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Financial Services

Customer experience and personalisation are at the heart of modern banking. Optima helps major retail banks predict fraud through intelligent data and analytics, by supporting regulatory change, advising on operating model design and best practice, and harnessing UX design to drive experiences.

Optima transform planning and spend for Retail Banking client

Through a brand-new operating model, our client was able to drive efficiencies in resource and budget allocation, whilst a planning working group managed cross-departmental relationships.

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Digital illustration of interconnected cogwheels overlaying a data server room, representing agile engineering, automation, and system integration in a high-tech environmentBlogDesign & Transformation
June 11, 2025

Agile Alone Won’t Save You: Engineering Is the Missing Ingredient 

By Ross Robinson, Director of Transformation at Optima Partners  Agile promised marketing teams speed, empowerment, and flexibility. And for a while, it delivered. Siloes were challenged, teams felt energised, and…

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Email or call 0131 272 2722 and talk to us about our expertise in the financial services sector