Now in Private Beta

Vendor intelligence built for financial institutions

Opsis helps banks and credit unions see what they have, understand what they're paying, compare against the market, and use an AI-powered advisor to make smarter renewal decisions.

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Savings Opportunity
High Confidence

Your annual cost is 13.7% above the estimated peer median for institutions of your size.

Est. Annual Savings $33K – $74K
Built for
Community Banks
Credit Unions
Regional Banks
Fintechs
$100M – $10B+ in assets

Managing vendors shouldn't feel like this

Financial institutions manage dozens of vendor relationships across spreadsheets, email threads, and shared drives. Critical information gets lost. Renewals sneak up. Pricing goes unchallenged.

No single source of truth

Costs, renewal dates, contract terms, and performance data live in different systems — or worse, different people's inboxes. Getting a clear picture means hours of manual work.

Renewals sneak up on you

Auto-renewal clauses kick in. Notice windows close. By the time someone realizes a contract is renewing, the leverage is gone and you're locked in for another year at the same rate.

Negotiating without benchmarks

There's no easy way to know if you're paying above market for a given vendor and category. Most institutions accept the first renewal offer without any data to push back on.

Everything you need to manage vendors with confidence

A complete vendor command center — from portfolio overview to market intelligence — built specifically for how financial institutions operate.

Portfolio Overview

See your entire vendor portfolio in one place — annual costs, renewal dates, health scores, and risk tiers. Filter, sort, and track everything from a single dashboard built for executives.

Core Feature

Opsis Signals

Intelligent, market-aware recommendations for every vendor — savings opportunities, alternative suggestions, negotiation leverage, and renewal timing guidance backed by peer benchmark data.

Market Intelligence

Run Scenario

Model the estimated cost of a vendor before adding it to your portfolio. Input your institution size, seat count, contract length, and modules — and get a market-based cost range in seconds.

Pre-Purchase Planning

Peer Benchmarking

Compare your vendor costs, contract terms, and satisfaction scores against anonymized data from peer institutions of comparable size — without any individual customer's data ever being exposed.

Anonymized & Private

Up and running in minutes

No lengthy implementation, no data migration project. Add your vendors and let Opsis start generating insights immediately.

1

Add your vendors

Enter your vendor portfolio using the guided form — costs, contracts, key dates, satisfaction scores, and risk levels. Takes minutes per vendor.

2

Opsis surfaces insights

Signals are generated immediately using your data combined with peer benchmarks and market intelligence. No manual analysis required.

3

Negotiate with confidence

Walk into every renewal armed with peer pricing data, clear recommended actions, and a full picture of your options — not just what the vendor tells you.

Market intelligence, not gut feel

Every vendor in your portfolio gets a set of intelligent, evidence-based signals — not generic reminders, but specific recommendations tied to real pricing data and peer behavior.

Savings Opportunity — quantified estimates of what you could save by negotiating toward the peer median, based on comparable institutions.

Alternative Vendor Suggestion — specific competitors worth evaluating, with context on typical cost differences and peer adoption trends.

Negotiation Leverage — time-sensitive guidance tied to your actual renewal date and notice window, so you never miss the optimal negotiation moment.

Peer Movement — what comparable institutions are doing in this category — switching rates, market trends, and competitive shifts you should know about.

Opsis Signals 2 high priority
Peer data · Q1 2026
Savings Opportunity
High Priority

Your annual cost is 13.7% above the estimated peer median for core banking platforms at institutions of comparable size.

↓  Estimated Annual Savings: $33K – $74K
Recommended Action
Request a formal pricing benchmarking session before the upcoming renewal. Lead with peer variance data and pair with a multi-year commitment to build a compelling case.
Negotiation Leverage
Action Advised

Renewal is approximately 11 months away — the optimal window to renegotiate scope and pricing. Leverage diminishes materially within 60 days of the renewal date.

Recommended Action
Initiate renewal planning now. Request a vendor business review and begin a lightweight evaluation of alternatives to create credible competitive pressure.
Peer Movement
Informational

Approximately 4% of comparable institutions evaluated or changed core platforms in the past 3 years — low churn, but peer data shows vendors are aware of switching costs. Use benchmark data to challenge price increases.

Built for institutions like yours

Opsis is purpose-built for financial institutions managing complex vendor portfolios. Whether you're a community bank, credit union, or fintech, the platform adapts to your structure.

Banks

Community and regional banks managing core banking, lending, payments, and compliance vendor relationships across multiple departments.

$100M to $10B+ in assets
Core banking & fintech integrations
OCC, FDIC, and state regulatory context

Credit Unions

Member-focused credit unions navigating core system contracts, digital banking platforms, and the growing fintech vendor landscape.

$50M to $5B+ in assets
NCUA regulatory alignment
Peer benchmarking vs. similar CUs

Fintechs

Fast-growing fintechs managing infrastructure, compliance, banking-as-a-service, and third-party vendors across a rapidly evolving tech stack.

Seed through Series C+
Infrastructure & BaaS vendor management
Scales with your vendor portfolio
Limited beta access available

Ready to see Opsis in action?

We're onboarding a select group of financial institutions in our early beta. Request access and we'll reach out within 24 hours.

No commitment required. We'll set up a personalized demo for your team.