Why Banks Should Employ Deep Peer Intelligence
Many banks look at call report data for benchmarking, but they’re missing an opportunity to add more context.
News
Read the latest updates from OptimaFI and learn how they benefit your institution.
Giving Credit Unions Household-Level Account Intelligence
OptimaFI’s Household Insights, a new tool giving credit unions and community banks household-level account intelligence, was one of 72 live demos on stage at FinovateFall 2026.
OptimaFI Demonstrates Household Insights at FinovateFall 2026
Household Insights gives community banks and credit unions a true picture of their household relationships, not just accounts...
Why Loan Review Matters More Than Ever Now
Examiner ranks are thinner than they have been in years, so banks must be extra diligent when it comes to internal loan reviews.
Beyond the Rate Race: Bank Deposit Growth Strategies
Expert insights from top community bankers on how banks can use data analytics, employee engagement and innovative products to grow deposits.
How OptimaFI Combined Three Fintechs into One Holistic Platform
The journey to launching OptimaFI began with Infusion Marketing Group, a performance-based marketing and analytics company founded in 2007.
Connected Decision Making to Drive Sustainable Growth
All community bankers need to answer four fundamental strategic questions when it comes to relationship banking: What type of customer do I want to serve?
Here’s How Community Banks and Credit Unions Can Outshine Chime
Key insight: The hype has become auditable fact. This realization creates a different kind of conversation for community banks and credit unions.
ICBA Expands Preferred Service Provider Relationship with OptimaFI to Offer Growth Solutions
ICBA expands its Preferred Service Provider relationship with OptimaFI, adding pay-for-performance solutions for community bank deposit and loan growth.