Transforming Financial Services: Persistent & Uptiq partnership for AI-driven automation

Persistent and Uptiq deliver enterprise-ready AI solutions that modernize financial workflows and automate decision-making. Our partnership combines Uptiq’s composable AI Workbench with Persistent’s domain expertise to help institutions scale operations and deliver superior client experiences.

Industry Ready Value
Industry Ready Offerings

Banking & Lending

Uptiq’s modular AI agents, integrated with Persistent’s BFSI expertise, are rapidly deployed to automate loan origination, underwriting, and compliance-heavy workflows, thus, streamlining processes and improving accuracy without disrupting core banking systems.

Insurance

Uptiq’s pre-built AI agents, combined with Persistent’s engineering capabilities, enable insurers to automate underwriting, accelerate claims processing, and detect fraud in real time, thereby leveraging behavioral analytics and predictive models for faster, more reliable outcomes.

Wealth Management

Uptiq’s agentic automation tools, seamlessly integrated by Persistent, empower wealth firms to automate client onboarding, analyze portfolios, and monitor compliance, delivering measurable growth and freeing advisors to focus on strategic client relationships.

Banking & Lending: Intelligent Financial Automation

Persistent and Uptiq deliver AI agents that automate loan origination, underwriting, and document validation – streamlining workflows and improving decision accuracy.

Key Benefits:

Faster loan cycles: Collapse origination timelines with intelligent automation.
Regulatory compliance: Ensure traceability and auditability across lending workflows.
Cost efficiency: Reduce manual effort in underwriting and document processing.
Client trust: Deliver faster, more transparent lending experiences.

Insurance: AI-Powered Underwriting & Fraud Detection

Insurers face rising fraud risks and operational inefficiencies. Persistent and Uptiq deliver AI agents that automate underwriting, detect fraud in real time, and streamline claims processing—enhancing accuracy and reducing loss ratios.

Key Benefits:

Automated underwriting: Evaluate risk using real-time data and predictive models.
Fraud detection: Identify anomalies and synthetic identities using behavioral analytics.
Claims automation: Accelerate FNOL and claims settlement with intelligent agents.
Compliance assurance: Ensure adherence to AML, KYC, and regulatory standards.

Wealth Management: Advisor Enablement & Client Onboarding

Persistent and Uptiq empower wealth firms with AI agents that automate onboarding, portfolio analysis, and client engagement—enhancing advisor productivity and client satisfaction.

Key Benefits:

Accelerated onboarding: Automate KYC and document workflows for HNW clients.
Portfolio insights: Use AI to analyze holdings and suggest expansion strategies.
Compliance monitoring: Ensure secure, auditable operations across wealth platforms.
Advisor productivity: Free up time for relationship-building and strategic planning.