Premium, AI-powered financial advisory for your platform.

Uprise.us offers personalized, AI-enhanced financial advisory services to optimize users' financial lives seamlessly.
Uprise.us offers personalized, AI-enhanced financial advisory services to optimize users' financial lives seamlessly.

About the product

Main idea

AI in Uprise.us is used to automate financial optimization processes and deliver personalized recommendations based on users' financial data. By combining AI with human advisors, the platform ensures cost-effective yet highly customized financial advisory services, offering a balance of automation and personal touch.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate

  • erw


Uprise.us functions by first integrating with your financial platform either through a white-labeled solution or customized APIs. This integration allows the product to gather comprehensive financial data from your end-users, including assets held off-platform. AI processes this data to generate personalized financial recommendations.

The platform then offers these recommendations at optimal moments to maximize user engagement and conversion, thereby enhancing both user financial health and partner revenue. Certified financial advisors are readily available to assist users with any detailed financial planning, creating a seamless blend of automated and human advisory services.

Key features

  • AI-Powered Optimization Engine: Utilizes advanced AI algorithms to analyze user financial data and provide customized recommendations.
  • Comprehensive Financial Picture: Aggregates financial information, including off-platform assets, to give a holistic view of the user's financial state.
  • Seamless Integration: Offers flexible integration options including white-labeled solutions and customizable APIs for easy partner onboarding.
  • Regulatory Compliance: Handles the regulatory and security overhead to ensure compliance, allowing quick deployment and maintenance.
  • Cross-Selling Capabilities: Surfaces relevant products to users at the right time, increasing the likelihood of conversions and enhancing partner revenue.




Show more

Test the skills on real cases

Potis works on automated behavioral interviews.
Candidates will be asked to give examples of how they handled situations in a real case.

Scenario environment

You are a Project Manager at Experlogix, a global software company specializing in Configure Price Quote (CPQ) solutions. You are currently leading a team of solution consultants, architects, team leads, and support team members. The company has recently acquired a new client in the life sciences industry who wants to implement the CPQ software for their complex configurable products and services. The project will involve both a waterfall-based discovery and solution design phase, followed by Agile-based modelling sprints. The client has high expectations for a seamless implementation and expects the project to be delivered within a specific timeframe and budget.

Role specificity

As the Project Manager, you are responsible for leading the project team and ensuring the successful delivery of the CPQ implementation. You have the authority to make decisions regarding project planning, resource allocation, and stakeholder management. You will work closely with solution consultants, architects, team leads, and support team members to define and develop appropriate solutions while managing expectations to deliver an incredible customer experience.",


Build your ideal assessment

Add a job description and the required skills, the service will automatically generate interview questions and create a case.

Anti cheat way to assess

Unlike online-tests, it’s impossible to prepare for behavioral case structured interview.
AI question

Clear & bias free talent scoring

Get useful information about every candidate: by hard/ soft skills, strengths and weaknesses.

01. Technical Skills:

  • Software development methodologies (e.g., Agile, Scrum, Waterfall)
  • Programming languages, databases, and other relevant technologies
  • Software testing and quality assurance
  • Software architecture and system design

02. Strengths:

  • Lead and communicate: clearly define goals, motivate teams, and resolve issues.
  • Plan and organize: keep projects on track, manage resources, and meet deadlines.
  • Solve and adapt: troubleshoot problems, manage risks, and adjust to change.

03. Weaknesses:

  • Limited technical depth: difficulty with complex technical issues or developer communication.
  • Micromanaging tendencies: stifles creativity and reduces morale.
  • Scope creep and conflict: challenges managing changing priorities and resolving disagreements.