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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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BlogCustomer Strategy and Engagement
August 13, 2025

From Strategy to Discovery: Solving Meno’s Paradox in Customer Engagement Programmes

In Plato’s Meno, Socrates asks a deceptively simple question: How can you search for something when you don’t know what it is? This is Meno’s Paradox - and it turns up in modern…

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