Strategy and Change Services
Strategy and transformation leadership
The right strategy creates confidence, cuts through complexity and aligns your technology to your business ambition. At Optifi, we act as trusted transformation partners to boards, empowering Trust Companies and Family Offices to lead with clarity and scale with confidence.
Technology and transformation strategy
We are dynamic thought leaders, answering the questions others don’t.
Through our CTO & CIO services, we help define business-aligned digital strategies that balance innovation with risk control, ensuring long-term agility and operational resilience.
We partner with leading and challenger technology companies. Our ecosystem partners, save time, reduce risk and accelerate ROI.
Digital roadmap development
We are experienced technology, information and business leaders: we deliver proven innovations, not the latest craze.
From future-state visioning to tactical milestones, we build structured, flexible Outcomes roadmaps tailored to your Outcomes to drive customer and organizational value.
We will invest in your success to invest in our success.
Change and operating model advisory
We solve problems proactively: we don’t wait to be asked.
We align people, processes, and technology, ensuring your operating model delivers scalable performance without unnecessary complexity.
We risk-share with our clients to mitigate their cost of failure.
Project delivery and assurance
You’ve made the decision to change: now let’s make it count. Optifi’s delivery specialists ensure your transformation programme lands on time, on budget, and with the confidence of your stakeholders.
We hire leading practitioners from the industry who have walked a day in your shoes. We are dynamic thought leaders; we solve problems proactively and recommend practical, deliverable solutions your team can execute.
Programme mobilization
We shape, structure, and mobilize transformation programmes at pace, ensuring readiness across teams, vendors, and leadership.
Agile transformation delivery
Our delivery teams bring proven agile and hybrid methods, helping you respond quickly to shifting business and regulatory needs.
Project recovery and turnaround
When projects go off track, we step in. We deliver structured project recovery and stakeholder alignment to restore confidence and momentum.
Regulatory and data compliance assurance
We ensure your change programme embeds regulatory compliance by design – not as an afterthought.
Outcome-based delivery models
Our delivery is results-driven. We measure what matters and hold ourselves accountable to your outcomes, not just activity.
Platform implementation and integration
Implementing core books of record doesn’t need to mean disruption. Optifi’s team has deep experience implementing and migrating to and from every core system in the industry, as shown below. Optifi delivers seamless implementation of platform technology, enabling digital transformation without derailing operations.
Data migration and cleansing
We manage your critical data with care – migrating, cleansing, and structuring it to power accurate reporting and audit trails.
Investment and client platform integration
We connect your investment, CRM and reporting systems to eliminate silos, reduce risk, and simplify the client experience.
Secure client portal deployment
Our plug-and-play client portal replaces email and PDF reports with a modern, secure and compliant digital interface.
ERP and fintech system alignment
We ensure your accounting and third-party fintech systems talk to each other, reducing friction, improving reconciliation, and driving productivity.
Operational optimization and automation
Our strategic partnership unlocks sustainable performance by simplifying, automating and measuring your operational processes – turning the middle and back office into a competitive advantage.
Workflow and process automation
We digitize and automate high-volume processes – from onboarding to payments – enabling your team to focus on client value.
SLA and KPI framework setup
We help define, track, and improve service metrics, aligning operations to client expectations and regulatory obligations.
Gen-AI journey automation
Harnessing the power of AI, we streamline tasks like client queries, document management, and issue resolution with compliant automation.
Service and operational benchmarking
We benchmark your performance against market peers to inform investment, reduce waste and demonstrate improvement to stakeholders.
Multi-jurisdictional Trust Company Carve Out
The client, a global Wealth & 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
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.
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.
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.
