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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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Business Intelligence
February 17, 2025

AI Killed the Data Viz Star? 

At Optima Partners, we’ve been reflecting recently on what the emergence of mainstream self-service analytics and AI-driven tools will have on the future of traditional business dashboards and at what…

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