Agentic AI for the Financial Industry
Specialized Assistants for banking and finance, AI-powered regulatory compliance, and a data-sovereign alternative to shadow AI — built for the world’s most regulated industry.
One Platform, Three Ways to Create Value
Financial institutions can’t compromise on control, auditability, or security. ONTEC AI’s platform is built around exactly those constraints — and gives you three ways to put it to work.
Architecture of Trust and Support
Our approachable UI and in-built guardrails and hallucination prevention ensure that your employees will always get transparent answers from a friendly Assistant – by design
Specialized Assistants for Financial industry and Regulations compliance
Comply with your regulatory obligations with Agentic AI RegTech. Track regulatory change, assess impact on your internal policies, and draft reporting packages — with a human in the loop at every step.
Fighting Shadow AI with Data Sovereign CompanyGPT
Decrease the use of unsanctioned third-party AI chat tools with a reliable, enterprise-grade, data-sovereign alternative — CompanyGPT, included with every Assistant.
Dr. Tobias Wüchner, Managing Director of grenke Digital GmbH
“We at grenke Digital GmbH are very satisfied with ONTEC AI as a partner. All the solutions we have utilized so far fit our requirements perfectly. Above all, we value their flexibility, agility, and strong service-oriented mindset – an absolute necessity in the fluid and fast-paced world of artificial intelligence.”
“We at grenke Digital GmbH are very satisfied with ONTEC AI as a partner. All the solutions we have utilized so far fit our requirements perfectly. Above all, we value their flexibility, agility, and strong service-oriented mindset – an absolute necessity in the fluid and fast-paced world of artificial intelligence.”Built for Regulated Industries
Enterprise architecture-ready
Various connectors and support of custom DMS integrations, including legacy systems
Hosting & Model agnostic
Hosting and data processing on secure EU-based clouds and on-prem
ISO27001 certified provider from EU
Developed exclusively in Austria with highest information security standards
Anti-hallucination & data lineage
Context control and hallucination suppression mechanism for audit-ready RAG
Auth & RBAC
Supports SSO and granular permissions control on functionality, data and Assistants
Regulated by core, friendly by design
Approachable UI proved by financial teams
Agentic AI Assistants for Your Business Processes
Tailored workflows for outstanding performance — Credit Manager Assistant, Portfolio/Asset Manager Assistant, Relationship Manager Assistant, and more — operating on any data source you rely on.
Built on the Data You Already Have
Our Agentic AI Assistants support your employees in core business processes that generate direct value. Leveraging on-prem/private cloud sovereign processing, clear data lineage, and hallucination prevention, our Assistants fetch and process the data you need from any source — public internet data, market data like Bloomberg Terminal or LSEG, or your internal core banking tools and legacy systems.
What Your Assistants Can Do Today
- Tracking watchlists and raising warnings — additional control over your portfolio, with early warning signs surfaced automatically.
- Prepare for customer meetings in minutes — all required information compiled automatically, ready before the meeting starts.
- Scheduled briefing and reporting — a fresh market overview delivered with your morning coffee.
- …and your custom processes — tailored to your business and your data.
Time Back for What Matters
Time-consuming daily tasks — meeting prep, portfolio briefings, watching for early warning signs on credits — can now be automated and done in minutes, with all the input at hand exactly when it’s needed. Easy, intuitive, and accessible over a chat interface, the Assistants come bundled with full CompanyGPT functionality to fight off shadow AI. Beyond these standard workflows, Assistants can be fully tailored to your specific business processes and operations.
AI-Powered Regulatory Compliance
Agentic RegTech that helps your Compliance, Risk, and Legal teams track regulatory change, draft reporting packages, and stay ready for the reporting standards of tomorrow.
Regulation Change Management with AI
Stay on top of a constantly changing regulatory landscape — with an Assistant that does the tracking for you.
- Track updates from a variety of authorities — BaFin, EBA, EBC, FMA, OeNB, AMLA, and others — and receive a comprehensive report.
- Map identified changes to your internal policies and other documents to assess their impact.
- Integrate with your ticketing/GRC platforms and other systems to assign responsibility and track progress — so you’re always ready for the next obligation deadline.
Visual placeholder: 3-step regulation change management flow diagram
Regulatory Reporting Assistant
Support for drafting evidence packages, report memos, and other documents your Compliance team has to submit — fully transparent and reviewable at every step.
- Trigger the workflow — on demand or on a schedule.
- Retrieve data from internal systems — core banking systems, spreadsheets, risk model outputs, policies, audit tools, and others.
- Draft the reporting package, with every figure referencing its data source.
- Review — add human-in-the-loop checkpoints at any step the workflow requires.
Visual placeholder: 4-step regulatory reporting assistant flow diagram
IReF & BIRD-Compliant Data Assistant
Visual placeholder: incoming data source line graphic
A future-proof Agentic Workflow to harmonize your reporting landscape. Use the same data points across multiple reports, with a clear source reference for every value.
This is a future-proof use case we’re developing as a co-creation with a financial industry partner — an Agentic AI that supports the new regulatory reporting standards arriving in 2030, with the ability to track data lineage and apply it consistently across multiple reports.
Sound interesting?
Sound interesting?Let’s talk and see how ONTEC AI can make your organization even more efficient! Book a free consultation with our expert Christian today and discover the potential of your data treasure.