Enabling Innovation in Payment Card and Neobank Solutions

OptimizeFT provides a rapidly-deployable financial technology platform with managed services enabling next-generation digital payment solutions and programs.

Company Overview

Optimize Financial Technology's mission is to help our clients lead in the digital banking revolution. Our technology platform, payment enablement solutions, and turnkey digital banking programs are ideal ways to consolidate payment card processing and disparate back-end systems. Our robust software layer is built to provide omni-channel access, intelligent, real-time customer interactions, and an extensive library of value-added tools. Using our platform allows for rapidly deployable new product innovations and shifts the paradigm from transaction-centric payment products to user experience-centric products.

Targeted Industries

We currently provide our technology enablement platform, payment solutions, and white-label programs for companies in a wide range of industries.

Digital Banking
Rewards & Benefits
Gig Economy
Alternative Lending
HR Services & Payroll
Corporate Incentives
State & Local Governments
Disbursements
Expense Management
And growing!

Our Managed Services

Mix and match any of the services we provide. Our Service Professionals have domain expertise in rapidly building and efficiently managing the best payment card solutions in the industry.

IMPLEMENTATION
SERVICES

IMPLEMENTATION SERVICES

Define  |  Design  |  Setup  |  Develop

Define

We can help you define your requirements and pick the best functions and services you'll need to build the most optimal program for your needs.

Design

Our in-house Product Designers can work with you to create an initial vision to solve or improve custom solutions, enabling you with best-in-class user experiences.

Setup

Our team can implement all the configuration requirements or guide you to do your own, making sure we keep your program safe and secure to minimize the risks for fraud.

Develop

Our Product Development teams bring everything together, from configuration to implementation. We provide additional engineering support to help you launch quickly.

OnGoing SERVICES

Host  |  License  |  Manage  |  Optimize

OnGoing
SERVICES

Program Support

From payment card processing to bank-issuance, we can help support you to launch and run the A to Zs of your payment card program.

Hosting

We build scalable cloud environments tailored to the needs of your digital banking experience. Secure, flexible, scalable, and low maintenance is paramount.

Customer Support

We supply smart support tools tailored to your program type. Adaptive, intelligent scripting makes sure your customers have their on-demand needs met.

Licensing

We provide many tiers and types of licensing to suit the needs of a multitude of different kinds of business objectives and requirements. Monthly technology charges to full program packages.

Technical Support

We staff on-demand technical help for all your internal support needs, also providing on-demand answers to your end-customers' technical questions.

Fraud Monitoring

Seamless integration with industry-leading fraud monitoring tools, combined with proactive monitoring, make would-be fraudsters look elsewhere.

Admin & Customer
Service Tools

Get the tools you need to access and configure your specific instances of the platform from anywhere. With multi-leveled user access and support to manage the tools built-in.

Reporting, Analytics
and Optimization

Out-of-the-box program optimization services are designed to provide real-time insights, understand customer behavior, and drive improved business outcomes.

Our Team

Optimize Financial Technology embodies the values of honesty, integrity, and a commitment to providing the best value to our partners. What started with a curious interest in improving and tracking family budgets evolved into the realization that we were on the path to helping our clients lead the digital banking revolution. As a whole, we cover the full spectrum of diverse industry expertise to enable innovative payment solutions.  Join us on our journey – we are just beginning!

Senior Leadership

Senior Leadership

James Collas
Jonathan Shultz

CFO,
Financials

CXO,
Experience

Bobby Bray
Jeff Margileth

CTO,
Technology

COO,
Operations

Jeffery Hall

CEO &
President

Vice President,
Customer Success

Vice President,
Project Management

Nina Keller

Vice President,
Frontend Development

Evan Lecklider
Mike Corrales
James Collas
Jonathan Shultz

CFO,
Financials

Vice President,
Business
Development

Vice President,
Project
Management

Nina Keller

Vice President,
Frontend
Development

Evan Lecklider
Mike Corrales

CXO,
Product
Experience

Bobby Bray
Jeff Margileth

CTO,
Technology

COO,
Operations

Jeffery Hall

CEO &
President

Open Opportunities

Open Opportunities

We're currently fully staffed, but always happy to meet talented individuals working in the same space.

Feel free to reach out and introduce yourself.

Our Partners

Industry Leaders in Fin-Tech!

We have done the research.  Our partners have the latest technology as well as the best services in the industry.  If your solution requires a new service we don't have, we can easily integrate new service partners.

Contact Us

Have questions or want to get a more detailed view?
(858) 255-8262  |  Info@optimizeft.com