OptimaFI

OptimaFI provides practical, data‑driven solutions that help over 2,500 community institutions to make more informed decisions about growth, risk, and profitability. As the new home of QwickRate, Infusion, and IntelliCredit, OptimaFI brings decades of industry expertise and unique peer performance benchmarking that solve real-world banking challenges, without complexity. Focused in the areas of growth, balance sheet, and credit risk management, OptimaFI combines powerful data, analytical tools, and advisory insights that enable banks to drive stronger, more sustainable results.

OptimaFI empowers leaders to turn complexity into confidence across these critical strategic pillars:

• Growth: Data-driven digital marketing services & peer insights for acquisition, onboarding, and relationship expansion—$27B+ in new deposit & loan balances generated for clients.

• Credit Risk: Expert loan review services, credit monitoring software, stress testing, CECL, and portfolio analytics for clearer context to reduce losses.

• Balance Sheet: Non-brokered CD Marketplace, Call Report insights, and household/peer trends for smarter strategy.

For more information, visit OptimaFI.com.