logo
(510) 559-7140
  • Services
  • Industries
  • About Us
  • Contact

Services

Insight-Based Business Advisory

Advisory

Strategic Business Advisory

Applying our unique combination of subject matter expertise, research-based insights, and business model design to resolve critical growth issues

icon

Competitive Market Intelligence

+
icon

Technology & 
Infrastructure Analytics

+
icon

Tailored Support of Strategic Initiatives

+

Strategic models & tangible execution
tactics of domestic & global institutions.

Relative capabilities and how different providers fit unique businesses’ needs.

Focused research to resolve execution issues (e.g., product design, workflow).

Applied to address diverse strategic
objectives, such as:

Sales Platform Maximization

Assembly of best-of-breed tools into integrated, omni-channel advisor & client experiences.

Channel Optimization

Optimization of field structure and recruiting, along with payouts & incentives, to align with business growth and retention objectives.

FinTech Mergers & Acquisitions

Ensuring strategic & cultural fit, future business viability, and synergistic growth dynamics.

New Market Entry

Establishing the optimal business infrastructure and distribution capabilities within new sales channels & regions (e.g., U.S. market).

The Sales Experience and Channel Management
  • Purchase process enhancement, fee optimization, and digital sales platforms
  • Integrated planning & wealth solutions for relationship-based engagement
  • Optimization of advisor compensation, field structure, recruiting, and practice management
Product & Technology Platforms
  • High-net-worth wealth solutions & servicing programs, with segmented client engagement
  • Advisor desktop technology platform reengineering combining best-of-breed solutions into integrated, workflow-centric platforms
  • Client experience design, operational workflows, and process automation of lifecycle-based relationships
Strategic Development and Implementation
  • New market entry planning and digital distribution strategy
  • Strategic transaction support for inorganic growth, including acquisition & alliance due diligence
  • Execution blueprinting, market-based tactical decision support, and domain expertise oversight

Learn how we can HELP YOU
ACHIEVE YOUR BUSINESS OBJECTIVES
WITH OUR CUSTOM STRATEGIES AND
SOLUTIONS

Contact Us

  • Services
  • Industries
  • About Us
  • Contact
  • Privacy Policy

125 uNIVERSITY aVENUE,
sUITE 202
bERKELEY, ca 94710

INFO@PATPATIA.COM
(510) 559-7140

Copyright © 2025. All rights reserved. Patpatia & Associates. Developed by TinyFrog

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. ACCEPT Reject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are as essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
SAVE & ACCEPT