Revolutionising Customer Experience in Corporate Services

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Opticast

Optifi

3 episodes

3 days ago

Optifi disrupts the Trust & Corporate services market with the first BPaas platform. From client onboarding to payments, accounting and regulatory reporting, Optifi automates, controls and optimises your processes, reducing your cost to serve by up to 60%. We empower you to focus on what truly matters— your strategic growth For more details check our website: https://www.optifiplatform.com/

Entrepreneurship

Business

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Entrepreneurship

Business

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Revolutionising Customer Experience in Corporate Services

Opticast

57 minutes 52 seconds

1 month ago

Revolutionising Customer Experience in Corporate Services

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