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

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Business Strategy

Services

Business Strategy

Business Strategy

Intelligent Planning for the Near- and Long-Term

Success does not just happen. The most successful firms develop thoughtful plans, informed by experience and market insight.

Patpatia & Associates approaches each strategic challenge with a fresh, market-focused perspective, and strives to push our clients beyond the competition and on to higher returns.

Our strategies are defined by:

Genuine performance improvement – the clear mission for each of our strategies is a quantifiable gain in performance, generated through increased revenues, lower costs, and improved efficiency

Concern for the future – identifying global business trends & forces and anticipating future challenges are key to building the groundwork for a strategy that supports sustainable growth and advantage

Real world market understanding – each member of our team has deep experience working with financial institutions on fundamental challenges

Practical implementation – having a plan is not enough, we ensure our strategies can be reasonably implemented, taking into account the firm’s resources and other constraints

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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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