Broadridge Financial Solutions, Inc. (NYSE: BR) today announced a new strategic partnership and investment of minorities in UPTIQ, an AI platform for financial services.
UPTIQ’s integration of Broadridge (WLN) lending network (WLN) provides financial advisers and banks access to hand in the hand, Agentic AI applications that automate title -based work flows (SBL), provide detailed information and enhance the results for customers.
“This strategic cooperation contributes to the modernization of wealth management, facing the increasing demand for artificial intelligence in financial services, as well as the need to develop a better wealth borrowing process that is effective, compatible and personalized,” said Mike ALEXANDER. “With AI tools powered by AI and Broadridge’s wealth lending network, we allow advisers to offer smarter lending recommendations, save time and ultimately help their customers access the liquidity needed to achieve our financial goals.
The Broadridge wealth borrowing network is a digital platform that connects wealth managers, financial advisers and their customers with a network of lenders expanding securities -based credit lines. It rationalize the process of accessing SBL solutions, especially for financial advisers and wealth management companies that are not linked to banks.
Through the integration with UPTIQ, financial advisers can more easily promote and compare loan options tailored to their customers’ needs, while automating manual duties such as referrals, loan processing and monitoring of the will. The combined solution extends access to financial consultants to credit solutions for their customers, improves customer service, enhances compliance and reduces formal friction and complexity in providing loan solutions to wealth customers.
“UPTIQ was designed to remove heavy lift from lending,” said Snehal Fulzele, founder and CEO of UPTIQ. “Our platform driven by AI surfaces with the most relevant loan options, actively guiding advisers so that they can focus on customer service instead of fighting with the complexity of procedures. Immediately connecting the wealth of wealth of wealth, liquidity. “
Broadridge’s investment supports UPTIQ growth and reinforces a common vision of converting wealth lending. By utilizing AI to simplify the complex lending processes and deliver smarter, more escalating solutions, Broadridge and UPTIQ help financial institutions adapt, grow and lead better results throughout the economic ecosystem.