Optima has more than 30 years of continuity and growth. Continuity in client relationships and in our staff. We believe this is unique in the contact center business. Let us show you what this continuity means for you.”

DON MACLEOD – President

Who We Are

Founded in 1992, Optima is a business services provider specializing in complex customer service outsourcing with a focus on financial services.

Over the years, Optima has developed a reputation for excellence. We have built the most loyal and long-standing group of client relationships in our industry. By the numbers, that’s 15-20 core clients with and average tenure of 15 years, and 50% of this client base is in financial services.

Optima can be your sole service provider or compliment in-house resources. We offer on-site, hybrid, and work from home service models.

Obviously, solutions for each client vary according to their specific needs. But what every client gets is a committed Optima team that builds and maintains optimal relationships from the moment customers or prospects pick up the phone, open a web-chat, or send an email. We continuously build on our success by learning from each day’s customer interaction.

100% of Optima staff is located within North America.

Our Mission

Optima Communications is dedicated
to being the best at delivering optimum results
through quality customer contact
with value-added servicing to a select a group
of long-term clients.

What We Do

In the simplest terms, we help clients find, connect with, retain, and grow relationships with customers through interactive channels and multiple touch points. We do this maintaining, and even growing, your brand integrity.

Customer service

Account/billing inquiries

Customer retention

Product enrollment

Tier 1 tech support

Claims

Surveys

…and many more

First party collections

Online Forms Processing

Online forms processing

Return mail handling

Billing

Fulfillment

…and many more

Customer acquisition

Upsales

Cross-sales

Winback

Lead generation

…and many more

Business Service Channels

We are omnichannel

INBOUND PHONE

INBOUND

PHONE

OUTBOUND PHONE

OUTBOUND

PHONE

EMAIL RESPONSE

EMAIL

RESPONSE

WEB CHAT SUPPORT

WEB CHAT

SUPPORT

ADMIN SERVICES

ADMIN

SERVICES

Benefits of Outsourcing

  1. Increase sales results.
  2. Improve customer service metrics and scalability.
  3. Measurable cost savings.

What Our Clients Say

“Optima stands as a paragon of professionalism, high-quality service, and efficiency, setting a benchmark for excellence in customer support.

From the first interaction, it’s clear that the staff members are not only rigorously trained but also genuinely committed to resolving customer inquiries and all issues.”

Assistant Director, financial services association

“We’re committed to customer service that is straight-forward, human and knowledgeable–that’s what Optima delivers day after day. And for years now.”

Senior VP, major Canadian bank

“We can always count on Optima to deliver a consistent high quality of service, meet our service metrics and be a true partner.”

Associate Director, Client Services, major financial services corp.

“Your team bent over backwards for us . . . I am writing to thank your team (BIG TIME!) for the quick and decisive action taken to satisfy our needs.”

Marketing & Sales Executive, major financial services corp.

“Hats off to the Optima Team! I want to personally thank each and every one of you for working so hard to make our recent campaign such a success. Together, our leaders and the Optima team continue to raise the bar higher and higher. As a result, this was one of our biggest seasonal campaigns ever!”

VP, Direct Distribution, major life insurance company

Ready to Talk?

Do you have a business challenge or opportunity we can help with?