Custom strategies for financial services businesses
We are management consultants with tested industry expertise, who produce innovative and executable business strategies. We deliver methodical strategic planning and clear implementation tactics to address the challenges of financial institutions today.
Singular financial services focus
As a specialist consultancy, we excel at generating innovative and well-defined strategies tailored to each client. Patpatia & Associates is defined by our:
• Hands-on knowledge of the financial services industry
• Results orientation, focused on guiding projects to successful execution
• Detailed advice and guidance to manage implementation risk
• Consistent history of success with business and technology innovation
From strategy through execution, Patpatia & Associates delivers solutions across three principal industry practice areas:
• Wealth Management – we work with brokerage firms, retail & private banks, insurers, and other wealth providers, developing innovative offers, marketing strategies, investment programs, and technology platforms. Read More >
• Insurance – we help insurance and reinsurance companies to grow their core businesses through entry into new markets, expanded distribution channels, improved infrastructure, and optimized investment programs. Read More >
• Asset Management – we help firms execute domestic and global market growth strategies within both retail and institutional markets. We also proactively help asset managers enter into the insurance asset management marketplace. Read More >
We aim to work with client stakeholders as a true part of the team. When preparing for any assignment, we tailor our services and approach to ensure that the specific needs of the client are addressed. We start every engagement with a fresh perspective, allowing us to adapt our activities to each company, as well as emerging trends in the marketplace.
We don’t simply deliver a presentation and consider a job done. We continue to work closely with senior managers until objectives are met as expected, and our knowledge base is transferred into the client’s organization.
The financial services are our singular focus. Our professionals have years of industry knowledge and operating experience with developing and executing wealth management, insurance, and asset management business strategies – we don’t need to “learn on the job”. Our work is also continuously informed by extensive proprietary industry research and analysis.
With any strategy, our ultimate goal is to see it successfully implemented. We work closely with clients throughout implementation, taking on general oversight, project management, and any other required role to realize the business vision.
Our consultants are true practitioners, with years of operational and consultative experience in the financial services. From go-to-market planning, to design and assistance with implementation of operational capabilities, we have worked for over two decades to help our clients achieve their business goals.
Leading financial services companies trust us to deliver
Patpatia & Associates has worked with leading firms in the financial services industry throughout the Americas, Europe, and Asia. Our clients benefit directly from our strategic outlook and knowledge of domestic and international markets, as well as from the long-term relationships we have developed with industry participants, such as technology and service providers, that assist in delivering on the solutions we shape.
We are proud to have worked with the following companies, and we have long-term relationships with many of them: