How We Help

About Us

How We Help

How We Help

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

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Guiding Philosophy

Principles

Guiding Philosophy

Guiding Philosophy

A partnership focus

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.

Specialized expertise

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.

Execution-oriented approach

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.

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Overview

Wealth Management

Overview

Overview

Helping Wealth Managers Excel for the Long Term

Wealth management firms face mounting challenges to growth, including showing differentiation in a compressed market, meeting on demand client servicing expectations, and managing increasing regulatory scrutiny. We help global & regional brokerages, retail & private banks, and advisory firms to reposition themselves to remain competitive.

Our general areas of expertise include:

Market Development

Offerings and Advice Experiences

Technology and Infrastructure Modernization

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