Overview

Strategies & Solutions

Overview

Overview

We know financial services

Patpatia & Associates has a singular focus on financial services and fintech businesses. This allows us to provide creative, well-defined, and customized solutions for any challenge our clients present.

We do what it takes to drive your business forward

Patpatia & Associates has a range of services for all aspects of a financial services business, from strategic business planning, through the implementation of focused solutions.

We provide consulting services across all financial services business areas, helping our clients improve their performance and achieve their business objectives:

Business Strategy

Marketing, Sales, and Product Management

Technology and Operations

Customer Experience

Down
Marketing, Sales, and Product Management

Services

Marketing, Sales, and Product Management

Marketing, Sales, and Product Management

Reaching and Keeping Customers

Firms aim to engage customers in a compelling way, that isn’t too costly. Patpatia & Associates has many services to help our clients attract new prospects, close more sales, and improve client retention.

Our capabilities include:

Market opportunity and entry analysis – we uncover and assess opportunities in both current and new markets to ensure our clients access all potential sources of revenue

Brand strategy – we develop compelling branding strategies that connect our clients to potential customers and provide built-in credibility

Distribution channel management – we guide business practices, field oversight, ongoing education, and other strategies to improve sales in current channels

Product design and pricing – we help clients create innovative, customer-focused, profitable products to meet consumer demand and generate sustainable revenues

Down