Client success stories
optimization
Case studies
Jersey Family Office
A Jersey-based Family Office’s growing need for complex investment and performance reporting outpaced its internal capabilities. The lack of an integrated system led to inefficiencies in accounting, reconciliation, and compliance reporting.
Multi-jurisdictional Trust Company Carve Out
The client, a global Wealth and Investment Management business, identified its Offshore Trust Company as non-core and initiated a project to carve out and consolidate the legal entity structure in preparation for sale.
Multi-jurisdictional Trust Company Profitability Optimization
Our client faced fragmented financial processes and under-leveraged performance data, limiting their ability to drive profitability. A lack of actionable insight into billing, recoverability, and utilisation restricted revenue optimisation.
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
Software partners
optifi blog
Latest news and views
Customer-first experience for Family Offices
Whether they’re ultra-high-net-worth individuals or institutional families, they want services that are...
Customer-first experience for Family Offices
Whether they’re ultra-high-net-worth individuals or institutional families, they want services that are transparent, efficient, and digital. Yet many...
Orchestration for Trust Companies
Today’s Family Offices and Trust Companies are more digitally equipped than ever....
Orchestration for Trust Companies
Today’s Family Offices and Trust Companies are more digitally equipped than ever. Yet, many still struggle with productivity,...
ROI-driven tech for Family Offices
In a world where the cost of operations continues to rise, many...
ROI-driven tech for Family Offices
In a world where the cost of operations continues to rise, many family offices and trust companies are...
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.
