Technology and Operations

Services

Technology and Operations

Technology and Operations

Aligning Systems, Processes, and People

A financial institution’s home office infrastructure plays an important role in its success. Patpatia & Associates works with clients to ensure internal systems, processes, and people are well-positioned for stability and long-term scalability.

Solutions and services that we provide include:

Constructing cohesive, up to date technology platforms – we create strategic design blueprints, compose functional requirements for build projects, analyze external vendors, project manage implementations, and perform numerous other functions

Designing efficient organizations – we analyze front-, middle-, and back-office operations to uncover efficiencies and implement solutions, including redesigned workflows

Enhancing risk management and compliance practices – we ensure key risk exposures are addressed, and help implement disciplined supervision and compliance processes, including automation where available

Supporting M&A and strategic alliances – we identify targets, conduct due diligence, and support execution of acquisitions & alliances to capitalize on business synergies and accelerate firm growth

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Technology and Infrastructure Modernization

Wealth Management

Technology and Infrastructure Modernization

Technology and Infrastructure Modernization

Making Technology Work

Effective technology and infrastructure platforms can be the difference between a firm that excels, and a firm that falls behind. Strong platforms increase home office efficiency, attract new advisors, and power long term growth. We work closely with both financial institutions and vendors to create differentiated solutions.

Our capabilities include:

Uncovering and resolving inefficiencies in front-, middle-, and back-office systems & operations (e.g. outdated manual processes, poor system integrations)

Introducing new technologies that make a meaningful difference to both the producer desktop and back-office environment (i.e. value generated far exceeds one time change and ongoing costs)

• Creating & executing total enterprise data management strategies to unify platforms, including those employing many best of breed point solutions (e.g performance reporting, rebalancing, compliance)

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