Build the future of Autonomous Operations with us
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IDC 2025 Innovator
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Why Partner with Otera?
Leading consulting firms, hyperscalers, and technology providers choose Otera because we do not just enable automation. We deliver proven $100M+ Agentic ROI for enterprise customers across industries.
Proven Impact, Not Promises
Partners build on the only Agentic Automation platform with validated outcomes and $100M+ in measurable ROI for global enterprises.
Built to Scale, Fast
Deploy and scale enterprise rollouts in weeks, not quarters, with Otera’s low-code, enterprise-ready architecture and comprehensive enablement resources.
A Winning Alliance
Join the ecosystem powering the world’s largest Agentic Transformations.
Shared Growth
Expand your business with flexible commercial models and co-creation opportunities that align revenue with real customer outcomes.
The Otera AI Partner Ecosystem
The Otera partner ecosystem brings together the world's leading business and technology experts
to deliver autonomous operations and scale Agentic Automation across industries
Business Partners
Advisory & Consulting firms, GSIs, BPOs
Business Partners own or expand client operations, deliver transformation programs, and monetize through services, from advisory and implementation to managed or outsourced operations.
Technology Partners
Hyperscalers, LLM Providers, Process Mining, ISVs
Technology and LLM partners provide the infrastructure, platforms, foundation models, or point technologies that connect to Otera's ecosystem, extending value without directly delivering client-side operations.
OEM Partners
Software providers embed Otera’s Agentic capabilities into their platforms to offer autonomous functionality under their own brand.
Partner Journey
The Otera Partner Program is designed in phases that compound value for you and your clients,
moving from first collaboration to large-scale enterprise autonomy
Onboard
Formalize the partnership, then access Otera’s partner ecosystem with exclusive tools, frameworks, and onboarding support.
Enable
Train through the Otera Academy and earn certifications that validate your expertise in Agentic Automation.
Co-Sell
Engage in joint go-to-market plans, unlock shared pipeline visibility, and engage in account collaboration.
Co-Deliver
Implement and scale Autonomous AI Agent solutions together.
Scale
Replicate success across verticals, business units, and geographies with proven rollout playbooks.
The DeepOpinion AI Partner Ecosystem
Accelerating Autonomous Enterprises Together
We’re building a world where autonomous enterprises are the norm. Our AI Partner Ecosystem brings together the leading platforms, builders, and OEMs transforming work as we know it.
Accenture is a global professional services leader delivering strategy, consulting, and technology transformation across 120+ countries, with a track record of scaling complex AI programs across the world's largest enterprises.
- End-to-end implementation across financial services, insurance, and manufacturing at multinational scale
- Proven deployment of AI Agents in multi-system, multi-geography environments
AI Risk is a boutique advisory firm specializing exclusively in agentic AI strategy and implementation for regulated enterprises, led by World Economic Forum advisor Simon Torrance. Together, we help financial services leaders move from autonomous AI ambition to live operations, with no false starts.
- 90-day Agentic AI Accelerator methodology from strategic clarity to live autonomous deployment
- Founded within a think tank for major financial institutions, built on real industry intelligence
Beyondbots is a DACH-region intelligent automation specialist delivering AI enablement from strategy through managed service. Together, we turn autonomous operations ambition into live results, faster.
- Structured AI Blueprint-to-managed-service model for rapid time-to-value
- Founded by practitioners with 20+ years at Bosch, Oracle, and SAS
Capco, a Wipro company, is a global management and technology consultancy specializing exclusively in financial services: banking, capital markets, wealth management, and insurance. Together, we make autonomous operations a competitive reality for the world's most complex financial institutions.
- Exclusive financial services focus across 100+ global institutions and every major sub-sector
- OpenAI Beta Services Partner with early access to frontier AI models for autonomous process design
Capgemini is a global leader in consulting, technology services, and digital transformation with a 2B EUR AI investment. Together, we move enterprises from task automation to autonomous operations.
- AI and automation delivery across financial services, manufacturing, and automotive
- Research-backed approach to identifying where Agentic Automation drives highest ROI
CGI is one of the world's largest independent IT and consulting firms, with 400+ offices across 40+ countries and a five-decade track record across government, financial services, and utilities. Together, we bring autonomous operations to enterprises that require depth, trust, and longevity.
- Client-embedded delivery model for autonomous implementation within complex enterprise environments
- Proprietary industry IP across banking, utilities, and government accelerates autonomous process deployment
Cognizant is a global IT services and consulting company with deep expertise in financial services, healthcare, and technology. Together, we deploy autonomous operations across the most data-intensive enterprise workflows.
- Proprietary TriZetto platform for autonomous claims processing in US health plans
- Dedicated AI practice spanning generative AI and intelligent automation implementation
d.velop is a leading European document management platform serving 15,000+ companies across the DACH region and a confirmed Otera OEM partner for Agentic Intelligent Document Processing. Together, we turn document-intensive operations into fully autonomous processes.
- Layout-independent, training-free autonomous document processing for 5M+ daily platform users
- Deep vertical expertise across 400+ financial institutions, 200+ healthcare providers, and 300+ public administrations
Digitide Solutions is a global AI-driven BPM and digital transformation company with deep expertise in insurance, banking, and financial services, processing over 1 billion customer interactions annually. Together, we bring autonomous operations to the highest-volume enterprise workflows.
- Pulse.ai and Insurance Data Hub for autonomous processing in insurance and financial services
- $25B+ in insurance premiums processed annually, with AI Agents grounded in real operational scale
EY is a Big Four professional services firm operating across 150+ countries, with a $1.4B AI investment and the proprietary EY.ai platform. Together, we help the world's largest regulated enterprises make autonomous operations a reality at scale.
- Governance, compliance, and workforce transformation built into every autonomous operations program
- 19 consecutive Microsoft Inner Circle years and IDC-recognized SAP Leader for enterprise platform depth
Otera is a certified Google Cloud Partner, fully hosted on Google Cloud infrastructure and commercially available via the Google Cloud Marketplace. Built natively for Google Cloud, Otera combines secure, scalable cloud architecture with advanced AI services such as Vertex AI and Document AI to enable autonomous, end-to-end business operations.
- Fully hosted on Google Cloud infrastructure (GCS)
- Native integration with Vertex AI and Document AI
Horn & Company is a top management consulting firm in Dusseldorf specializing in P&L-oriented performance improvement and digital transformation across financial services and industry. Together, we make autonomous operations a board-level priority and deliver it.
- Quantitative methodology tying every autonomous initiative directly to measurable P&L impact
- Named Germany's Hidden Champion for Financial Services Consulting four consecutive years
Horvath is an independent management consultancy based in Stuttgart, Germany, specializing in performance management, finance transformation, and digitalization across the DACH region. Together, we translate autonomous operations into measurable business performance.
- 40+ years of controlling and performance management expertise, where decision agents have the most impact
- Proprietary Horvath.AI platform with integrated change management via Horvath Academy
KPMG is a Big Four professional services firm with a 20,000-strong technology consulting practice and deep expertise in governance and enterprise transformation. Together, we build autonomous operations on a foundation of trust and regulatory control.
- Autonomous process deployment within compliance-heavy, regulated environments
- Trusted AI framework for governance, audit trails, and risk-aligned implementation
KYP.ai is a 2025 Everest Group PEAK Matrix Leader in process intelligence, giving enterprises real-time visibility into how work gets done and generating the structured business context agentic AI needs to operate. Together, we ensure autonomous operations are built on accurate process intelligence, not assumptions.
- Always-on process discovery and ROI quantification before autonomous AI Agent deployment
- Production-ready agent code and structured business context generated directly for Otera's platform
Metafinanz is a Munich-based business and IT consultancy specializing in AI, connected platforms, and organizational transformation across the DACH region. Together, we bring autonomous operations to European financial enterprises that require institutional-grade delivery.
- SAP SuccessFactors Diamant Partner and DORA compliance expertise for regulatory-aligned deployment
- Self-managed model of ~80 autonomous units, practitioners of the model they help clients build
Otera is a Microsoft Azure partner, fully hosted on Microsoft Azure infrastructure and commercially available via the Microsoft Azure Marketplace. Built natively for Azure, Otera combines secure, scalable cloud architecture with advanced AI services such as Azure OpenAI Service and Azure AI Document Intelligence to enable autonomous, end-to-end business operations.
- Fully hosted on Microsoft Azure infrastructure
- Native integration with Azure OpenAI Service and Azure AI Document Intelligence
Mphasis is a Blackstone-controlled global IT services company focused on AI-led transformation, with deep specialization in banking, financial services, and insurance. Together, we bring autonomous operations to enterprises running the world's most data-intensive financial processes.
- Serving 35 of the top 50 US banking and insurance firms, with deep autonomous workflow expertise
- NeoIP and Front2Back platforms for structured autonomous operations deployment at scale
msg group is a leading international IT consulting and system integration group with deep expertise across insurance, banking, public sector, and automotive. Together, we move complex, regulated enterprises from system integration to autonomous operations.
- Domain-led identification of high-impact Agentic use cases
- Seamless integration into core systems and regulated environments
PwC is one of the world's largest professional services networks, with a proprietary Agent OS orchestration platform and Agent Powered Performance methodology. Together, we deploy autonomous operations with measurable outcomes built in from day one.
- ChatPwC deployed across 320,000+ professionals, demonstrating real at-scale enterprise AI operating experience
- $7 trillion Value in Motion framework positions autonomous operations as business model transformation
Sopra Steria is a leading European IT and consulting firm with deep expertise in government, financial services, and energy, and a strong commitment to European digital sovereignty. Together, we deploy autonomous operations where compliance and data residency are non-negotiable.
- Proprietary banking software for autonomous process deployment within European financial institutions
- Trusted technology partner for public sector and defense-grade autonomous operations
Synpulse is a global management consulting firm specializing exclusively in financial services, with 1,000+ professionals across 16 offices in Europe, the Americas, and Asia Pacific. Together, we deploy autonomous operations across the financial institutions that run the world's most complex processes.
- Deep financial services specialization across banking, insurance, and wealth management, from strategy to implementation
- Synpulse8 tech powerhouse bridges consulting and engineering for faster autonomous process deployment
Tech Mahindra, part of the Mahindra Group, is a global technology services company with deep expertise in telecommunications, manufacturing, and financial services, and a declared AI-first agenda. Together, we bring autonomous operations to industries being reshaped by connectivity and AI.
- Unique 5G and telecom heritage for autonomous operations in connectivity-intensive industries
- Makers Lab innovation capacity for autonomous process design across complex multi-geography environments
Org is a human-centered transformation consultancy operating across the UK, Ireland, and Asia Pacific, and a confirmed Otera implementation partner scaling Agentic Automation across enterprise operations. Together, we deliver autonomous operations for financial services and insurance across the UK and Ireland.
- Organizational Engineering methodology integrating people, process, and autonomous technology design
- 5,000+ completed engagements and 30+ years of hands-on enterprise implementation experience
TXP (Technology x People) is a UK-based digital transformation company combining consulting, development, and technology resourcing, with particular strength in legacy modernization, cloud migration, and AI implementation for mid-market and public sector organizations. Together, we bring autonomous operations to enterprises modernizing complex, legacy-heavy environments.
- Legacy and mainframe modernization expertise for deploying autonomous processes in organizations running aging core systems
- Integrated consulting, development, and resourcing model provides the people and technology needed for end-to-end autonomous operations delivery
Enablement Hub
One coherent journey to autonomous operations.
The Enablement Hub equips your team at every stage, from framing the business case for autonomous operations, to configuring the platform, to deploying and scaling Autonomous AI Agents in production.
- Transformation: Set the strategic direction for autonomous operations programs. Understand how to position, scope, and sponsor engagements.
- Product Readiness: Gain working command of the platform so your team can guide clients through oversight and operational confidence.
- Building: Build the technical capability to integrate, configure, and scale Autonomous AI Agents across enterprise environments.
Proof in Action
The world’s most regulated industries already use Otera for proven 90%+ end-to-end automation on mission-critical operations:
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Partner Economics
The old SaaS referral model is broken. Otera lets partners earn recurring revenue
from the automation value they deliver, not from one-off commissions
Frequently asked questions
Otera works with transformation consultancies, systems integrators, BPOs, and technology resellers who serve enterprise clients with back-office operations challenges. Our most active partner profile is the transformation consultancy that handles organizational change and process redesign - while Otera powers the deterministic execution layer underneath.
Partners lead the client relationship, discovery, and transformation narrative. Otera provides the Agentic FTE technology, implementation support via Forward Deployed Engineers, and ongoing platform performance. We don't compete with our partners for the transformation mandate - we make their delivery stronger and their outcomes more measurable.
No. We operate a non-exclusive model, allowing partners to work with us alongside other technology vendors. We do, however, offer preferred partner tiers with dedicated support, co-sell resources, and revenue incentives for committed partners.
Otera operates on a fundamentally different commercial model compared to traditional software platforms. There is no upfront platform license, no per-seat or per-user fee, and no Studio access charge. Instead, pricing is based on an annual execution commitment - meaning you only pay for what actually runs. Cost scales with throughput, not headcount, giving clients and partners predictable unit economics per workflow.
It directly aligns Otera's commercial interest with the client's operational performance. Commercials are tied to measurable execution outcomes, so the more value delivered, the more the model makes sense to scale. For clients replacing traditional FTEs, this creates a straightforward and defensible business case with no hidden infrastructure or licensing overhead.
The key differentiator is that traditional platforms charge regardless of whether they deliver value. Otera's model means the client is never paying for idle capacity or unused licenses. Partners can use this as a competitive wedge, particularly in deals where the incumbent is charging significant platform or seat fees upfront.
The partner owns the client relationship. Otera operates as a white-label-friendly technology provider in most engagements, meaning your brand and relationship stay front and center.
Otera operates three distinct commercial engagement models - Transactional, Gain Share, and Deployment Partnerships - each designed for a different partner profile and go-to-market motion.
A transactional partnership is focused on fulfilling a commercial contract. The partner generates and refers qualified opportunities, and the engagement is structured around ARR commitments. Compensation is calculated as a percentage of the transaction value, making it a straightforward and predictable model suited for partners who want to monetize their network and client relationships without taking on delivery responsibility.
A gain share model is a performance-based commercial structure where Otera's compensation - and the partner's incentive - is tied to the measurable value created for the client, not solely to time spent, licenses sold, or fixed fees. This model is designed for partners who are deeply embedded in a client's operations and are confident in the outcomes they can drive. It aligns all parties around a shared definition of success.
A Deployment Partnership comes in two forms. In the first, the partner acts as Otera's service delivery arm - functioning as a subcontractor to implement and operate Otera's platform on behalf of clients. In the second, the partner is a fully entitled implementation partner, meaning they are certified to sell ARR directly to clients and execute the implementation independently, without Otera's direct involvement in delivery. This model is well suited for consultancies and SIs who want to build a repeatable Otera practice within their own organisation.
That depends on your go-to-market motion, your delivery capacity, and how closely you want to be tied to client outcomes. Our partnerships team will work with you during onboarding to identify the right structure - and models can evolve as the relationship matures.
No. Otera provides Forward Deployed Engineers (FDEs) who work alongside partner teams during implementation. Partners are expected to bring process knowledge and client context; Otera handles the technical configuration and integration work.
Initial deployments for a defined process scope (e.g., a single Order to Cash or Source to Pay function) typically follow a phased approach: discovery, configuration, parallel run, and go-live. The exact timeline depends on scope and client readiness.
Otera integrates with major ERP systems and common back-office tooling. Specific integration requirements are assessed during discovery, and our FDE team manages the technical build.
Partners receive access to co-brandedmaterials, joint case studies, ROI calculators, and presentation templates. For priority partners, Otera supports joint events, thought leadership content, and introductions within our network.
Yes. Partners receive a full toolkit including cost comparison frameworks, FTE conversion models, and function-specific value cases for Finance, HR, Procurement, and industry verticals including Banking, Insurance, and Manufacturing.
Partners can register deals through the partner portal. Registered deals are protected for a defined period and flagged to prevent channel conflict.
Otera invests heavily in partner capability building. All partners get access to the Otera Open Academy - a self-paced learning environment covering the platform, use cases, sales methodology, and industry verticals. Whether you're onboarding a new team member or refreshing your knowledge ahead of a client conversation, the Academy is always on and always available.
The Otera Open Academy is our partner-facing learning platform, offering structured learning paths across business, functional, and technical tracks. Content ranges from introductory modules on agentic operations to deep-dive certifications on specific workflows, industries, and deployment scenarios. It is designed so that both business and technical profiles within your organisation can build genuine Otera fluency at their own pace.
Yes. Beyond self-paced learning, Otera offers instructor-led deep-dive training sessions for partner teams who want to go further - covering advanced deployment scenarios, complex integration patterns, and solution design for enterprise clients. These sessions are tailored to your team's profile and the verticals you operate in.
For partners who want to build an independent Otera practice, we offer a Train the Trainer programme. This certifies nominated individuals within your organisation to deliver Otera enablement internally - so you can onboard new colleagues, upskill your delivery teams, and scale your practice without relying on Otera for every training touchpoint. It's designed for partners who are serious about making Otera a core part of their proposition.
Certified partners receive regular product update briefings, release notes, and updated learning content through the Academy. Your Partner Success Manager will flag any changes that materially affect your active engagements or go-to-market materials.
Yes. We provide active presales support to help partners win. This includes solution scoping, business case development, ROI modelling, and technical qualification - so you're never walking into a complex enterprise conversation without backup.
Depending on the opportunity, Otera's presales team can join discovery calls, support the development of client-specific value cases, help size the opportunity in terms of workflow scope and execution volume, and assist in building a compelling proposal narrative. We adapt our involvement to what the deal needs - from a quick sanity check to full joint pursuit support.
Yes. We have a library of function-specific and industry-specific value case frameworks that we can adapt to your client's profile. For qualified opportunities, our presales team will work with you directly to build a tailored business case that speaks to your client's cost structure, operational complexity, and strategic priorities.
As early as you're comfortable. The sooner we understand the opportunity, the better we can support qualification, shape the solution, and ensure the commercial model is structured for success. Early involvement also helps avoid scope misalignment later in the process.
Complete the partner application on this page. Our partnerships team will reach out within 2 business days to schedule an introductory call, discuss fit, and walk you through the partner agreement and onboarding steps.
Partners receive onboarding training covering Otera's platform, use cases, and sales methodology. Ongoing enablement includes product updates, new vertical playbooks, and access to a dedicated Partner Success Manager.
Each partner is assigned a dedicated Partner Success Manager who supports pipeline development, delivery questions, and escalations.
