Insights
Optima Group is committed to providing financial institutions with timely market intelligence and strategic advisory services. Our process combines in-depth industry experience, proprietary research and data analysis with real-world acumen to uncover opportunities that can energize your business today and in the future.
We would like to share with you a few of Optima Group’s recent white papers, market bulletins and press releases. Please refer back to this page periodically for updates and new research. For a more detailed analysis of our white papers, or any further information on how Optima Group can help your firm, please contact us.
We would like to share with you a few of Optima Group’s recent white papers, market bulletins and press releases. Please refer back to this page periodically for updates and new research. For a more detailed analysis of our white papers, or any further information on how Optima Group can help your firm, please contact us.
White Papers
“Integrated Branding and the Land of Oz”The Brave New World of marketing in 2011 demands a fresh look at your brand to ensure your promise resonates with your prospects and clients, and that you are delivering on it.
“New Strategies to Win the Retirement Race”
Recent research uncovers how industry leaders are building new business models to gain the greatest share of the lucrative retirement market.
Market Bulletins
“LPL Financial to Acquire Fortigent, LLC.”Optima Group, Inc. Announcement
“Re-thinking Wealth Management Today”
Identifies strategies to help wealth management firms rebuild client confidence and navigate through this crisis period, as well as ready their programs for long-term growth.
“Learning from Brand Leaders”
We’ve looked at four of the top global brands outside the financial industry to identify brand attributes that the industry can adopt to improve its current negative image.