Frequently asked questions

Opsis is vendor intelligence for financial institutions: a single place to see spend and contract exposure, compare against anonymized peer benchmarks where available, and get renewal-ready guidance—including Opsis Signals and AI-assisted insight tied to your dates and categories.

Opsis can help teams manage vendor information, contracts, renewals, spend, and decision-making, but it is not intended to replace a full third-party risk management or compliance platform. Opsis is focused on vendor intelligence: helping financial institutions understand what they have, what they pay, what is coming up for renewal, what alternatives exist, and where they may have leverage.

We built Opsis for banks, credit unions, and fintechs that run a meaningful vendor stack and care about defensible renewals—from community institutions through large regionals and digital-first organizations.

Contributions to peer benchmarks use bands and categories (for example, asset size and vendor type), not raw files from your institution that others can browse. Aggregates are only shown when the cohort is large enough to protect anonymity; otherwise Opsis tells you peer data isn’t available yet.

Your own contract and spend details stay in your tenant; they are not exposed to other customers.

Opsis uses seeded market research, public pricing signals where available, customer-provided vendor data, and anonymized peer benchmarks as the network grows.

No. Customer-specific vendor, pricing, and contract data is not exposed to other institutions. Benchmarking is designed to use aggregated and anonymized insights only.

Start with the vendors that matter most: names, categories, annual spend (or contract value), renewal dates, notice periods, and auto-renew flags where you have them. Opsis is designed so you can add depth over time—more vendors, metrics, and documents—as your team is ready.

Opsis Signals are evidence-based prompts—such as savings opportunities, negotiation leverage tied to your renewal window, alternative vendors to consider, and peer movement in a category—grounded in benchmarks and Opsis market research where we have coverage.

The assistant helps you interpret your portfolio and renewals using the same structured context you see in the product—spend, benchmarks, signals, and vendor profiles. It is meant to accelerate prep and drafting; your team still owns vendor decisions and approvals.

Opsis Advisor is an AI-powered assistant that helps teams ask questions about their vendor stack, upcoming renewals, pricing signals, savings opportunities, and alternative vendors.

Yes. Opsis is available by request. We are currently offering demos and selectively onboarding early design partners.

We are onboarding a limited set of institutions as early design partners. Request a demo from the homepage, share a work email, and we will follow up to schedule a walkthrough tailored to your stack and renewal priorities—typically within one business day.

We treat financial-institution expectations seriously: access controls, encryption in transit and at rest for the product surface, and documentation aligned to common FI procurement questions. Our published Security, Privacy Policy, and Data Use & Benchmarking pages describe how we approach protection of information; additional detail is available under NDA as conversations progress.