Specialized offer
Consulting & strategy
High value-added services that transform the fundamentals of our clients in a clear, transparent and direct way.
Process & Efficiency
Definition and reengineering of processes where the business-strategy-technology triangle becomes the key to streamline the main value levers, improve operations and reduce costs.
Our consultants embark on a career in which they put their critical spirit and flexibility into practice when it comes to understanding realities and translating them into practical solutions.
Compliance
Global understanding services and analysis of regulatory requirements, focusing especially on their application to our clients’ business.
In the areas of treasury, risks, back, insurance and asset management, we have cultivated solid knowledge that, together with the vision of processes and technical capacity, are a winning combination.
Consulting & Stratégy
Strategic vision, technological knowledge and mastery of the backbone business processes. High value-added services that transform the fundamentals of our clients in a clear, transparent and direct way.
Tech & Data journey
We went from the paradigm that technology is important for the business to that it is an intrinsic and indissoluble part of it. At Optimissa we help our clients to draw and follow the path of their transformation. Regarding data analytics, we once again combine strategic vision with high-impact technologies to define and build the right path.
System Selection
We know the main systems on the market and we help our clients to select those that best suit their needs, understanding the impacts and implications. Having walked the path many times makes us the best ally to identify the real business needs and the adaptability of large vendors.
Sustainability / ESG
At Optimissa we are clear about our desire for sustainability and for this reason we have a solid sustainability practice that covers the entire spectrum. We have experience in impact measurement projects, materiality analysis and development of sustainability strategies and plans. We close the cycle with the most solid tools for the digitalization and current reporting of CSRD and Taxonomy.
TechnologY Transformation
Software design and development. Digital transformation, UX/UI, Digital Journey Cloud, RPA, AI.
Design & Development
Conceptualization, design and development of software. We have development muscle and solid knowledge of the most innovative technologies. Our differential, of course, is experience in banking, financial services and insurance, suppressing the learning curve of our teams.
IT 4 IT
Systems / Networks / Cloud / Cybersecurity.
We accompany our clients in the design, implementation and management of their critical infrastructures. We provide knowledge of the sector and best practices in cybersecurity. We have extensive experience in the transition to the cloud and in virtualization processes.
Data & Analytics
Considering data as a key asset for our clients, we have a team of data scientists, architects and specialized developers designing and implementing business intelligence platforms and systems, predictive models, data management or fraud prevention.
Digital
Redefinition of the business through innovative technologies such as automation, robotization, AI, ML/DL or NLP, improving the interaction of humans with technology, making it an efficient channel. We have accelerators in domains such as biometrics, digital signature, blockchain, forensics, etc.
UX/UI
We use UX to soften the approach of technology to the human being, our team is made up of business analysts and humanists who reduce these frictions. And our technological DNA completes the circle: UI + Mobile First Development applying continuous improvement processes and agile methodologies in accordance with the reality of our days.
Low Code
LowCode has come to change the rules of the digitization game and we have incorporated it into the decision-making phase of any project. Incorporating citizen developers has allowed us to increase the productivity of the teams and have an alternative to traditional development. For this we certify our consultants in the main market platforms.
Operations
Experience in processes in the field of banking and insurance based on knowledge and efficiency.
Financial Markets
It is our DNA, the operations area completes our offer of strategic consulting and high technical knowledge within the world of capital markets with the continued support of our consultants on a day-to-day basis; We have teams with extensive user experience in markets, systems and procedures.
Control & Supervision
We combine our experience in technological projects together with our practices in the world of operations to add value in the definition and execution of control, reconciliation and supervision procedures in operational areas and hand in hand with the client’s risk teams.
Processes Outside the Market
We provide specialized services such as probate, probate, certificate processing and endless common administrative processes in a back office.
Asset
Our methodology applicable to operational projects inherits practices from Optimissa that have proven to be extrapolated to other financial areas within our clients. Our practices in business analytics and process automation together with the daily support of our operations teams result in a complete offer adaptable to the needs of the client in the activities of the retail world.
IICS Depositary
We advance in new BPO service concepts, assuming responsibilities towards regulators and completing the operational service with technological solutions, offering our clients a turnkey solution.
Valuations & Risks
We have teams specialized in carrying out tasks of generating risk models and valuation of complex products.
Fund Administration
We take care of the Back Office of our customers, through processes of operations, assessment, accounting and regulatory reporting.