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