▾ G11 Media Network: | ChannelCity | ImpresaCity | SecurityOpenLab | Italian Channel Awards | Italian Project Awards | Italian Security Awards | ...
InnovationOpenLab

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth manag...

Business Wire

DALLAS: Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients.

Deployed in over 350 financial institutions including large, highly regulated financial services firms such as Focus Financial Partners, UPTIQ AI has processed over $1 billion in loans, proving its reliability and efficiency in the financial services sector.

Specifically, UPTIQ AI brings a library of pre-packaged agents to assist financial advisors and their support staff, loan officers, bankers, credit analysts, underwriters and back-office staff to assist in better client engagement, accessing portfolio and client profiles using natural language, writing deal memos, and automating innumerable tasks. Another salient feature of the UPTIQ platform is that it deploys seamlessly with current workflows and is already integrated with industry leading WealthTech (e.g. Orion) and BankTech platforms (e.g. Alkami, Q2).

Unlike many general-purpose large language models (LLMs) that suffer from hallucinations—producing incorrect or misleading outputs—Uptiq’s AI is built with reliability and accuracy at its core. UPTIQ’s AI Workbench is further enhanced by a proprietary Financial Data Gateway that connects with over 100 software that house enterprise data for FI’s clients, which delivers secure, compliant, and traceable outputs, ensuring that institutions in regulated financial sectors can confidently automate processes and deliver smarter, data-driven solutions.

We are excited to bring a unique vertical AI Platform for the industry to deliver innovation at the speed of AI, said Snehal Fulzele, CEO of Uptiq. We recognize that the ever expanding universe of foundational Generative AI models, more traditional predictive AI models and age-old rules-based engine have to come together to deliver innovation for FIs in a compliant manner.

Key Features of the Uptiq AI Platform:

  • AI Workbench for Customization: Tailored workflows allow financial institutions to automate complex back-office tasks, improving accuracy and reducing manual workloads.
  • Reliable AI with No Hallucinations: Uptiq’s AI is built to avoid the common issues of LLMs, such as hallucinations, ensuring only accurate, verifiable outputs. This focus on precision and compliance guarantees that financial institutions can safely integrate AI into their operations.
  • Security and Compliance: With a focus on regulatory compliance and data security, the Uptiq AI Platform ensures traceability of AI outputs and full protection of sensitive financial data.
  • Vertically Integrated: Our Platform is already integrated with leading digital banking providers, loan origination platforms and wealthtech platforms. Additionally, we connect with over 100 data sources across Banking, Custodial, Accounting, Payroll, eCommerce, CRM, ERP, Credit Bureaus and Tax categories to deliver accurate and live information in every single interaction with our AI agents.

About Uptiq:

Uptiq delivers an Enterprise AI Platform for Banking, Wealth Management, and Fintech industries. By combining cutting-edge AI technology with compliant solutions, Uptiq helps financial institutions modernize their services, enhance operational efficiency, and deepen client relationships. With a particular emphasis on delivering reliable, accurate AI outputs, Uptiq’s technology is designed to avoid common LLM pitfalls like hallucinations, making it a trusted partner for highly regulated industries.

After years of development and refinement, Uptiq has successfully processed over $1 billion in loans, proving the platform’s impact and reliability in handling complex financial transactions.

With over $25M in equity funding and a team of industry veterans, Uptiq is positioned at the forefront of the AI revolution in financial services.

About the CEO

Snehal Fulzele brings decades of experience in financial technology, having led initiatives that empower banks and wealth management firms to embrace innovative technology.

Fonte: Business Wire

If you liked this article and want to stay up to date with news from InnovationOpenLab.com subscribe to ours Free newsletter.

Related news

Last News

RSA at Cybertech Europe 2024

Alaa Abdul Nabi, Vice President, Sales International at RSA presents the innovations the vendor brings to Cybertech as part of a passwordless vision for…

Italian Security Awards 2024: G11 Media honours the best of Italian cybersecurity

G11 Media's SecurityOpenLab magazine rewards excellence in cybersecurity: the best vendors based on user votes

How Austria is making its AI ecosystem grow

Always keeping an European perspective, Austria has developed a thriving AI ecosystem that now can attract talents and companies from other countries

Sparkle and Telsy test Quantum Key Distribution in practice

Successfully completing a Proof of Concept implementation in Athens, the two Italian companies prove that QKD can be easily implemented also in pre-existing…

Most read

Roblox to Report Second Quarter 2025 Financial Results on July 31, 2025

Roblox Corporation (NYSE: RBLX) today announced that it will report the company’s second quarter 2025 financial results before the opening of the U.S.…

NiCE Unveils 2025 International CX Excellence Award Winners, Spotlighting…

#AI--NiCE (Nasdaq: NICE) today announced the winners of its 2025 International CX Excellence Awards, honoring organizations from across EMEA and APAC…

LambdaTest Announces Deeper Collaboration with Appium as Strategic Partnership

#AI--LambdaTest, a unified agentic AI and cloud engineering platform, has announced it has become a strategic sponsor of Appium, the world’s most widely…

ReSource Pro Makes Strategic Acquisition of Propellint; Expands Technology…

ReSource Pro today announced it has acquired Propellint, a technology services firm specializing in implementation and support for insurance platforms…

Newsletter signup

Join our mailing list to get weekly updates delivered to your inbox.

Sign me up!