AI is revolutionising product management and redefining how businesses in the trust and corporate services sector operate.In this insightful episode, Optifi’s Chief Product Officer, Cara, shares how artificial intelligence is driving digital transformation, streamlining operational efficiency, and enabling businesses to future-proof their services.
From tackling industry challenges like regulatory pressures and fragmented systems to leveraging automation for smarter decision-making, this discussion explores the intersection of innovation, empathy, and technology adoption.
Discover how Optifi is consolidating complex workflows, reducing cost-to-serve, and delivering client-centric value through cutting-edge AI tools and automation. Learn why adopting the right technology solutions can transform your business growth, improve compliance, and create seamless, human-first user experiences.
CHAPTERS:00:00 - Intro01:27 - What is Optifi: Overview and Features03:57 - Interesting Career Fact: Insights and Experiences05:29 - What Are You Working On: Current Projects and Goals07:31 - What Surprised You About the Industry: Unexpected Insights11:37 - Why is Empathy Important: Role in Business Success14:59 - Is Customer Experience All Empathy and People: Exploring the Balance20:46 - What Do Product Managers Do: Responsibilities and Skills23:50 - What is an OKR and Why is it Important: Objectives and Key Results Explained28:00 - How to Maintain a Skinny Product Model as You Scale: Strategies for Growth31:52 - How Can AI Help the Trust and Corporate Services Industry: Innovations and Applications37:30 - Natural Language as a User Interface: Benefits and Challenges41:20 - What’s Next for Optifi: Future Plans and Developments44:01 - Keeping the Human in the Loop: Importance of Human Oversight50:05 - Operational KPIs: What’s Next for Optifi: Key Performance Indicators Explained52:40 - What Makes a Great MVP: Essential Features and Considerations56:20 - Final Thoughts: Key Takeaways and Reflections
Optifi is the next generation digital platform for global Trust, Corporate Services and Family Office companies. Founded by some of the most experienced technology, business process experts, and leaders in the sector, Optifi maximizes value through AI, automated control, and a beautifully crafted, consolidated customer experience.Reduce your cost to serve with https://optifiplatform.com/#Opticast #Optifi #Podcast
In this episode of the Opticast, we uncover why technology adoption is no longer optional for trust companies facing mounting regulatory pressures, shrinking margins, and rising client expectations. Alain Egre, COO of Optifi, and CEO Stuart Richford dive into actionable insights on how digitisation, automation, and AI are transforming the trust and corporate services industry. From reducing cost-to-serve to unlocking new revenue streams, discover how companies can future-proof their operations in a rapidly evolving world.CHAPTERS:00:00 - Introduction02:08 - Overview of Optifi05:47 - Current Industry Landscape07:31 - Financial Pressures in Business14:37 - Regulations Impacting the Industry19:07 - Technology Adoption Trends27:44 - Industry Consolidation Insights29:07 - AI and Data Integration33:55 - Global Developments and Trends34:40 - Investments for Trust Companies41:23 - Future Predictions for the Industry44:20 - Conclusion and TakeawaysOptifi is the next generation digital platform for global Trust, Corporate Services and Family Office companies. Founded by some of the most experienced technology, business process experts, and leaders in the sector, Optifi maximises value through AI, automated control, and a beautifully crafted, consolidated customer experience.Reduce your cost to serve with https://optifiplatform.com/#Opticast #Optifi #Podcast
In this episode, we delve into the fast-evolving challenges and opportunities within the technology and financial services sectors, zeroing in on digital transformation and operational efficiency.
Explore the pioneering vision of Optifi, a Jersey-born innovator on a mission to revolutionise the trust and corporate services industry by blending cutting-edge technology with intelligent, process-driven solutions.Opticast is your essential guide to the crossroads of visionary thinking and practical execution. Subscribe now to stay ahead in the race towards smarter, more resilient business growth.*Key Topics:*- Balancing innovation with operational efficiency in financial services- Optifi’s game-changing approach to trust and corporate services- Crafting client-centric value through digital transformation- Future-proofing your business in a tech-driven economyPerfect for: Decision-makers, disruptors, and digital pioneers committed to reshaping industry standards.CHAPTERS:00:00 - Intro01:33 - Vision11:36 - The Soul of Optifi20:07 - The Art of the Possible22:55 - Multi-Tenant Environments23:50 - Value of Automation25:34 - Importance of ROI28:55 - Soul of an Organisation33:05 - Catalyst for Change39:10 - Business Conversations44:55 - Adopting New Technology46:50 - People in Tech Projects48:31 - Finding Stuart and Optifi#Opticast #Optifi #Podcast