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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.
Dave Benini Senior Vice President, Marketing
David Ruffin
David Ruffin Principal, IntelliCredit, A Division of QwickRate
Trevor Knott Chief Revenue Officer
IntelliCredit
IntelliCredit
CCBN Logo Associate Member

Preferred Service Provider (PSP)
PSP Member