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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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Customer Strategy and Engagement
August 21, 2025

Customer Decisioning: Are You Racing Smart or Just Surviving the Course? 

Written by Luke Smith, Principal Consultant Many organisations start their decisioning journey the same way: they buy (or build) a platform, then invest in data engineering to integrate multiple systems,…

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