Financial Services & Insurance

Deliver relevant, data-driven and exceptional customer experiences

There has never been a more exciting and challenging time for financial services.

Blockchain is disrupting products / services and creating a world of opportunities. Robotics are getting real — robo advisors, automated branches, self-service insurance and other automated processes are driving sustainable cost savings, while still providing a human touch for complex transactions. And more than ever, data is a competitive edge that companies must leverage in making differentiating decisions.

Optimity delivers advisory and technology services in retail banking, wealth management, investment banking and insurance. Our delivery teams — strategists, economists, data scientists, enterprise architects, solution architects, and initiative-specific experts — bring deep industry experience to your projects.



Digital Customer Experience and Virtual Reality

Launch internal and client-facing enterprise and custom applications that drive better engagement with updated strategy, design, and development including full virtual reality production studio capabilities.

Robotic Process Automation (RPA)

Identify, prioritize and improve processes using RPA, artificial intelligence (AI), machine learning, lean process simulation, and re-engineering methods and software.

Open APIs Advisory and Design

Leverage APIs for external monetization and improved customer satisfaction, while increasing loyalty and driving revenues from new customers.

Information Management, Digital Asset Management (DAM), and Blockchain

Improve asset searchability and data architecture; manage data compliance; leverage technology and blockchain for improved operations, analytics and decision-making.

Technology Delivery

Deliver front end and back end business, web and mobile app development and testing onsite and offshore with DevOps techniques and tools.

Business and Technology Transformation

Explore, experiment and execute new strategies, operating models, utilities and shared services in front, middle and back offices. Strengthen portfolio, program, project and change management to support your transformation.

Product and Market Expansion

Leverage insights to design and rapidly prototype new growth strategies. Services include market segmentation, personification, visual communications, launch planning and execution.

Regulatory Compliance and Partner Engagement

Turn challenges into opportunities with services that include impact assessments, build vs. buy analyses, vendor/technology selection, partner engagement, transformation roadmap visualization and implementation.

Asset 7
  • Washington, D.C.
  • Berlin
  • Los Angeles
  • Minneapolis
  • New England
  • New York