Onnix

Overview

Onnix is an AI-powered platform that acts as a personalized co-pilot for bankers, helping them get accurate answers and deliverables quickly. It brings powerful AI and data science tools to the banking industry to save teams time.

Onnix was built by bankers for bankers and is trusted by top firms like Lazard, Palantir, Microsoft, Y Combinator, Harvard, and Dartmouth.

How Does Onnix Work?

Onnix works through natural language prompting. Users can ask Onnix questions or give it instructions, and it will provide personalized responses and outputs.

Key features and functionalities include:

• Data Source Querying - Query data providers like FactSet, CapIQ, and pull answers with traceable sources instantly. Onnix is aware of all available content.

• Excel Analysis - Run analyses and generate Excel outputs through prompting. Onnix brings no-code data science to enhance insights.

• Slide Decks - Create customized slide decks 10x faster through prompting. Onnix learns from old decks and can iterate quickly.

Use Cases and Applications

Onnix can be used across teams and roles in banking:

For Senior Bankers

• Get fast answers from data sources during live client calls
• Run quick data calculations and analysis
• Iterate on slide deck shells rapidly

For Junior Bankers

• Look up one-off information easily
• Handle niche client requests and bespoke analysis
• Build out full slide decks efficiently to focus on insights

Onnix saves time on repetitive tasks so bankers can focus on high-value work.

Who is Onnix For?

Onnix is designed for all bankers across seniority levels at investment banks, commercial banks, and other financial services firms. Specific roles that can benefit:

• Investment Banking Analysts and Associates
• Research Analysts
• Portfolio Managers
• Traders
• Financial Advisors
• Commercial Banking Lenders
• Credit Analysts

Plans and Pricing

Onnix is currently in private beta. Interested users can sign up on the website to get early access.

Pricing has not been publicly announced yet. Onnix plans to offer customized enterprise plans for teams.

Support

As an enterprise platform, Onnix provides dedicated support and account management to customers. Users can get help directly through the platform or via email and phone.

Integrations

Key integrations include:

• Data providers like FactSet, CapIQ, Bloomberg, etc.
• Microsoft Excel
• Email and messaging apps like Outlook, Slack, Teams
• PowerPoint

API

Onnix offers API access so teams can build customized integrations and workflows.

Reviews

As a startup in beta, Onnix does not have public user reviews yet. Early users have provided positive feedback on the time savings and efficiency gains.

Frequently Asked Questions

• Is Onnix secure? Yes, Onnix utilizes enterprise-grade security protections on its cloud infrastructure. User data is kept private.

• What AI does Onnix use? Onnix uses large language models fine-tuned on financial data to power its natural language abilities.

• Can I customize Onnix? Yes, teams can work with Onnix to customize models, integrations, and more for their specific needs.

Useful Links

• Onnix Website
• Request a Demo
• Join the Beta
• Onnix Blog
• Onnix on Twitter
• Onnix on LinkedIn