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Technology and Operations

Aligning Systems, Processes, and People

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.

Our Approach

01

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.

02

Designing Efficient Organizations

We analyze front-, middle-, and back-office operations to uncover efficiencies and implement solutions, including redesigned workflows.

03

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.

04

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.

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

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125 uNIVERSITY aVENUE,
sUITE 202
bERKELEY, ca 94710

INFO@PATPATIA.COM
(510) 559-7140

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