Features & Pricing

Uptiq is an AI platform designed for financial services, offering tools to automate workflows and support decision-making processes. It is used by financial institutions such as banks, credit unions, wealth management firms, fintech companies, and non-bank lenders to streamline operations across various business areas.

The platform includes a no-code AI agent builder, enabling institutions to create custom AI agents tailored to specific financial workflows. These agents are pre-trained for tasks related to lending, compliance, and wealth management, providing solutions for lending automation, digital banking, and wealth management processes. The platform is compatible with numerous core banking and wealth systems and adheres to SOC2 compliance standards for enterprise-level security.

Uptiq provides real-time monitoring features, including instant alerts and covenant tracking, to support underwriting processes and document analysis. It is designed to help institutions increase lending capacity, manage risks, and maintain regulatory compliance while optimizing operational efficiency.