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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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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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

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Market Development

Wealth Management

Market Development

Market Development

Seizing Opportunities for Growth

We help clients sustainably grow by both uncovering new business opportunities, including entry into new markets, and enhancing the productivity & reach of current channels.

Our strategies include:

Unlocking new client segments (e.g. HNW, mass affluent, 401(k)/retirement plan) for near- and longer-term growth

• Deploying segment-specific marketing plans to maximize brand recognition

Deepening wallet share by providing training programs and tools to increase advisor productivity

• Developing complementary sales models (e.g. advisor, direct, bank) to improve market saturation

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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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