Drawing upon our market knowledge and customized research to develop highly tailored strategies that evolve our clients’ businesses.
Marketing, Sales and Product Management
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.
Technology and Operations
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.
Both investors and regulators are demanding that advisors and firms provide recommendations that are in the client’s “best interest” (i.e. fiduciary), rather than simply facilitate transactions. Firms can use this movement as an opportunity to position themselves and their advisors as valuable, continuous resources for investors and their financial well-being.