what we do

Do you wish you had more captivating creative or messaging that better articulates the value your company provides? Would you like to learn whether you can improve your business model to better serve clients, or how your firm stacks up against the competition?

With our single-minded focus on the financial industry, Optima Group has been helping leading financial services companies grow their businesses for over three decades. As an ongoing, trusted partner, we add insight, an outside perspective, and fresh ideas.

From concept to execution, we help build our clients’ brands by thinking creatively – and guiding them toward effective solutions that work.


  • Qualitative and quantitative market research
  • Customer analysis and segmentation
  • Competitive intelligence
  • Test shopping
  • Pricing analysis
  • Product assessment

View market research projects

  • Strategic planning
  • SWOT analysis
  • Distribution and delivery enhancement
  • Marketing planning
  • Product development and pricing
  • M&A advisory
  • Technology and systems audits

View consulting projects

  • Branding
  • Positioning and messaging
  • Website and microsite development
  • Integrated marketing communications
  • Thought leadership and white papers
  • Print/digital direct marketing campaigns
  • Advertising
  • Sales systems and training material

View creative projects