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.

Melissa Wallace
Melissa Wallace Senior Account Executive
Melissa Wallace
Melissa Wallace Senior Account Executive
Dan Marks
Dan Marks President, Growth
David Ruffin
David Ruffin President, Credit Risk Solutions
Jennifer Kelly Customer Service Manager
Lorie O'Neill
CBA of GA Logo Associate Member

Compliance Member
Non-Compliance Member
Preferred Service Provider
Silver
Primary Listing Category
Funding