Delivering Executable Business Strategies to the Financial Services Industry

Financial services firms face pressures to achieve performance goals and provide new and better services to their clients while minimizing risk. Today's economic climate is demanding but offers opportunities for financial managers willing to expand into new markets and reshape their existing offerings for better customer service, greater efficiencies and increased revenue streams.

Patpatia & Associates has the experience, insight and innovation to help.

We are a financial services consultancy dedicated to providing innovative, practical, and executable business strategies that enable leading financial firms to maintain competitive advantage and capitalize on evolving market trends and dynamics. Patpatia & Associates provides a full spectrum of consulting services to provide strategic planning and clear, executable tactics to address the dynamic and challenging issues facing the financial services industry today. Our firm specializes in both:

Designing innovative strategies to streamline and grow new or existing businesses
Identifying and executing upon new business opportunities in across global markets

Our Experience

Patpatia & Associates has deep experience in helping financial services clients capitalize on market opportunities and achieve growth through the launch of new ventures or the repositioning of existing business units. Our consultants have operational and consultative experience in many areas of the financial services industry. From go-to-market planning to design and assistance with implementation of operational capabilities, we have worked over the past two decades to help our clients achieve their business goals.

Practice Areas

From strategy development to execution management Patpatia & Associates delivers unique solutions across three principal practice areas:

Wealth Management: We work with the breadth of global wealth advisory firms, including brokerage firms, retail and private banks, insurers, and RIA platforms, to develop innovative offers, marketing strategies, and investment programs to increase wallet share. We implement growth tactics across affiliated and third party channels to extend market reach. We also design and oversee the assembly of multidimensional technology platforms to deliver superior sales, servicing, and operations capabilities. Read More >
Insurance: We assist insurance companies to grow their core businesses through new market applications, the development of innovative insurance and annuity offerings, and improved infrastructure. We work with our clients to deploy new investment and reinsurance programs to enhance competitiveness, risk management, and profitability. Insurers also look to us to help them evolve their businesses toward comprehensive wealth advisory services. Read More >
Asset Management: We help firms to execute upon global market entry strategies within both retail and institutional markets, including the development of competitive investment management offerings and business platforms. We also proactively assist insurance companies with improving the performance and risk management of their general account and separate account portfolios. Read More >