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About

Made for commercial banks and commercial lenders, BankPoint seamlessly overlays your core banking system with a simple, user-friendly solution that will dramatically improve and simplify the way your institution operates. Learn why forward-thinking financial institutions are adopting BankPoint to improve areas including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and more.

About

Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Banks, lenders, and loan portfolio managers of all sizes

Audience

Fnancial institutions and fintech teams that want to automate lending, banking, and wealth workflows with compliant, domain-specific AI agents that improve efficiency, decision speed, and customer outcomes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

BankPoint uses a simplified per-user pricing model that includes all current available modules and future releases of the BankPoint system. The solution can be deployed in your data center (on-premise), or hosted privately in the Microsoft Azure Cloud.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

BankPoint
Founded: 1999
United States
www.getbankpoint.com/scheduledemo/

Company Information

Uptiq
Founded: 2022
United States
www.uptiq.ai/

Alternatives

enVisual360

enVisual360

enSynergy Professional Services

Alternatives

Axe Credit Portal

Axe Credit Portal

Axe Finance

Categories

Banking Supported
Commercial Loan Supported
Loan Management Supported
Mortgage and Loans Supported

Categories

AI Agents Supported
AI Lending Supported
Banking Supported
Commercial Loan Supported
Financial Services Supported
Wealth Management Supported

Banking Features

ATM Management Not Supported
Compliance Tracking Supported
Corporate Banking Not Supported
Credit Card Management Not Supported
Credit Union Not Supported
Investment Banking Not Supported
Multi-Branch Not Supported
Online Banking Not Supported
Private Banking Not Supported
Retail Banking Not Supported
Risk Management Supported
Securities Management Not Supported
Transaction Monitoring Not Supported

Commercial Loan Features

Asset Management Supported
Audit Trail Supported
Complex Debt Structures Supported
Dashboard Supported
Document Management Supported
Exposure Management Supported
Lead Management Supported
Pipeline Management Supported
Risk Management Supported
Trend Analysis Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Integrations

Kinective Bridge Supported

Integrations

Kinective Bridge Not Supported
Claim BankPoint and update features and information
Claim BankPoint and update features and information
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Claim Uptiq and update features and information