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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Institutional Asset Management

ASSET MANAGEMENT

Institutional Asset Management

Institutional Asset Management

Maximizing Asset Gathering in Underserved Institutional Markets

Patpatia & Associates works with both traditional and alternative asset managers to build sustainable growth in new institutional markets on both a domestic and a global scale. Our strategies include:

Market segment strategy, including identifying and harnessing untapped opportunities (e.g. insurance cos., family offices, small-to-mid-sized institutions) and global expansion

Offers and pricing optimized for specific target clientele

Solution-based marketing programs including multi-asset portfolio construction and LDI to provide superior value directly to institutional investors that complement investment consultant relationships

Institutional business infrastructure, including assembly of segment-specialized servicing, analytics, and technology platforms

Marketing & distribution organizations and entry tactics tailored for each market’s unique competitive and regulatory needs

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