Optifi your operations
Our clients achieve an immediate +12% productivity increase in EBITDA whilst using our platform
meet optifi
One Platform. Total Transformation. Zero Chaos.
Optifi streamlines operations and client management for Trust Companies and Family Offices to help your team do more, in less time, without disruption to your day to day.
Combining powerful automation, safe AI and deep industry expertise, Optifi has the tech and the know-how to power your digital transformation takes care of the tech so you can focus on what you do best
Optifi your Trust Company
Do more, in less time, without upheaval:
- 6-8x return on investment through efficiency gains and capacity release
- Real-time risk visibility for your leaders
- 95% of users “happy” with Optifi
- Proven value through outcome-based pricing
- No “migration project”
testimonials
Don't just take our word for it...
The operational visibility and structured workflows gave us confidence in the 12% capacity improvement we signed off at board level.
James wetherall, group coo, affinity group
I’ve never seen collaboration like this before.
Client Director
Your architecture vision makes complete sense to me, people talking about apps to me is gobbledegook, but you’re taking away the pain of making things all connect. That was the lightbulb moment for us
Managing director, new client
CEO, Multinational Trust Company
It’s very useful for tracking workflows and seeing exactly who work is assigned to and how long it has been there. The process feels smoother and communication is much more centralised than when we relied on email.”
client manager, Multinational Trust company
Putting a face to the the tech
Our team has a deep understanding of the finance industry. We have the experience, the skills and the innovative technology to solve sector challenges and make your lives easier from day 1
Stuart Richford
CEO
Digital transformation expert with over three decades of experience restructuring some of the biggest global brands in private equity, fund administration, trust services, and banking.
Alain Egre
COO
Innovative strategy and facilitation leader with a remarkable background in change management and consulting across major players in trust, wealth and banking
Cara Wright
CPO
Product leader with an impressive portfolio driving change and modernisation in key leadership positions across financial services
Alex Steele
CTO
Tech and IT pro with 30 years’ experience building and managing enterprise technology platforms in the wealth management space
Tish Vadher
CSO
Digital product development specialist with 25 years’ experience in reshaping financial services through cutting-edge tech
Aleksandra Anderson
CFO
Update to Bio to be added
Let's Talk
To book a demo, get a platform overview from one of our experts or discuss partnerships, fill in the form below and we’ll respond within one business day
