Patpatia & Associates delivers a breadth of tangible services across all financial services business lines:
- Market Opportunity Assessment - competitive analysis & market forecast for segmented financial services manufacturing and distribution business strategies.
- Strategic Market Planning - business entry/ repositioning strategy & service model development, emphasizing implementation approaches to capitalize on emerging opportunities.
- Distribution Channel Strategy - multi-channel approaches to maximize reach via field reorganization, alternative recruiting methodologies, and sales management tactics.
- Service Delivery/ Infrastructure Design - development of core business components & workflow reengineering across the front, middle, and back-office.
- Technology Platform Solutions - design of front & back-office solutions integrating new technologies to empower producers and enhance operational processes.
- Risk Management/ Compliance Strategies - control risk through disciplined, uniformly implemented business processes and strategic deployment of process automation.
- Mergers, Acquisitions, & Strategic Alliances - identification, due diligence, and execution of strategic opportunities to create vertical or horizontal business synergies.
With an emphasis on developing tactics and execution, Patpatia & Associates offers the tools and assistance required to successfully implement our clients' business strategies, translating management focus & new investments into superior business results.
works with some of the largest and most prestigious brokerage houses, banks, insurers and investment managers in the world.
