Profile launches AI orchestration platform for financial institutions

By Milan Rojan

Profile has launched ProfileOne, an enterprise-grade agentic AI orchestration platform designed to help financial institutions connect AI with live banking operations while maintaining governance, compliance and human oversight.

Evangelos Angelides, CEO of Profile Group, said: “AI that only assists with isolated tasks will not deliver the value financial institutions expect. The real shift is governed orchestration – connecting AI, workflows, data and systems so institutions can move from insight to controlled execution without replacing what they already run. That is the principle ProfileOne is built on: Humans Govern, AI Executes, ProfileOne Orchestrates.”

The platform has been developed to enable banks and investment firms to move beyond standalone AI assistants by orchestrating AI agents, workflows, business rules and enterprise systems within a single operating framework. Built on more than 35 years of banking and investment management expertise, ProfileOne integrates with Profile’s Finuevo, Axia, Acumen, RiskAvert and RegiStar platforms, as well as third-party systems including customer relationship management (CRM), accounting platforms and data lakes.

Profile said the platform has embedded governance into AI-driven processes through configurable guardrails, approval workflows, audit trails, explainability and operational controls, allowing institutions to adopt agentic AI without replacing existing technology infrastructure.

The platform has supported a range of banking and investment use cases, including client relationship management, portfolio recommendations, intelligent loan processing, credit decisioning, campaign management, treasury operations and fund NAV reconciliation. It is also designed to automate routine processes while maintaining explainable decision-making and human approval where required.

Profile said ProfileOne can be deployed alongside its existing banking, wealth, treasury and risk management platforms or integrated into an institution’s wider technology landscape through API-enabled connectivity.

The company added that the platform has enabled financial institutions to introduce agentic AI progressively, helping reduce implementation complexity while improving operational efficiency, governance and execution across banking and investment management workflows.