It’s easier to adopt technology when it integrates into a process you already know.

At Optifi, we’re digitising the end-to-end business process experience…so that your change team doesn’t need to.

We’ve taken our knowledge of already compliant Trust Company processes & checklists…then digitised these workflows upfront, so that your change team doesn’t need to.

Optifi then orchestrates a series of traditional controls and ‘mini-AI-agents’ in a series that follows these compliant processes. These responses are then presented it a consolidated format to the user in a format they recognise…a digitised checklist.

Optifi provides:

• A single pane of glass to manage all your business processes.
• Automated, forensically detailed, transparent controls
• Real-time reporting against client & process targets
• An auditable control framework (yes, even the AI)

We believe a modern trust company can meet this increasing need for transparent evidence and still scale effectively, with Optifi

“𝐓𝐡𝐞 𝐚𝐝𝐯𝐚𝐧𝐜𝐞 𝐨𝐟 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐢𝐬 𝐛𝐚𝐬𝐞𝐝 𝐨𝐧 𝐦𝐚𝐤𝐢𝐧𝐠 𝐢𝐭 𝐟𝐢𝐭 𝐢𝐧 𝐬𝐨 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮 𝐝𝐨𝐧’𝐭 𝐫𝐞𝐚𝐥𝐥𝐲 𝐞𝐯𝐞𝐧 𝐧𝐨𝐭𝐢𝐜𝐞 𝐢𝐭, 𝐬𝐨 𝐢𝐭’𝐬 𝐩𝐚𝐫𝐭𝐨𝐟 𝐞𝐯𝐞𝐫𝐲𝐝𝐚𝐲 𝐥𝐢𝐟𝐞.” [𝐁𝐢𝐥𝐥 𝐆𝐚𝐭𝐞𝐬]