Financial decision automation and integration development
We’ve spent our careers working on improving and streamlining processes. Automation isn’t just about reducing workload, it’s about ensuring consistency, reducing mistakes, connecting systems and improving the experience for staff and customers alike.
Some people we’ve worked with
Our team has developed processes for
Customer Onboarding
Risk Analysis
Lending Eligibility
Bridging Loans
Property Development Lending
Lending Comparisons
KYC6 (PEP, Adverse Media, Identity Verification)
Tax Liability
Tax Calculation
Net Asset Valuations
Regulatory Compliance
Securities Exchange
Continuing Obligations
Tax Triage
Automated Testing
Debt/Bonds Exchange
Lending Decisions
Laura Margetts – Project & Change Manager, Revenue Service, States of Guernsey
“Optimise has been a pleasure to work with. The team is dedicated, professional, has a positive attitude and has great communication skills. They continue to work closely with us to ensure that all requirements are met and are willing to go the extra mile to ensure that the project is a success. I would highly recommend Optimise and look forward to continuing working with them in future.”
How we work
Big plans,
Small changes.
More likely to succeed
Shortens the feedback loop
Less decision latency
Faster return on investment
Build visually,
Low code.
Business-focussed
Improved communication
Earlier involvement of stakeholders
Greater clarity of design
Your team,
Real people.
Get to know your dedicated team
Experts at building software
But they’re real people too
We think they’re great
