Optio
Optio.Ai is on a mission to move the global banking system into the 21st century through smart applications of artificial intelligence and data analytics.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
| investor | €0.0 | round | |
| N/A | €0.0 | round | |
| investor | €0.0 | round | |
$250k | Grant | ||
| Total Funding | 000k | ||
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Optio.ai, founded in Tbilisi, Georgia, in 2016 by Shota Giorgobiani and Giorgi Mirzikashvili, has evolved from a personal finance chatbot into a comprehensive Customer Data Platform (CDP) primarily serving the financial sector. Mirzikashvili's decade-long experience in banking inspired the creation of a technology company to address data challenges he observed firsthand. The company's journey included participation in accelerator programs like StartupYard and Techstars, which helped refine its product and strategy.
The core of Optio's business is a B2B SaaS model that helps financial institutions, such as banks and insurance companies, to consolidate and understand their customer data. The platform addresses the common problem of fragmented and low-quality data by integrating information from various sources like APIs and SQL databases into a single, unified view. It employs AI and machine learning to cleanse, enrich, and categorize data, with a notable feature being its ability to analyze up to 99% of customer financial transactions to reveal spending behaviors and patterns.
Clients, including prominent Georgian banks and insurance providers like GPI, use Optio's platform to achieve a 360-degree customer view. This enables them to segment customers with precision and build dynamic, trigger-based marketing campaigns. The platform includes pre-trained machine learning models that can boost sales conversion and supports the integration of clients' existing models. By providing tools for hyper-personalized marketing and CRM, Optio helps businesses improve customer engagement and optimize cross-selling opportunities. A key achievement for the company was becoming the first Georgian fintech startup to receive ISO 27001 certification, underscoring its commitment to information security, a critical factor for its banking clientele.
Keywords: customer data platform, financial technology, marketing automation, data analytics, B2B SaaS, banking solutions, customer engagement, data integration, AI in finance, personalized marketing, CRM enhancement, data enrichment, transaction categorization, Georgian tech, Shota Giorgobiani, Giorgi Mirzikashvili, customer journey builder, sales automation, lead generation, data-driven marketing