Every business process digitised
Focus on managing wealth
Let Optifi digitise your service provision
Optifi is a next-generation digital platform purpose-built for Trust Companies and Corporate Services businesses.
We provide
✓ 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 (even the AI).
✓ The underlying integrations to your current trust systems.
Built to manage wealth - not IT headaches
You didn’t choose to run a Trust Company to manage tech. You did it to grow legacies, preserve wealth, and deliver something meaningful for the next generation. Therefore, most Trust Companies aren’t designed to be tech companies. Yet today, they’re expected to provide:
- Complex reporting and insight to clients using multiple disconnected systems
- Efficient services with manual operations, book-keeping and instruction transmission
- Evidence compliance to policies and procedures using paper checklists, manual filing and manual controls
- Regulatory compliance without the tools to be effective
The result? High costs, hidden risks, and exhausted teams.
Without access to dedicated development teams, even small changes – like payment integration or providing operational statistics – can be expensive, slow, or simply not happen at all.
Optifi brings you:
- Optifi Vision: Real-time operational management: an intuitive UI for workflow management and confident decision-making with an integrated, compliant, digitised control framework. A framework to push and pull data around your tech ecosystem
- Optifi Insights: We generate operational SLA, OKR and KPI insights across all your customer journeys to help you achieve operational excellence and identify revenue-generating opportunities
- Optifi AI Agent: Manage your operations using natural language. “Hey Optifi, how many payments did we make this month?” “Hey Optifi, John is out of office. Can you move his tasks due today to Jane?”
- Optifi Lens: third party experience: Offer your clients, authorisers and third parties Optifi’s mobile app. From data entry to notifications, across all journeys, removing unsecure faxes, paper and email
Effortless scale – so you can grow without growing costs.
Whether you’re onboarding a client, issuing payments, tracking compliance monitoring report or preparing accounts: Optifi handles it. Our products are designed for scale, adaptability, and silent upgrades. From generative AI to user-driven dashboards, we embed modern tools that make complexity invisible.
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
