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.

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Fraud Detection

Harnessing data and analytics to improve the detection of identity fraud.

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Operating Model Design

Driving better, more efficient processes to fully optimise the way you work.

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UX and Personalisation

Delivering new ways to improve customer outcomes through personalised experience.

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.

Apple macbook on a wooden table with desk mouse and chairDesign & TransformationInsights
November 21, 2023

Work Management with Optima Partners

Richard Farquhar, Principal Consultant at Optima Partners, sheds some light on the universal challenges faced by marketing leaders in today's dynamic work landscape. In a recent podcast, Richard provides valuable…

Want to know more?

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