FINANCIAL & PROFESSIONAL SERVICES
Optimize has crafted business plans for insurance companies, financial services firms, CPAs, attorneys, and companies offering various other professional services.
As technologies such as AI and blockchain reframe how services are delivered, many of our clients are looking to rethink their business models and reset their value proposition. These companies must do so in a shifting regulatory and compliance rich environment.
Partial Client List
- Account Control Technology
- Argus Dental & Vision, Inc.
- Atlantic Pension Services
- Business Finance Capital (BFC)
- CB Richard Ellis
- DLC
- Efinancial
- Eli Global
- Fidelity Life
- Gaspar Insurance
- Kravitz & Associates
- LBW Insurance
- Merrill Lynch
- Mutual Group
- NCS
- Rogers Insurance
- SCA Claims
- TaxAudit
- TransAmerica
- WealthPRIME
See Case Study
Our Content
The Strategy Page: Megatrend Edition
On the Strategy Page, we thoughtfully examine a range of business trends that inform our clients in the formation of strategy. In our annual trends series (see below), we focus on technology, economic, social, workforce, and political trends shaping our world.
The Strategy Page: AI Economy Edition
The initial reactions to the AI revolution were fear and wonder.
Would millions of workers become obsolete? Could machines eventually control humanity, or destroy it? For the moment, these fears appear to be unfounded.
The Strategy Page: The Labor Market is Getting Weird Edition
The U.S. labor market is downright confusing. AI is supposedly coming for everyone’s job, and yet you still can’t get a plumber to return your call.