For FinTech

For FinTech

Scale landing process without complexity

Scale landing process without complexity

Land customers in seconds with one click and human approval, powered by Upsonic’s seamless agentic workflow.

Land customers in seconds with one click and human approval, powered by Upsonic’s seamless agentic workflow.

Explore More

Explore More

Book Demo

Book Demo

Trusted by top global fintechs

  • Landing Prepared

    All required landing steps are queued for execution.

    Processing data…

    Approvals Collected

    Approved documents from onboarding, compliance feedback, and sales commission rates gathered.

    Validating inputs…

    Terms Confirmed

    Commission rates verified and stored for audit & compliance.

    Syncing with APIs…

    Account Created

    System generated account credentials and applied default settings.

    Generating credentials…

    Customer Notified

    Linked payment method validated with a test transaction.

    Agent Working...

    Welcome Pack Sent

    Final documentation and access details delivered to customer.

    Congrats! Customer is landed.

  • Landing Prepared

    All required landing steps are queued for execution.

    Processing data…

    Approvals Collected

    Approved documents from onboarding, compliance feedback, and sales commission rates gathered.

    Validating inputs…

    Terms Confirmed

    Commission rates verified and stored for audit & compliance.

    Syncing with APIs…

    Account Created

    System generated account credentials and applied default settings.

    Generating credentials…

    Customer Notified

    Linked payment method validated with a test transaction.

    Agent Working...

    Welcome Pack Sent

    Final documentation and access details delivered to customer.

    Congrats! Customer is landed.

  • Landing Prepared

    All required landing steps are queued for execution.

    Processing data…

    Approvals Collected

    Approved documents from onboarding, compliance feedback, and sales commission rates gathered.

    Validating inputs…

    Terms Confirmed

    Commission rates verified and stored for audit & compliance.

    Syncing with APIs…

    Account Created

    System generated account credentials and applied default settings.

    Generating credentials…

    Customer Notified

    Linked payment method validated with a test transaction.

    Agent Working...

    Welcome Pack Sent

    Final documentation and access details delivered to customer.

    Congrats! Customer is landed.

+60%

Increase in conversion rate after faster landing process.

< 5 min

Average time to approve and open an account.

< 5 min

Average time to approve and open an account.

89%

Fewer manual approval steps

89%

Fewer manual approval steps

Reliable & Autonomus

Reliable & Autonomus

Reliable & Autonomus

Landing now agentized

Seamlessly gather approvals, set terms, and create accounts in one flow, all with human approval built in.

Gather Required Approvals

Gather Required Approvals

Gather Required Approvals

Collect all necessary approvals in one place

Approved documents from onboarding team

Approved documents from onboarding team

Approved documents from onboarding team

Risk & compliance feedback received

Risk & compliance feedback received

Risk & compliance feedback received

Status updated instantly

Status updated instantly

Status updated instantly

Book a Demo

Book a Demo

Book a Demo

Set Commercial Terms

Set Commercial Terms

Set Commercial Terms

Define and confirm commission rates

Request rate from sales team

Request rate from sales team

Request rate from sales team

Auto-check for standard or custom rates

Auto-check for standard or custom rates

Auto-check for standard or custom rates

Approval stored for audit

Approval stored for audit

Approval stored for audit

Book a Demo

Book a Demo

Book a Demo

Create Customer Account

Create Customer Account

Create Customer Account

Open the account instantly with all data compiled

Upsonic compiles all inputs automatically

Upsonic compiles all inputs automatically

Upsonic compiles all inputs automatically

Single-click account creation

Single-click account creation

Single-click account creation

Confirmation sent to customer

Confirmation sent to customer

Confirmation sent to customer

Book a Demo

Book a Demo

Book a Demo

Compliance-Ready

Compliance-Ready

Compliance-Ready

Advanced Landing Capabilities

Streamline KYC, AML checks, API integrations, and secure local processing, all in one landing workflow.

Merchant Registration

Auto-submit applications, track responses, and close loops across providers.

Merchant Registration

Auto-submit applications, track responses, and close loops across providers.

Merchant Registration

Auto-submit applications, track responses, and close loops across providers.

Human-in-Control & Audit

Review only exceptions; every action is logged with evidence for compliance.

Human-in-Control & Audit

Review only exceptions; every action is logged with evidence for compliance.

Human-in-Control & Audit

Review only exceptions; every action is logged with evidence for compliance.

100% Local LLM Processing

All verifications processed securely on your infrastructure.

100% Local LLM Processing

All verifications processed securely on your infrastructure.

100% Local LLM Processing

All verifications processed securely on your infrastructure.

Accounts & Limits Setup

Open accounts and configure MCC, fees, risk rules, and limits via API.

Accounts & Limits Setup

Open accounts and configure MCC, fees, risk rules, and limits via API.

Accounts & Limits Setup

Open accounts and configure MCC, fees, risk rules, and limits via API.

Not only Custom

Not only Custom

Not only Custom

Tailored to your

Workflows

Operations

Processes

Workflows

Workflows

Operations

Processes

Workflows

Workflows

Operations

Processes

Workflows

We work closely with FinTech teams to build AI agents customized to their real-world operations. Talk to our team to explore automation opportunities and get a free assessment of your current workflows.

Book a Demo

Book a Demo

Book a Demo

New Services

New Services

New Services

Explore Our Agentic Workflows

Onboarding Agent

Upsonic onboard any customer regulatory requirements and perform repetitive fact-checking.

Explore Workflow

Onboarding Agent

Upsonic onboard any customer regulatory requirements and perform repetitive fact-checking.

Explore Workflow

Onboarding Agent

Upsonic onboard any customer regulatory requirements and perform repetitive fact-checking.

Explore Workflow

Landing Agent

Prevents operational complexity after onboarding, enabling customers to land quickly.

Explore Workflow

Landing Agent

Prevents operational complexity after onboarding, enabling customers to land quickly.

Explore Workflow

Landing Agent

Prevents operational complexity after onboarding, enabling customers to land quickly.

Explore Workflow

Payment Facilities Agent

Payment facilities registrations across multiple banks, eliminating manual work.

Explore Workflow

Payment Facilities Agent

Payment facilities registrations across multiple banks, eliminating manual work.

Explore Workflow

Payment Facilities Agent

Payment facilities registrations across multiple banks, eliminating manual work.

Explore Workflow

Proven ROI

Proven ROI

Proven ROI

Redefine Onboarding

Trusted by FinTech and AI Leaders

Trusted by FinTech and AI Leaders

Trusted by FinTech and AI Leaders

“onboarding agents cut our customer verification time from days to minutes.”

From document collection to compliance checks, Upsonic automates every onboarding step with unmatched speed and accuracy — giving you happier customers and faster revenue.

Sarah Lin

Sarah Lin

Sarah Lin

Chief Operating Officer @TruePay

Chief Operating Officer @TruePay

@company

Trusted by Worldwide FinTechs

Trusted by Worldwide FinTechs

Trusted by Worldwide FinTechs

The problem is generic agents that aren’t fit for your workflows.

The problem is generic agents that aren’t fit for your workflows.

Start with

Start with

Start with

Why Choose Upsonic?

Traditional RPA
LLM Agents
Upsonic

Setup & Deployment

× Slow

× Manuel scripting

✓ Fast

× Unreliable

✓ Fast

✓ Upsonic platform and agentic workflows can be easily deployed to your local server within minutes. Agentization begins as soon as we work together.

All in One Hub

✓ Single-purpose automation

× No central agent hub

✓ Isolated agents

× No unified framework

✓ Create your agent

✓ Our Agent Framework enables you to create agents for your fintech operations.

Flexiblity & Tailored

× Limited flexibility

× Not workflow-adaptable

✓ High flexibility

× Not workflow-adaptable

✓ High flexibility

✓ Upsonic educates an agentic workflow tailored to your needs for reliable, human-level results under your control.

Maintenance & Updates

× Manual updates

× High downtime

× Complex prompt tuning

✓ Platform maintenance and development are handled by us to increase the training level of agents continuously. Besides maintenance, our platform is up %99.99 of the time.

Real ROI

Real ROI

Real ROI

Start Agentize Fintech Operations

Book a demo to watch agents work in production.

Start Now

Start Now

Start Now

80%

Auto Onboarding

6x

Fast Operation

740hr

Time Savings