How We Help
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.
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.