Optimize has worked with insurance companies, financial services firms, CPA’s, attorney’s 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

Global Threats Edition

Global Threats Edition

In a January Vistage Trends webinar, Vistage Chief Research Officer Joe Galvin asked Optimize President Marc Emmer what he considered the number-one geopolitical threat in the world today. Marc answered, “our enemies ganging up on us.”

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