Front and Back-Office Platform Assembly
Leading financial institutions utilize our expertise to assemble front- and back-office systems to reengineer business processes, enhance asset gathering, increase efficiency, and manage business and compliance risk.
Patpatia & Associates offers expert systems design and implementation guidance in the development of front office platforms and operations infrastructure to grow financial services businesses. We work with both financial institutions and vendors to deploy state of the art technologies. Our expertise allows us to provide remarkable depth to our recommendations – down to the functional and technical detail of the architecture behind the solutions.
We help companies:
- Rationalize advisor and back-office technology sets across disparate business lines
- Integrate disparate organizations assembled through mergers and acquisitions for consistent customer experiences and efficient operations
- Design common platforms to support multiple distribution channels
- Define functional and technical needs that align with the firm's business objectives
- Tactically prioritize enhancements to maximize short and long-term ROI
- Develop centralized servicing & support capabilities to grow businesses
- Engineer fundamental business architecture that blends legacy systems, current third party tools, prospective vendors, and new development
- Select vendors across the spectrum of platform components
- Fully integrate producer desktop technologies and back-office/ clearing infrastructure to support wealth management
- Oversee internal & external IT resources to ensure platforms meet business needs on-time and on-budget
brings the expertise you need to anticipate and adapt to changing global business dynamics and rapidly evolving technologies.
