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

Down
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

Down
Technology and Operations

Services

Technology and Operations

Technology and Operations

Aligning Systems, Processes, and People

A financial institution’s home office infrastructure plays an important role in its success. Patpatia & Associates works with clients to ensure internal systems, processes, and people are well-positioned for stability and long-term scalability.

Solutions and services that we provide include:

Constructing cohesive, up to date technology platforms – we create strategic design blueprints, compose functional requirements for build projects, analyze external vendors, project manage implementations, and perform numerous other functions

Designing efficient organizations – we analyze front-, middle-, and back-office operations to uncover efficiencies and implement solutions, including redesigned workflows

Enhancing risk management and compliance practices – we ensure key risk exposures are addressed, and help implement disciplined supervision and compliance processes, including automation where available

Supporting M&A and strategic alliances – we identify targets, conduct due diligence, and support execution of acquisitions & alliances to capitalize on business synergies and accelerate firm growth

Down