Uptiq
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.
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enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
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MoneyWare
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.
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Agentforce 360 for Financial Services
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale.
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