Enhance sales. Optimise retention.

Optalitix works with brokers to help improve performance using data. We help you find the best leads, increase sales and boost retention using insights from customer data. We advise on best product fits and simplify application forms to make your customers’ sales experience simple. We provide smart website designs, can advise on your digital lead generation campaigns, and provide intelligent call centre software that responds to your applicants’ demographics and conversion likelihood.

We can improve your business performance. Let us show you the value in your data.


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A tailored selection of Optalitix stand-alone solutions, fused to maximise effectiveness

Leads Hub is a leads marketplace that adapts to your business needs to improve your lead buying.

We connect you to compliant leads providers to give you a one stop shop for your sales leads purchases, and our customised integration ensures your leads are available for contact immediately.

Within leads hub, your own conversion and value models can be used to estimate lead value.

  • Seamless Integration
  • Hundreds of metrics to measure lead characteristics
  • Intelligent learning algorithms improve lead selection
  • Quantified lead value

Increase sales using Convert. Convert's sales insights give your customers a personal sales experience. The customer journey is enhanced and your sales team gets extra information about applicants.

Convert shortens the customer journey using data and allows you to put the customer at the centre of the process. You can personalise their experience to cater for their preferences. Insights are provided by external data and the Optalitix Decision Engine.

  • Increased sales
  • Specific targeting and retargeting of leads
  • “People like you” product choices
  • Create a competitive sales advantage

Proactively retaining customers is essential for any business. Proactive retention is cheaper and more profitable than selling to new customers, and helps to build your brand.

Optalitix Retain is cloud hosted software as a service that identifies high value renewing customers. It focuses your retention activities to ensure you retain more customers and increases retained profit for your business. To help you monitor the process, Optalitix Retain provides customised CRM screens and live feeds to your own CRM systems. The software uses multiple contact channels to deliver your retention message efficiently and effectively.

  • Retain your most valuable customer
  • Create personalised and targeted retention strategies
  • Track retention performance


Next   Restart  

Optalitix technology enhances every customer interaction

The customer begins by providing some basic information.

Optalitix uses this limited data to greatly enhance the sales journey.


Internal company data informs us about other, similar customers, while Big Data inputs sourced by Optalitix provide additional insight.


The Optalitix Decision Engine applies smart algorithms and market insight in real-time.


Optalitix integration into customer contact systems provides an intelligent plan of action, whilst leveraging self learning intelligence to improve the fit using feedback from customer choices.

Want to know more?

Name Joe Bloggs

Date of Birth 18/05/1975

Postcode SW1 1AA


Internal company data on this customer, and similar customers who have purchased, informs the customer journey.


Our Big Data resources pull in pertinent and valuable data points from outside sources to build a complete customer profile.

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The models provide insight, helping clients determine product choice, conversion rate and customer value. This improves the customer experience and informs sales strategy.


The next best action is determined via smart algorithms and scenario analysis. An intelligent, refined sales approach is customised for each applicant.