Profile launches AI orchestration platform for banks

Profile, the Athens-listed financial technology company identified by ticker ATH: PROF, has launched ProfileOne, an enterprise-grade AI orchestration platform for banks and investment managers. The company said the product is intended to connect AI agents to live workflows, data and systems while retaining human approvals, business rules and operational controls.

The release comes as financial institutions test how far AI can move beyond staff-facing assistants into process execution. Profile said ProfileOne is designed to provide a controlled operating model in which AI can act across systems without replacing existing banking, wealth, risk or treasury platforms.

Profile said the platform draws on more than 35 years of its banking and investment management experience and is intended for deployment across its own product suite and third-party systems. The company said it has a presence in more than 50 countries.

The platform is designed to work with Profile’s Finuevo banking system, Axia investments platform, Acumen treasury product, RiskAvert risk management system and RegiStar shareholder management platform. Profile said it can also connect to an institution’s wider technology stack, including customer relationship management systems, data lakes, accounting platforms and other external applications.

Governance built into execution

Profile described ProfileOne as a governed layer that brings AI agents, permissions, human sign-off, audit records and execution rules into one framework. In practice, that means AI-generated actions can be routed through approval workflows, constrained by configurable controls and reviewed through audit and explanation functions.

That architecture addresses a central issue for banks adopting AI: many institutions already have systems of record that handle regulated processes, customer data and financial transactions. Orchestration software sits above or alongside those systems, using application programming interfaces to direct tasks among them while applying rules about who or what may approve, change or execute an action.

Evangelos Angelides, chief executive of Profile Group, said AI assistants limited to separate tasks would not produce the value financial institutions expect. He said the shift is toward governed orchestration that links AI, workflows, data and systems, allowing institutions to move from analysis to controlled execution without replacing existing technology.

Angelides said the principle behind ProfileOne is: “Humans Govern, AI Executes, ProfileOne Orchestrates.”

Use cases across banking and investment management

Profile listed several indicative uses for the platform across relationship management, lending, portfolio management and fund operations. These include combining banking, lending, investment and service data to rank client actions, and preparing relationship managers or advisers with account briefs, events, holdings, service issues and recommended steps in a single workspace.

The company said ProfileOne can convert meeting notes or transcripts into summaries, customer relationship management entries, follow-up tasks and pre-filled workflows. It can also scan a relationship manager’s client book for maturities, inflows, idle cash, gains and losses, loan milestones and potential cross-sell events, according to Profile.

In portfolio management, Profile said the platform can flag possible rebalancing, cash deployment, concentration risk, maturity events and suitability reviews. In lending, it is intended to ingest documents, extract data, analyse behaviour and support credit risk scoring with explanation and audit records.

Profile also cited Lombard lending functions, including eligible collateral calculations, proposed loan-to-value levels, lending capacity and pre-approved product recommendations. For product and campaign work, the company said the system can define customer segments, check eligibility, estimate value and create content, call scripts, tasks and approval flows.

In fund administration, Profile said a fund net asset value reconciliation agent can analyse breaks, resolve standard exceptions and escalate settlement issues while retaining reasoning and an audit trail.

Profile said the platform’s API-enabled design is intended to support deployment either with Profile’s systems or across an institution’s existing technology environment. The company said this approach allows financial institutions to introduce agentic AI progressively, with governance and reduced disruption to current operations.

This story draws on original reporting from Finextra Research.