We help large, complex organisations turn decisioning into measurable enterprise value, faster. Combining practical strategy, data, AI and operating model expertise, we build decisioning-optimised organisations that move beyond implementation to drive scalable growth and sustained commercial impact.
< 6 months
Strategy to license sale
Lloyds Bank
150+ actions
Live in under 3 months
Virgin Money
<15 months
Strategy to live
Nationwide
2× CTR · 6× Leads
In under 3 months
Bank of Ireland
INDUSTRIES WE WORK IN
What we do
Our missions
An award-winning consultancy helping complex, regulated organisations bridge the gap between investment & outcomes by ensuring AI initiatives are designed, governed & operationalised to deliver real business value.
Mission 1: Customer Value & Growth
AI led marketing and engagement that grow customer value, retention and NPS.
Mission 2: Cost optimisation
Cost out through smarter operating models, processes, teams and tools.
Mission 3: Productivity & efficiency
Smarter ways of working, fewer tools and the data foundations to transform.
"The knowledge the Optima team has around Decisioning is first-class and has a major impact on our clients, helping them interpret key requirements and determining factors that are critical in the decision-making process."
— Head of Specialist Sales, EMEA - Pega
Services
Strategic advisory and hands-on delivery
We offer end-to-end support to help clients achieve their customer engagement ambitions - from vision to value.
Strategic transformation
Design the organisation around decisioning, not just the technology. Align strategy, operating model, governance, teams and measurement so the organisation can act on what its decisioning capability knows.
MarTech enablement
Activate the right technologies to power your business strategy and ensure your investments drive measurable value.
Personalized experiences
Create customer-centric experiences fuelled by data and scalable design frameworks that deliver relevance at every touchpoint.
Reimagined operations
Streamline and automate operations, content workflows, and data and analytics capabilities to remove friction and maximise value realisation.
- Help set up and steward transformation from ambition to practical execution
- Enable and connect capabilities through shared value outcomes and clear transition states
- Supercharge what is already working, while confidently transforming what is not
- Ensure capability investment delivers measurable value, not just activity output
Why Optima
A transformation partner like no other
Where others just focus on the technology, we ensure clients unlock value from it - Pega’s power, Optima’s precision.
Learning from others
External POV of current best practice - learnings from organizations that have been on this journey before, applied to your transformation.
Working with you, not for you
Co-creation and knowledge transfer centered around your self-sufficiency, embedding the right solutions and behaviors to maximize your investments.
Designing for value
Translating strategy to execution, distilling high level strategic directives into practical blueprints and roadmaps operational teams can deliver.
Executing at pace with confidence
Proven proprietary frameworks and strategic approaches developed from years of real world experience to accelerate time to value.
Clients
Working with the world's leading brands
Across complex, highly regulated and volatile industries - Financial Services, Utilities, Telco, and beyond.
Bank of Ireland
- Customer Engagement Vision & Strategy
- Personalization & NBA Decisioning
- Target Operating Model
Barclays
- NBA Strategy & Tech Selection
- Target Operating Model
- CRM Platform Migration
Lloyds Banking Group
- NBA Strategy, Tech Selection & Enablement
- WF & DAM Optimization
- Change Engineering
Nationwide
- Personalization & NBA Decisioning
- Adobe WF & DAM Enablement
Virgin Money
- Accelerated NBA Design & Deployment
- Knowledge & Skills Assessment
- Tailored training plans
NatWest
- NBA Strategy & Enablement
- Story-telling & Strategic Positioning
Ready to unlock the full value of Pega CDH?
If you're faced with challenges around decisioning, ROI, or customer engagement - let's talk.
Ed Knight, Chief Growth Officer
[email protected]
Murray Allan, Director of Strategy & Engagement
[email protected]