Patpatia & Associates

read moreFirms aim to engage customers in a compelling way, that isn't too costly. Patpatia & Associates has many services to help our clients attract new prospects, close more sales, and improve client retention. A financial institution's home office infrastructure plays an important role in its success. Patpatia & Associates works with clients to ensure internal systems, processes, and people are well-positioned for stability and long-term scalability. Both investors and regulators are demanding that advisors and firms provide recommendations that are in the client's "best interest" i.e.

read moreWe understand the mounting challenges that wealth management firms face in differentiating themselves, in the face of expanding market, competitive, and regulatory pressures, regionally and globally. Patpatia & Associates channels our expertise to guide brokerage firms, retail & private banks, insurers, and other advisory firms to position themselves for sustained growth. Patpatia & Associates collaborates with our clients to shepherd their transformations into agile, customer-centric growth businesses.