Lorie O'Neill
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. Visit optimafi.com to learn more.
Lorie O'Neill
Dan Marks
President, Growth
David Ruffin
President, Credit Risk Solutions
Jason Heinrich
Senior Account Executive
Jennifer Kelly
Customer Service Manager
Associate Member
Compliance Member
Non-Compliance Member
Preferred Service Provider
Silver
Primary Listing Category
Funding