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:
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.
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