PATRINA
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Partner with Patrina
Help your clients put good compliance advice into practice.
Connect your consulting or technology services with Patrina’s archiving, Singular CRM, and compliance tools. Explore a relationship that fits the way you serve your clients.
Focused on financial servicesServing the industry since 1993
Two ways to collaborateExplore referrals or resale
A broader client toolkitArchiving, CRM, and compliance
Ways to work together
For compliance consultants, IT professionals, and firms helping clients manage electronic records. Start with the relationship you want to build.
Introduce a client or colleague who needs electronic records management or archiving. Discuss the opportunity with Patrina and explore the affiliate program.
Explore combining Patrina’s solutions with your firm’s consulting and support services. Define the client experience and commercial arrangement together.
Contact Patrina for current partner eligibility, compensation, and service terms.
What you can bring to clients
Help clients connect their records, relationships, and oversight. Explore the products before choosing the right fit.
Singular combines client management with compliance workflows. Patrina also offers archiving for business communications and electronic records.
Singular CRMClient details, pipelines, and communicationsCompliant archivingPreservation, search, and supervisory reviewCentralize documents, revisions, and staff acceptance.
Explore solutionPrepare and document branch and OSJ reviews.
Explore solutionOrganize review of email, SMS, and social communications.
Explore solutionRoute complaints through review, investigation, and resolution.
Explore solutionSubmit activities and track their review status.
Explore solutionReview materials, approvals, and content sunset dates.
Explore solutionSubmit contributions for approval and track totals.
Explore solutionRecord gifts and expenses for compliance review.
Explore solutionEach firm remains responsible for its compliance policies and decisions.
Start with a conversation
A few details will help the Patrina team understand your firm and the clients you serve.
Share your services, your clients, and whether you are exploring referrals or resale.
Describe the records, systems, and review processes the client needs to manage.
Ask for a product walkthrough and confirm scope, responsibilities, and current commercial terms.
Experience behind the technology
Mark leads Patrina’s executive team and corporate strategy. His background includes serving as Patrina’s Chief Operating Officer and Director of Sales and Marketing, as well as managing sales channels at NTT Verio.
Read his official biography“I recommend Patrina to my state- and SEC-registered RIA clients.”
David R. MillarIntegrity Compliance Consulting, Inc.Partnership questions
Have a particular client or service model in mind? Talk it through with Patrina.
Compliance and legal consultants, IT professionals, and firms helping clients manage electronic records can start a conversation. Patrina’s affiliate information also identifies compliance and risk managers, senior managers, and other records stakeholders as potential referral contacts. Confirm program eligibility with Patrina.
A referral introduces a potential client to Patrina. A resale discussion explores combining Patrina’s solutions with your firm’s own services. Agree the commercial arrangement and each firm’s responsibilities directly with Patrina.
Request the current terms from Patrina, including eligibility, the basis for compensation, payment timing, and any exclusions. Agree the applicable terms in writing before relying on an expected payment or quoting a client.
Explore electronic records archiving, business communication capture and supervision, Singular CRM, and the compliance workflows listed above. Use a product demonstration to confirm support for the client’s specific systems and requirements.
Contact Patrina at (212) 233-1155 or info@patrina.com. Include your firm, the services you provide, and whether you are exploring a referral or resale relationship.
Start a partnership conversation
Tell us about your business and the clients you help. Start a partnership conversation with Patrina.
Patrina Corporation
1 Coates Drive, Suite 8
Goshen, NY 10924
