Onnix AI

What is Onnix AI?

Onnix AI is a cutting-edge, personalized AI co-pilot designed specifically for banking professionals. Built by bankers for bankers, it integrates advanced AI and data science tools to streamline workflows in the fast-paced financial sector. Whether you're crafting executive presentations, diving into complex data analyses, or pulling real-time insights from financial databases, Onnix AI saves your team valuable time by delivering accurate answers and actionable deliverables at lightning speed. This isn't just another generic AI tool—it's tailored to the unique demands of banking, connecting seamlessly with industry-standard data sources like FactSet and CapIQ.

In an era where bankers juggle high-stakes decisions under tight deadlines, Onnix AI acts as a reliable partner. It learns from your past work, such as old presentations, to generate customized outputs through simple natural language prompts. The result? Teams can focus more on strategic insights and storytelling rather than tedious manual labor. Backed by a trusted team with deep banking expertise, Onnix AI is positioned to transform how financial institutions operate, making advanced analytics accessible without requiring coding skills.

How Does Onnix AI Work?

At its core, Onnix AI leverages powerful AI models combined with data science languages to create a no-code platform that's intuitive for banking teams. The process is straightforward: users interact via prompts, uploading files or specifying requirements, and Onnix processes the input to generate results. It maintains awareness of your connected data sources, ensuring all outputs are traceable and reliable.

Key Components of Onnix AI's Functionality

• Prompt-Based Interaction: Simply describe what you need—whether it's a slide deck outline or a data query—and Onnix handles the heavy lifting. No need for complex queries or manual data entry.
• Integration with Data Providers: Onnix directly links to platforms like FactSet, CapIQ, and others you prefer, pulling in live data for analysis and reporting.
• Learning and Iteration: By analyzing historical documents like past presentations, Onnix adapts to your style and preferences, allowing for rapid iterations based on feedback or comments.
• Output Customization: Choose formats like slide shells, Excel sheets, or even direct email responses, with built-in formatting and analysis visualization.

This workflow empowers both senior and junior team members, democratizing access to sophisticated tools that were once limited to data specialists. For instance, during a live client call, a quick prompt can fetch precise information, saving minutes that add up to hours over a busy day.

Core Features of Onnix AI

Onnix AI stands out with its trio of powerhouse features, each optimized for banking efficiency. These aren't siloed tools but interconnected capabilities that build on one another for comprehensive support.

Slide Decks Generation

Creating personalized slide decks 10x faster is one of Onnix AI's flagship features. Traditional presentation building can consume hours, especially when tailoring to managing director (MD) preferences. Onnix changes that by learning from your old presentations and assembling decks through simple prompts.

• How It Works: Input a prompt like "Create a slide deck on Q3 performance for Client X, emphasizing revenue trends." Onnix generates data visualizations, shell slides, and key observations, allowing you to refine the story.
• Iteration Efficiency: Reconfigure decks in seconds—view analysis outputs directly, incorporate comments, and adjust formatting without starting over.
• Team-Specific Benefits:
  • For Senior Teams: Request a basic shell and iterate collaboratively with Onnix, focusing on high-level strategy.
  • For Junior Teams: Build full slides from scratch, freeing up time for deeper insight development rather than formatting drudgery.

This feature alone can slash preparation time for pitch books or internal reviews, ensuring polished deliverables that impress stakeholders.

Excel Analysis

Running data analyses via prompting brings Excel's power to the next level without the limitations of spreadsheets alone. Onnix AI enables uploading files or building integrated sheets connected to FactSet, CapIQ, or custom providers.

• Core Capabilities: Use natural language to perform calculations, generate outputs, and uncover insights. For example, prompt "Analyze client portfolio exposure to interest rate changes using CapIQ data" to get bespoke reports.
• No-Code Advantage: It harnesses AI and data science to handle complex tasks like niche client queries or ad-hoc analyses that Excel alone might struggle with, producing high-quality, deeper insights.
• Practical Applications:
  • Senior Users: Quick calculations during meetings or strategy sessions.
  • Junior Users: Tackle specialized requests, like bespoke modeling, with guided support.

By automating repetitive Excel tasks, Onnix reduces errors and accelerates decision-making in areas like risk assessment or performance tracking.

Data Source Querying

Instant answers from data providers are a game-changer for time-sensitive banking environments. Onnix AI queries FactSet, CapIQ, or your chosen sources with full traceability.

• Query Process: Ask any question, such as "What’s the latest EBITDA for Company Y from FactSet?" Onnix retrieves, verifies, and formats the response.
• Output Options: Receive answers via email, messaging apps, or integrated reports, with sources cited for compliance.
• Use Cases:
  • Senior Teams: Pull info during live calls for on-the-spot expertise.
  • Junior Teams: Research one-offs or verify details without endless navigation.

This feature ensures you're always prepared, turning potential bottlenecks into seamless information flows.

Who is Onnix AI For?

Onnix AI is ideal for banking teams at all levels, from junior analysts to senior executives in investment banking, asset management, or corporate finance. It's particularly valuable for professionals dealing with data-heavy tasks in high-pressure settings. If your role involves client pitches, financial modeling, or rapid research, Onnix can be your secret weapon.

• Target Users: Bankers, financial analysts, strategy teams, and anyone integrating AI into fintech workflows.
• Why Choose It?: Unlike broad AI tools, Onnix is banking-specific, offering privacy-focused integrations and outputs that align with regulatory needs. It's built for collaboration, scaling from individual use to team-wide adoption.

Early adopters through the beta program have praised its accuracy and speed, noting how it enhances productivity without a steep learning curve.

Practical Value and Use Scenarios

The real-world value of Onnix AI lies in its ability to boost efficiency and quality in banking operations. Imagine preparing for a board meeting: instead of hours formatting slides, spend minutes prompting Onnix for a tailored deck backed by fresh data. Or during due diligence, query market trends instantly to inform negotiations.

• Time Savings: Reduces manual work by up to 10x, allowing teams to handle more deals or deepen analyses.
• Insight Quality: Leverages AI for nuanced interpretations that go beyond basic queries, aiding in competitive edge.
• Scalability: As your team grows, Onnix adapts, supporting everything from daily tasks to complex projects.

In scenarios like M&A advisory, portfolio reviews, or regulatory reporting, Onnix ensures traceable, compliant outputs that build trust.

Getting Started with Onnix AI

Ready to bring Onnix to your team? Join the beta to experience these features firsthand. The platform is web-based, accessible via a simple signup, with options for personalized demos. Connect with the team for tailored onboarding, and explore integrations that fit your workflow.

By choosing Onnix AI, you're investing in a tool that not only accelerates tasks but elevates banking intelligence. Whether you're iterating on insights or querying live data, Onnix delivers the precision and speed modern finance demands.