Onnix

Onnix is a specialized AI co-pilot engineered to revolutionize the banking industry. Developed by a team of former bankers and AI experts from Lazard, Palantir, and Microsoft, Onnix addresses the core challenges faced by banking teams: tight deadlines, large datasets, and the limitations of traditional tools like Excel and PowerPoint. It acts as a powerful assistant that understands the nuances of financial workflows, aiming to deliver a 10x productivity boost.

The platform is designed as a no-code solution, making sophisticated data science and AI capabilities accessible to all members of a banking team, regardless of their technical expertise. By integrating directly with a team's proprietary data, datarooms, and essential third-party data providers such as FactSet and CapIQ, Onnix ensures that all outputs are relevant, accurate, and directly traceable to their source, simplifying the review and auditing process.

How to use Onnix

Using Onnix is designed to be intuitive and seamlessly integrated into existing banking workflows. The process is centered around simple, natural language prompts. A user, whether a junior analyst or a senior managing director, can interact with Onnix through a few keystrokes. For instance, to create a presentation, a user can prompt: "Create a pitch deck for Client X, including a market overview, valuation analysis based on the attached Excel file, and our standard team introduction slides." Onnix will then learn from past presentations to match formatting and MD preferences, generating a shell deck instantly. Similarly, for data analysis, a user can upload a file and ask Onnix to "Run a regression analysis on this data and visualize the key findings." The platform processes the request in the background using powerful data science languages and returns the output, ready for review or inclusion in a report.

Core Features of Onnix

• AI-Powered Slide Deck Creation: Instantly generate personalized PowerPoint slide decks. Onnix learns from your team's previous presentations to match specific formatting, style, and content preferences. It can create shell decks from scratch, insert complex data visualizations, and handle comments and iterations, reducing deck creation time from hours to minutes.
• No-Code Excel Analysis: Perform deep data analysis without writing a single line of code. Users can upload files or connect to data sources and use simple prompts to run complex calculations, generate financial models, and uncover insights that would be difficult or impossible to find using Excel alone.
• Instant Data Source Querying: Get immediate, accurate answers from your connected data providers (e.g., FactSet, CapIQ) and internal datarooms. During a live client call or a high-pressure meeting, team members can ask Onnix for specific data points (e.g., "What is the current P/E ratio for Company Y?") and receive sourced, reliable answers instantly.
• AI Model-Auditor: To ensure accuracy and reliability, Onnix includes an AI-powered auditor that helps debug models, catches errors as they occur, and suggests improvements. This feature provides an extra layer of confidence in the generated analyses.

Use Cases for Onnix

Onnix is versatile and supports various roles within a bank. For Junior Teams, it's a powerful tool to accelerate core tasks. An analyst can use Onnix to build out initial slides and run bespoke analyses for niche client requests, freeing up time to focus on higher-value insights and storytelling. For Senior Teams, Onnix acts as a rapid ideation and verification tool. A Managing Director can ask for a shell deck to see different analytical angles or query for a quick fact during a negotiation, getting the information they need without creating a bottleneck for the junior team. This dramatically speeds up the iteration cycle, as changes can be visualized and implemented in a fraction of the time.

Advantages of Onnix

The primary advantage of Onnix is the significant acceleration of the entire banking workflow. By automating time-consuming tasks, it allows teams to focus on strategic thinking and client engagement. Its no-code nature democratizes data science, empowering every team member to conduct deep analysis. Furthermore, the platform's emphasis on auditable, source-traced outputs ensures high standards of accuracy and compliance. This combination of speed, accessibility, and reliability helps reduce bottlenecks, improve collaboration between senior and junior staff, and ultimately drive better outcomes for clients.

Pricing and Plans

Onnix is currently in a private beta phase, primarily targeting enterprise teams within the banking sector. Pricing information is not publicly available. Interested firms are encouraged to visit the Onnix website to request a demo or join the beta program to receive a custom quote tailored to their team's specific needs and scale.