OptimaFI
Organization Overview
Introducing OptimaFI — a unified company created to better serve community banks. OptimaFI brings together the teams, technology, and expertise behind Infusion Marketing Group, QwickRate, and IntelliCredit into one focused organization with a single mission: helping community financial institutions reach their optimal state of performance.
OptimaFI supports institutions across three connected pillars:
• Growth – acquisition, onboarding, and relationship expansion programs
• Credit Risk – loan review, portfolio insight, and regulatory confidence
• Balance Sheet – funding/investing tools and strategic analytics
Institutions may engage with one focused need or benefit from a more integrated approach over time. OptimaFI is designed to meet your team where you’re at and grow with you.
OptimaFI supports institutions across three connected pillars:
• Growth – acquisition, onboarding, and relationship expansion programs
• Credit Risk – loan review, portfolio insight, and regulatory confidence
• Balance Sheet – funding/investing tools and strategic analytics
Institutions may engage with one focused need or benefit from a more integrated approach over time. OptimaFI is designed to meet your team where you’re at and grow with you.
Dave Benini
Senior Vice President, Marketing
David Ruffin
Principal, IntelliCredit, A Division of QwickRate
Trevor Knott
Chief Revenue Officer
IntelliCredit
Associate Member
Preferred Service Provider (PSP)
PSP Member