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
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
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
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