Every business process digitized
Run your Trust Company.
Let Optifi run the rest.
You have implemented a suite of core technologies. Your challenge is connecting these systems with common processes, connective technology and OKRs to develop a unified way of working…without the upfront cost and risk.
Unlike traditional providers, who charge daily fees whether their project succeeds or fails, our modern, value-based license model puts the risk of failure where it should be: on Optifi.
It’s hard to decide where to target digital innovation investment when customer journeys and insights are fragmented across different apps; what would give you the biggest return on your investment?
You can’t scale or integrate acquisitions easily with disconnected processes and systems. Digitize, manage, and control all your trust operations with Optifi. Use Optifi to provide trusted, authenticated services to clients, instructions to banks/custodians, and insights to staff.
Built to manage wealth - not IT headaches
You didn’t choose to run a Trust Company to manage tech. You did it to grow legacies, preserve wealth, and deliver something meaningful for the next generation. Therefore, most Trust Companies aren’t designed to be tech companies. Yet today, they’re expected to provide:
- Complex reporting and insight to clients using multiple disconnected systems
- Efficient services with manual operations, book-keeping and instruction transmission
- Evidence compliance to policies and procedures using paper checklists, manual filing and manual controls
- Regulatory compliance without the tools to be effective
The result? High costs, hidden risks, and exhausted teams.
Without access to dedicated development teams, even small changes – like payment integration or providing operational statistics – can be expensive, slow, or simply not happen at all.
Optifi brings you:
- Optifi Vision: Real-time operational management: an intuitive UI for workflow management and confident decision-making with an integrated, compliant, digitized control framework. A framework to push and pull data around your tech ecosystem
- Optifi Insights: We generate operational SLA, OKR and KPI insights across all your customer journeys to help you achieve operational excellence and identify revenue-generating opportunities
- Optifi AI Agent: Manage your operations using natural language. “Hey Optifi, how many payments did we make this month?” “Hey Optifi, John is out of office. Can you move his tasks due today to Jane?”
- Optifi Lens: third party experience: Offer your clients, authorizers and third parties Optifi’s mobile app. From data entry to notifications, across all journeys, removing unsecure faxes, paper and email
Effortless scale – so you can grow without growing costs.
Whether you’re onboarding a client, issuing payments, tracking compliance monitoring report or preparing accounts: Optifi handles it. Our products are designed for scale, adaptability, and silent upgrades. From generative AI to user-driven dashboards, we embed modern tools that make complexity invisible.
testimonials
How Optifi helps
Trust Company Director
WOW – if you can deliver this, this is a disruptor. This blows my mind.
Trust Director
CEO, Multinational Trust Company
Trust Company Director
Trust Director
CEO, Multinational Trust Company
optifi blog
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FAQs
Does your product include AI?
Yes. Optifi includes AI agents throughout its product suite. These tools enable users to undertake common tasks, such as completing workflows, checking for updates, and querying data using natural language. Optifi also uses these tools to automate and improve control validations.
What KPIs do you provide?
Optifi provides a full suite of commercial, journey and compliance KPIs aligned to your business scorecard and service level agreements. This includes financial metrics such as aged debtor movements, aged WIP, and client recovery/profitability; Journey metrics such as transaction volumes, SLA compliance, and throughput time; and Compliance metrics such as CMP action tracking, periodic reviews vs deadlines, and accounts in breach.
What is the typical ROI from using your product?
As a new business, this stat is being closely tracked. An early prototype suggests that a 5-8% improvement in cost to serve / gross margin is achievable.
What non-financial benefits do you offer?
Our control framework provides adherence to policies and procedures to reduce compliance findings, management of all workflows to internal SLAs, a full audit process, and the creation of relevant data points to manage business and personal KPIs.
You’re a start-up; what is available today?
Our Family Office service is available, and we continue to work with clients and partners to enhance the reporting & integration suites. Our Trust Company MVP is complete, v1 is in progress, and we continue to work toward further innovations.
Can I invest in Optifi?
Yes. We are building at pace, scale, and with ambition. Contact Stuart Richford, CEO, for more information.
