Latest news and views
the news
Latest news
Welcoming Rafi Ghazi as Founding Board Member and Management Board Advisor
We’re delighted to announce Rafi Ghazi as a Founding Board Member &...
Welcoming Rafi Ghazi as Founding Board Member and Management Board Advisor
We’re delighted to announce Rafi Ghazi as a Founding Board Member & Management Board Advisor. With 30+ years...
Affinity Private Wealth Partners with Optifi to Drive Digital Transformation
Optifi is delighted to announce that Affinity Private Wealth has chosen Optifi...
Affinity Private Wealth Partners with Optifi to Drive Digital Transformation
Optifi is delighted to announce that Affinity Private Wealth has chosen Optifi to support its digital transformation. As...
And we’re off – we’re thrilled to announce the successful completion of Optifi’s Foundation Round of funding!
A huge thank you to our early backers, believers and the incredible...
And we’re off – we’re thrilled to announce the successful completion of Optifi’s Foundation Round of funding!
A huge thank you to our early backers, believers and the incredible community supporting our mission to reshape...
Introducing Alain Egre as our Chief Operating Officer
We’re excited to announce that Alain Egre has been appointed as Chief...
Introducing Alain Egre as our Chief Operating Officer
We’re excited to announce that Alain Egre has been appointed as Chief Operating Officer at Optifi, pending the completion...
the podcast
Opticast
Combating AI Cynicism with Transparency and Human Oversight
AI scepticism is growing louder, and honestly, it’s justified. Too many platforms...
Combating AI Cynicism with Transparency and Human Oversight
AI scepticism is growing louder, and honestly, it’s justified. Too many platforms promise “magic” without accountability. At Optifi,...
At Optifi, we’re building a high-performing team: do you have the courage, talent and humility to be part of the journey?
We believe the most ambitious goals can only be achieved by a...
At Optifi, we’re building a high-performing team: do you have the courage, talent and humility to be part of the journey?
We believe the most ambitious goals can only be achieved by a group of talented individuals working together...
In a world of AI and deep-fakes… outperformance will rely on trust, and trust starts with real human connection
At Optifi, we’re passionate about innovation, and we love & use AI....
In a world of AI and deep-fakes… outperformance will rely on trust, and trust starts with real human connection
At Optifi, we’re passionate about innovation, and we love & use AI. But let’s be honest, tech alone...
Shared Risk = Real Partnership
If a service provider truly believes in what they offer, they should...
Shared Risk = Real Partnership
If a service provider truly believes in what they offer, they should be willing to share in the...
When systems don’t talk, your service suffers; and so does your bottom line
Typically, chaos doesn’t arrive with a bang. It seeps in quietly through...
When systems don’t talk, your service suffers; and so does your bottom line
Typically, chaos doesn’t arrive with a bang. It seeps in quietly through disconnected systems, manual handoffs, and siloed...
The hardest part of innovation? Letting go
👐Letting go of control.👐Letting go of the need to be “right”👐Letting go...
The hardest part of innovation? Letting go
👐Letting go of control.👐Letting go of the need to be “right”👐Letting go of the belief that “we know...
Combating AI Cynicism with Transparency and Human Oversight
AI scepticism is growing louder, and honestly, it’s justified. Too many platforms...
Combating AI Cynicism with Transparency and Human Oversight
AI scepticism is growing louder, and honestly, it’s justified. Too many platforms promise “magic” without accountability. At Optifi,...
Rethinking Fees & Commercials: From Upfront Costs to Value Delivered
In a world where trust, transparency, and outcomes matter more than ever,...
Rethinking Fees & Commercials: From Upfront Costs to Value Delivered
In a world where trust, transparency, and outcomes matter more than ever, the traditional software & change delivery...
Moneyval’s impact is reshaping compliance: technology is the key to building a defensible regulatory position
With MoneyVal intensifying regulatory scrutiny, businesses must go beyond basic policy and...
Moneyval’s impact is reshaping compliance: technology is the key to building a defensible regulatory position
With MoneyVal intensifying regulatory scrutiny, businesses must go beyond basic policy and procedure style compliance. In addition, a...
Optifi exists to help Trustees be… well, amazing Trustees
Not part-time admin managers. Not tech troubleshooters. But strategic, trusted professionals focused...
Optifi exists to help Trustees be… well, amazing Trustees
Not part-time admin managers. Not tech troubleshooters. But strategic, trusted professionals focused on relationships, compliance, and delivering value...
the blog
Latest views
Let’s be honest, the consulting game changed a while ago
Once upon a time, the tongue-in-cheek view of consultancy was simple: charge...
Let’s be honest, the consulting game changed a while ago
Once upon a time, the tongue-in-cheek view of consultancy was simple: charge a chunky upfront fee, deliver a...
Turns out I’m a bit of a leadership cocktail: visionary, maybe; balanced… not so much
𝐓𝐡𝐚𝐭’𝐬 𝐰𝐡𝐲 𝐈 𝐬𝐮𝐫𝐫𝐨𝐮𝐧𝐝 𝐦𝐲𝐬𝐞𝐥𝐟 𝐰𝐢𝐭𝐡 𝐩𝐞𝐨𝐩𝐥𝐞 𝐰𝐡𝐨 𝐤𝐞𝐞𝐩 𝐦𝐲 𝐟𝐞𝐞𝐭 𝐟𝐢𝐫𝐦𝐥𝐲...
Turns out I’m a bit of a leadership cocktail: visionary, maybe; balanced… not so much
𝐓𝐡𝐚𝐭’𝐬 𝐰𝐡𝐲 𝐈 𝐬𝐮𝐫𝐫𝐨𝐮𝐧𝐝 𝐦𝐲𝐬𝐞𝐥𝐟 𝐰𝐢𝐭𝐡 𝐩𝐞𝐨𝐩𝐥𝐞 𝐰𝐡𝐨 𝐤𝐞𝐞𝐩 𝐦𝐲 𝐟𝐞𝐞𝐭 𝐟𝐢𝐫𝐦𝐥𝐲 𝐠𝐫𝐨𝐮𝐧𝐝𝐞𝐝. According to the Team Covalence framework...
Startup life: beyond the hype… not just selfies, drinks and product sprints
The week before Optifi’s Foundation Round, I didn’t just cross a milestone:...
Startup life: beyond the hype… not just selfies, drinks and product sprints
The week before Optifi’s Foundation Round, I didn’t just cross a milestone: I read one.According to Grammarly, I...
Maybe it’s just me… but I think the consultancy game changed (quite a few years ago)
Once upon a time, the tongue-in-cheek view of consultancy was simple: charge...
Maybe it’s just me… but I think the consultancy game changed (quite a few years ago)
Once upon a time, the tongue-in-cheek view of consultancy was simple: charge a chunky upfront fee, deliver a...
Startup life: beyond the hype… “Before we spend hundreds of thousands of pounds of other people’s money on this great idea… should we make sure we’ve got a client first?
That line got a few laughs in one of our early product...
Startup life: beyond the hype… “Before we spend hundreds of thousands of pounds of other people’s money on this great idea… should we make sure we’ve got a client first?
That line got a few laughs in one of our early product meetings.But like most good jokes, it...
Seamless Tech Adoption Through Familiar Workflow
It’s easier to adopt technology when it integrates into a process you...
Seamless Tech Adoption Through Familiar Workflow
It’s easier to adopt technology when it integrates into a process you already know. At Optifi, we’re digitising...
AI: creating a controlled, integrated experience
At Optifi, we’re passionate about innovation. Yet, we also recognise that potential...
AI: creating a controlled, integrated experience
At Optifi, we’re passionate about innovation. Yet, we also recognise that potential hallucinations by AI could present a...
Generating real-time KPIs in Trust Companies
Many trust companies face challenges in generating real-time KPIs, as their data...
Generating real-time KPIs in Trust Companies
Many trust companies face challenges in generating real-time KPIs, as their data and processes remain fragmented across multiple...
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,...
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...
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...
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
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