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UPTIQ, Inc.
Uptiq provides an AI platform for financial institutions. Its AI agents automate banking, lending, underwriting, document processing, account opening, and portfolio-monitoring workflows for banks, credit unions, lenders, wealth firms, and fintechs.
Pune, IN
Document AI
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Description
Document AI classifies, extracts, normalizes, analyzes, and verifies financial documents for banking, lending, wealth, and fintech workflows. It provides source lineage, fraud and tampering checks, risk scoring, and outputs such as financial spreads, underwriting summaries, scorecards, and credit-memo inputs, with REST APIs, SDKs, webhooks, and integrations built on the Qore platform.Category: AI Agent Platform
Integration Cloud
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Description
Integration Cloud connects financial institutions' business applications across categories including banking, accounting, credit bureaus, CRM, digital banking, payroll, and marketing. It offers more than 170 integrations across 14 data categories, with ready-to-use analytics widgets that support operational efficiency, analytics, and client relationships.Category: Uncategorized
QORE
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Description
QORE is the orchestration engine underlying Uptiq’s unified financial-services platform. It lets institutions build and run workflows across agents, rules, and real-time data; route tasks across multiple LLMs; reuse financial skills; and embed audit trails, policy enforcement, role-based access, and human-in-the-loop oversight.Category: AI Agent Platform
Uptiq Agent Marketplace
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Description
Uptiq Agent Marketplace lets financial institutions browse agents, skills, integrations, and document capabilities; test agents on their own documents, policies, and systems; and deploy them through pre-built LOS, CRM, and core-banking connectors. It covers workflows including lending, account opening, digital banking, wealth management, and risk, compliance, and governance, with audit trails and guided deployment.Category: AI Agent Platform
Financial Skills
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Description
Financial Skills is Uptiq’s library of atomic, reusable finance-trained capabilities that compose into lending and credit-review agents and workflows. It includes foundational, Document AI, Financial Spreading, Credit Memo, Integration Cloud, Knowledge, and Generation skill families, with logged, explainable, human-supervised execution and source lineage.Category: AI Agent Platform