OptimaFI gives finance leaders faster, more reliable solutions to raise funding, invest excess cash, benchmark performance, and keep boards and examiners confident.
Join thousands of community financial institutions already improving liquidity through direct funding and investing, and replacing manual reporting with examiner and board-ready analytics.
Manage deposits and investments without paying broker fees and gain direct access to 2,500+ verified institutions via a non-brokered CD Marketplace.
Save hours on financial health analysis by automating Call Report analysis and peer benchmarking against any bank in the USA.
Reveal product gaps, attrition risks, and wallet-share opportunities.
Align your internal data and Call Report ratios so decisions, reporting, and funding actions stay in sync.
Understand your institution’s performance, uncover blind spots, and benchmark against peers, without outdated reporting.
Access better rates, place funds faster, and meet liquidity goals — whether you're raising deposits or investing excess cash.
Replace outdated workflows and spreadsheets with self-service tools and ALCO-, board-, and regulator-ready reports.
Learn how BankPlus brought in $250M in deposits with data-backed OptimaFI Growth marketing campaigns where you only pay for results.
OptimaFI connects your funding strategy with the drivers of deposit growth and the realities of credit performance to help you make more informed, forward-looking balance-sheet decisions.
