Overview

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Onnix AI is a personalized AI co-pilot tool designed specifically for banking professionals. Its main goal is to save teams time by providing accurate answers and deliverables quickly.

Onnix leverages AI and powerful data science tools to bring automation and efficiency to banking processes.One key feature of Onnix is data source querying.

Users can ask Onnix any question from popular data providers such as FactSet and CapIQ, and the tool will provide answers with traceable sources. Onnix integrates with data sources and can output and send responses directly via email or messaging applications.

This feature is particularly useful for both senior and junior teams, as it enables quick access to information during live client calls or when looking for specific data.Another functionality offered by Onnix is Excel analysis.

Users can run data analyses and generate outputs through prompts. Onnix integrates with data providers and powerful AI and data science languages, allowing banking teams to generate detailed insights without the need for coding skills.

This feature is beneficial for senior teams needing quick data calculations and for junior teams that require niche client asks or bespoke analysis.Moreover, Onnix helps users create slide decks personalized to managing director (MD) preferences at a significantly faster pace.

By learning from old presentations, Onnix can quickly assemble slide decks based on simple prompts. Users can directly see analysis outputs, reconfigure decks, and manage comments and formatting.

This feature is valuable for both senior and junior teams, as it streamlines the process of creating slide decks, allowing more time for insights and observations.Overall, Onnix AI is a trusted tool built by bankers for bankers, aimed at leveraging AI and data science to enhance efficiency and productivity within the banking industry.

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Initial release

August 7, 2023

Initial release of Onnix.

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Financial analysis Onnix

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Comments(1)

Lauren Langley

🙏 2 karma

Dec 18, 2024

@ initial release

Rated it

Good great app

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Pros and Cons

Pros

Built for banking professionals

Saves time in deliverables

Data source querying feature

Integrated with popular data providers

Provides traceable source answers

Sends responses via email/messaging

Effective for both senior and junior teams

Excel analysis functionality

Generates insights without coding

Quick data calculations

Bespoke analysis for client needs

Slide decks creation feature

Learns from old presentations

Streamlines slide generation process

Handles comments and formatting

No-code platform for banking

Automates banking processes

Supports multiple data science languages

Fast output of data and slides

Simplifies deck reconfiguration process

Time-saver for live client calls

Allows direct iteration with Onnix

Built by bankers for bankers

Helps with one-off information retrieval

Fast and accurate answer provision

Supports bespoke client analysis

Generates high-quality insights from data

Promotes efficiency and productivity in banking

Focuses more on observation and story

Adaptable to MD's preferences

View 25 more pros

Cons

Limited to banking industry

Requires integration with data sources

Potentially unmanageable email/messaging responses

Learning curve with prompts

Dependent on good historical data

Manual reconfiguration of decks

Handling formatted comments might be tricky

Personalized MD preferences may limit utility

Connectivity issues in live client calls

Limited to specific data sources

View 5 more cons

Q&A

What is Onnix AI?

Onnix AI is a personalized AI co-pilot tool designed specifically for banking professionals. It aims to bring automation and efficiency to banking processes through features such as data source querying, Excel analysis, and personalized slide deck creation. Onnix AI thoroughly integrates with data providers for seamless data handling and analysis.

How does Onnix AI save teams time?

Onnix AI saves teams time by delivering accurate answers and deliverables quickly. It does so through features such as speedy data source querying and Excel analysis, as well as rapid assembly of slide decks personalized to managing director preferences.

Can Onnix AI provide answers from data providers such as FactSet and CapIQ?

Yes, Onnix AI can provide answers from data providers such as FactSet and CapIQ. Users can ask Onnix any question from these providers, and Onnix will deliver the answers with traceable sources.

How does Onnix AI integrate with different data sources?

Onnix AI integrates with different data sources by linking to these data providers. It is aware of all content available from these sources, providing users with comprehensive and accurate answers.

How can I receive responses from Onnix AI?

Responses from Onnix AI can be received directly via email or messaging applications. Onnix is capable of outputting and sending the required information via these channels for swift communication.

Can Onnix AI assist in Excel data analyses?

Yes, Onnix AI does assist in Excel data analyses. Users can upload files or build out excel sheets integrated with data providers with simple prompts and run the analysis. Onnix AI uses powerful data science to generate high-quality insights from the data.

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How does the prompt function in Excel analysis work in Onnix AI?

The prompt function in Excel analysis with Onnix AI involves users inputting commands or queries. Onnix then uses these prompts to perform the requested analysis or calculations within Excel, completely integrated with FactSet, CapIQ, or other preferred data providers.

Do I need coding skills to operate Onnix AI?

No, you don't need coding skills to operate Onnix AI. It leverages AI and data science, providing a no-code platform for banking teams to generate deeper insights from data that may not have been possible with just Excel.

How does Onnix AI personalize slide decks to managing director preferences?

Onnix AI personalizes slide decks to managing director preferences by learning from old presentations. Using these past examples, it assembles slide decks based on simple prompts for a personalized touch.

Can Onnix AI quickly assemble slide decks?

Yes, Onnix AI can quickly assemble slide decks. To do so, it learns from old presentations and constructs the slide decks based on simple prompts, enabling a quicker and more efficient slide-making process.

How does Onnix AI learn from previous presentations?

Onnix AI learns from previous presentations by studying and understanding the patterns, styles, and preferences showcased in them. It uses this information to create future slide decks that align with the user's preferences and needs.

What are the capabilities of Onnix AI when it comes to creating slide decks?

Onnix AI can generate slide decks that are highly personalized to managing director preferences substantially faster than manual methods. Additionally, it allows for quick iteration of decks and can handle comments and formatting, making the process of creating slide decks more efficient.

What is the main target audience of Onnix AI?

The main target audience of Onnix AI are banking professionals, both senior and junior teams. It is a tool designed by bankers for bankers, aiming to enhance workflow efficiency and productivity within banking teams.

How can Onnix AI enhance efficiency in the baking industry?

Onnix AI enhances efficiency in the banking industry by automating and speeding up several processes. These include data source querying, Excel analysis, and slide deck creation, allowing banking professionals to allocate more time for insights and observations.

Is there a beta option for Onnix AI?

Yes, there indeed appears to be a beta option for Onnix AI. Prospective users can join the beta for a firsthand experience with the tool.

Who is the team behind Onnix AI?

The team behind Onnix AI comprises individuals with backgrounds in significant establishments like Lazard, Palantir, Microsoft, Y Combinator, Harvard, and Dartmouth.

What companies and institutions are involved with Onnix AI?

Companies and institutions involved with Onnix AI include Lazard, Palantir, Microsoft, Y Combinator, Harvard, and Dartmouth. Their expertise and backing contribute to the robustness and trustworthiness of Onnix AI.

Can junior teams also use Onnix AI for quick data retrieval and analysis?

Yes, junior teams can also use Onnix AI for quick data retrieval and analysis. Whether looking into one-offs, performing bespoke analysis, or building slide decks, Onnix AI caters to both senior and junior teams' needs.

Can I schedule a meeting to learn more about Onnix AI?

Yes, you can schedule a meeting to learn more about Onnix AI. A link is provided on their website for scheduling an informational chat.

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