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As a boutique consultancy, Patpatia & Associates is able to focus exclusively on financial service firms. We excel at generating creative and well-defined solutions tailored to each of our clients.
The characteristics that define Patpatia & Associates are our:
Deep knowledge across many financial services disciplines Results orientation, focused on guiding projects to successful conclusion Detailed advice and guidance to manage implementation risk History of business and technology innovation Focus on delivering measurable benefits to our clients
These principles continually guide us in the consulting activities
we undertake for our clients:
A Partnership Focus
We view our work with our clients as a partnership. When undertaking any assignment, we adjust our services to ensure that the specific and unique needs of our clients are addressed comprehensively. Every engagement is approached with a fresh perspective, allowing us to adapt our services to each company and to new and emerging trends in the marketplace.
We work closely with senior managers to ensure that objectives are met as expected and that our knowledge base is transferred into their organizations. Due to the breadth and scope of our services, many of our clients have been with us for many years, fostering mutually beneficial and rewarding relationships.
Specialized Expertise
Our singular focus is on the financial services industry. Our professionals have in-depth industry expertise and operating experience to the development and execution of wealth management, insurance, and asset management businesses, which is brought to bear in all of our engagements.
Execution-Oriented Approach
Our experience has shown us that the success of any strategy hinges on its effective and efficient execution. We work closely with senior managers to ensure that goals are realistically established. At the completion of projects, we provide not only a fully implemented business strategy but also a roadmap for future growth.
Consulting Services
Patpatia & Associates has developed a broad spectrum of consulting services to respond to clients' needs for top-level strategic planning as well as focused solutions for all aspects of financial services operations.
We provide strategic and tactical services across all financial services business lines, that help our clients improve their performance and achieve 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 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.
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