We grew up inside core banking.
That is why these communications work differently.
Optria is a financial communications company. Most providers work around core banking systems; Optria was built by people who spent their careers inside them — which is why the documents we produce do not require the institution to fix its data first.
Built from inside the problem
Optria was founded in August 2005 in Jacksonville, Florida, by people who had already spent their careers inside core banking platforms — Fiserv, Jack Henry, and FIS environments where financial institution data is not clean, not standardized, and not waiting to be processed.
They built Optria around how data actually exists inside banking systems — not how a vendor wishes it would be delivered. That foundation is why the communications hold up through conversions, format changes, and environments other providers decline, and why the average client relationship is 15 years.
Core banking backgrounds, not fintech backgrounds
Optria's leadership team built careers inside financial institution technology before building a company around it.
Pete Stoughton
Pete has led Optria since its founding in 2005, following international development work at Fiserv. Brings a background in banking technology and financial statement software to operations, client relationships, and product direction.
Terrance Vannoy
Terrance founded Optria in 2005. Specializes in banking correspondence and document branding strategy — the discipline behind the full document redesign that begins every Optria implementation.
A service model built for long relationships
Every engagement begins with full document redesign and direct integration into the institution's core environment. Implementation is managed hands-on.
Implementation
Full integration into the institution's core banking environment, document redesign, and production setup — managed directly by Optria's team.
Ongoing operations
Statement production, digital delivery, tax forms, and MailTrace tracking — handled without requiring ongoing attention from the institution's internal team.
Relationship depth
Clients have direct access to the people who built the integration. Not a ticketing system. Not a support queue. The people who know the system.
Talk to the people who built this.
Bring a real scenario — a conversion, a multi-core environment, a data challenge your current vendor has avoided.
Schedule a 30-minute conversation →