AI with enterprise context

A private analytical agent grounded in how your business works.

OptiAgent explains performance, prepares reporting and automates analytical work using governed data plus the customer’s approved processes, documentation and terminology.

01Enterprise capability
Built for governed scale

Designed to work as part of one connected financial intelligence platform.

Each OptiFI capability shares the same controlled data foundation, identity, audit trail and enterprise operating model.

01

Customer-controlled models

Deploy secure models within the customer environment or an approved private cloud boundary.

02

Grounded enterprise knowledge

Use governed data, process documentation, policies and business definitions as trusted context.

03

Agentic analysis and reporting

Investigate drivers, assemble repeatable reports and help users move from question to evidence.

04

Controlled automation

Automate approved analytical and reporting tasks with auditable inputs and outputs.

Connected by design

One platform from source to decision.

Connect data, apply governed logic, analyse performance, model change and automate the work around it—without creating another disconnected toolset.

Data Models Insight Action
OptiFI enterprise platform

See this capability in your environment.

Bring us the data, reporting, modelling or automation challenge you want the platform to solve.