Helping wealth managers excel
Patpatia & Associates assists a breadth of retail and private client wealth advisory firms to reposition themselves for future growth through enhanced distribution, products, and platforms.
Our Wealth Management Specialties Include:
Manifesting Opportunities for
We bring an external, research-driven discipline to new market entry and strategic repositioning of full service & digital brokerage firms, banks, and insurers.
- Market and competitive intelligence to extend business reach
- Segmented marketing plans to increase productivity & wallet share
- Optimization of affiliated channels to enhance recruiting & retention
- Launch & expansion of third-party distribution platforms
Offerings and Advice Experiences
Patpatia & Associates shepherds the transformation of transactional salespeople into comprehensive, lifestage advisors and asset gatherers.
- Deployment of household-driven advice protocols
- Benchmarking and reengineering of investment services
- Implementation of omni-channel client experiences
- Integration of risk protection, banking, and investments into holistic wealth solutions
Technology and Infrastructure Modernization
Innovation for Advisors and the
We help to harness best-in-class platforms and processes to unlock the latent capacity of wealth distribution and streamline business operations.
- Digital customer engagement and workflow automation
- Implementation of multi-faceted advisor portals and support platforms
- Resolution of legacy operations and rationalization of disparate technologies
Wealth Management Insights
Implementing a Modern, Responsive Client Experience