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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 Experience
March 17, 2025

Navigating the Paradox of Personalisation: Meeting Customer Expectations Amid Data Privacy and AI Concerns 

For more than a decade now, customer experience has been central to many brands' strategies as a strategic and competitive differentiator. As a result, you will often hear brands talk…

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