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Uptiq

UPTIQ delivers real-time business insights inside digital banking, helping financial institutions grow revenue, reduce risk, and deepen SMB relationships.

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What does Uptiq do?

UPTIQ provides real-time SMB analytics and alerts that help financial institutions uncover opportunities, manage risk, and strengthen business relationships.

How does the integration between Uptiq and Alkami work?

UPTIQ integrates with Alkami’s digital banking platform to embed real-time business insights, dashboards, and alerts directly into the digital experience.

What products does Uptiq offer?

Business Analytics Standard

Includes Forecast Builder and Insights widgets using Alkami data to deliver cash flow forecasts, payment calendars, and key business KPIs.

Business Analytics Premium

Adds connections to 200+ business apps with expanded analytics, credit insights, and advanced KPIs for a complete financial view.

Key outcomes you can achieve with Uptiq

Discover how Uptiq's solutions empower financial institutions to achieve measurable outcomes and deliver lasting value.

Grow revenue intelligently

Surface timely cross-sell and up-sell opportunities using real-time insights.

Expand deposit relationships

Identify external account activity and wallet-share growth opportunities.

Detect risk sooner

Receive alerts for outlier behavior and negative credit changes.

Strengthen SMB retention

Guide consultative conversations with always-current financial data.

Improve team efficiency

Align credit, marketing, and sales with a single source of truth.

Discover how leading FIs grow with SavvyMoney

Fisionaries Podcast featuring Jim Marous, discussing innovation in digital banking

Bringing digital banking excellence to light

hosted by

Jim Marous

Leading Fintech Influencer and Co-Publisher of The Financial Brand

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“We have gotten a lot of great feedback from our customers, that the platform is easier to use, it's very much intuitive on what you're doing.”

Amy Driscoll

Digital Service Analyst, Kennebec Savings Bank

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When local business owner Anna needed support for opening her small business, she turned to NorthWest Federal Credit Union. She never imagined just how much support they would truly give. See the stories of those impacted by regional and community FIs.

See stories

Frequently asked questions

Explore common questions about integrating Uptiq.

UPTIQ identifies external account activity and excess cash, helping institutions target wallet-share expansion opportunities.

Yes. UPTIQ delivers real-time alerts for negative credit movements, overdue receivables, and unusual financial behavior.

Relationship managers, credit analysts, and marketing teams use UPTIQ dashboards and alerts to guide decisions.

UPTIQ connects to accounting, e-commerce, CRM, and other business apps to provide up-to-date cash flow and performance insights.

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Uptiq

What does Uptiq do?