Industries

Financial Services & Insurance

Across the Financial Services & Insurance industry globally firms are continuing to battle the headwinds of regulatory scrutiny and a need to migrate from legacy systems to be able to continue to be relevant and trusted by their customers. We help organisations turn these demands into competitive advantage by accelerating better outcomes for customers and driving incremental value from them. 

20% Increase in Viable Lending by Leveraging Retail Shopping Data

A large retail bank wanted to reward engaged shoppers with better lending decisions and expand credit access. Optima supported the bank by applying advanced machine learning and credit models to deliver fairer, more effective lending strategies.

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Data DesignInsights
October 9, 2025

CRM in the Age of AI: Obsolete or Essential?

Artificial Intelligence (AI) is starting to reshape how businesses manage customer relationships. For many, CRM has been more about technology than strategy...