Organization Overview
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. OptimaFI supports banks across three core areas: growth strategy and relationship expansion; credit risk oversight and portfolio management; and balance sheet strategy, including funding, liquidity, and financial analytics. OptimaFI combines powerful data, analytical tools, and advisory insights that empower banks to drive stronger, more sustainable results.