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: Making Money Edition
American corporations are having a moment. S&P 500 companies achieved 30% earnings growth in the third quarter, the third straight quarter of 25+% growth. On October 6th, the S&P 500 closed at a record above 7,800, its 28th all-time high of the year.
The Strategy Page: Free Market Edition
Don’t believe what you hear on the 6 o’clock news about the end of capitalism.
As responsible capitalists, we believe regulation has its place, and markets need guardrails. But leave markets with the latitude to adjust and they respond faster than any government possibly could.
The Strategy Page: Show Me the Money Edition
The AI narrative is changing before our very eyes. There is no longer a debate on whether it’s useful. In recent days, the focus has been on security, and AI threatening the human race. But there is another reality brewing. We are in a token war, and the implications for our economy are consequential.