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Optima has a longstanding strategic relationship with a large UK retail and commercial bank. This partnership spans marketing transformation, customer strategy, technology adoption, decisioning, data science and engineering.

Context:

The bank partnered with Optima to radically modernise how marketing content is planned, produced, and delivered across the enterprise. Facing growing content demand and the need for greater speed, reusability, and control, they engaged Optima to design a future-ready Content Supply Chain and support them in drastically improving ‘how they get stuff done’.

Outcome:

  • 50% reduction in time to market for the digital team by reducing steps in asset creation workflow

  • 30% of workflow automated for Internet banking team, eliminating manual data entry and duplicate processes

  • +2 NPS score from internal users with Workfront, increased from as low as -83 with the legacy workflow solution

  • 22 bespoke templates pushed into production in 10 months

What we delivered:

  • A new operating model and content governance framework

  • Streamlined, AI-ready content workflows

  • Modular content architecture to enable reuse and personalisation

  • Scalable setup for Adobe Workfront and AEM Assets

  • Transformation roadmap aligned to business value and regulatory needs

  • Challenged legacy comms mindset and ensured skills transfer throughout

Testimonial:

“As a longstanding strategic partner in Marketing Operations, this project once again reflects the strength of our collaboration – from unlocking technology value to fundamentally reimagining how the organisation operates.”

Director of Transformation, Large UK Retail Bank