Planning for Happiness
The Optima Group has undertaken an exceptional journey over the past five years. While Belgium was rocked by the 2008 financial crisis, this company seized the opportunity to re-evaluate their position and embrace a whole new angle.
Keen to offer something more than just financial planning, the Optima holding company took the unprecedented move of buying a bank and acquiring a banking licence. At first, this drew questions and concerns from the National Bank of Belgium. How could these little-known financial planners fit into the banking industry?
However, with a strong focus on customer service and some research help from Vlerick, Optima have firmly established themselves in their new role. We met with the CRO of the Optima Group, Jo Viaene, to find out more.