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Who we work with

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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BlogDesign & Transformation
May 14, 2025

Content FinOps: The Missing Discipline in Scalable Personalisation   

At this year’s Adobe Summit, one of the standout themes was the growing tension between the need to scale content and the lack of financial and operational rigour in how…
Optima Partners

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