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Onnix Personalized AI Co-Pilot for Bankers

Onnix
Contact for Pricing

Home: https://www.onnix.ai

Social:
  • #Investment Banking
  • #Data Analysis
  • #automation
  • #financial data
  • #presentations
  • #Data Querying

What is Onnix?

Onnix is a specialized AI platform tailored for banking professionals. It streamlines workflows by automating tasks such as slide deck creation, Excel analysis, and data source querying. The platform integrates with popular financial data providers like FactSet and CapIQ to deliver accurate and traceable information.

By leveraging advanced AI and data science, Onnix enables banking teams to generate high-quality insights, create personalized presentations, and receive quick answers to complex data inquiries. This allows teams to reduce time to do analysis and focus on delivering strategic insights.

Features

  • Slide Decks: Create personalized slide decks based on prior examples and user prompts, significantly reducing preparation time.
  • Excel Analysis: Perform complex data analyses and generate outputs through simple prompts, integrating with data providers like FactSet and CapIQ.
  • Data Source Querying: Retrieve instant answers from integrated data providers, with traceable sources, and share outputs via email or messaging.

Use Cases

  • Creating presentation decks rapidly for client meetings.
  • Performing in-depth data analysis without manual Excel work.
  • Quickly obtaining specific financial data during live client calls.
  • Developing bespoke analyses for niche client requests.

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