Patpatia & Associates delivers a breadth of tangible services across all financial services business lines, empowering our clients to effectively execute upon their business strategies:
- Market Opportunity Assessment - competitive analysis & market forecasting 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 evolving market opportunities
- Distribution Channel Strategy - multi-channel approaches to maximizing reach via implementing field reorganization, alternative recruiting methodologies, & 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 via disciplined, uniformly implemented business processes & strategic deployment of process automation
- Mergers, Acquisitions, & Strategic Alliances - identification, due diligence, & execution of strategic opportunities to create and capitalize upon business synergies
Patpatia & Associates, through our emphasis on developing tactics and execution steps, offers our clients’ the tools and assistance required to successfully implement their business strategies, translating their management focus and investments into superior business results.
works with some of the largest and most prestigious brokerage houses, banks, insurers and investment managers in the world.
