LPA Office

»To make process optimisation happen during active operation is one of the many challenges we meet with great experience. That way we can strengthen customer orientation, customer loyalty, and the digitalisation of your business.«

Peter Gartelmann, Partner LPA

Processes

We don’t leave you alone in the implementation process:
If requested, we are present during the implementation
and consolidation of your individual concept.

Our Process Analysis

Constant Optimisation, Continuous Support

We believe and have proven that long-term customer relationships are more valuable than an orientation toward short-term success. This means not only implementing concepts coming from your potential analysis, but also on demand continuous support for implementing your processes.

Using our longstanding experience with the international equity market we implement your processes during active operation—without any interruption, with a team of consultants that is embedded in your sales process and, upon request, makes sure on site that the concepts tailored to your potentials are integrated optimally.

Our Offer For Process Structure:

  • Determination of sales approach and development of individual support strategies for your customers and/or group of customers (customer focus vs. product focus in the customer address, customer tiering based on wallet sizing etc.)
  • Establishment or optimisation of internal interaction between customer facing and product departments
  • Digitalisation concept for consulting with capital-market products to support account managers and customer advisors
  • Support and guidance for the executive level during implementation and execution of all measures

How We Support You:

  • Ongoing guarantee and improvement of seamless processes of risk management and sales
  • Support with product introduction processes
  • Consulting regarding product documentation (MiFID-conform product information leaflets, presentations etc.)
  • Development and harmonising of your sales processes
  • Optimisation of the new product / new market process
  • Risk adequate and quantity-oriented pricing for your customer business (xVA, Basel III)
  • Re-structuring opportunities of existing business (adjustments when facing changing customer situation, market conditions etc.)
  • Individual training and qualification of your employees, support with customer meetings
  • Coaching in sales and in leading sales teams
  • Training-on-the-job in sales and liquidation
  • Comprehensive software support
  • Digitalisation concepts for customer interaction (client consulting, client information, market value reports, product information)

LPA-Solutions For
Process Analysis

Would you like to know more?

We will be happy to advise you.

Case Studies of Our
Process Analysis

Here you can find exemplary project solutions where our consulting and software solutions led to business success.

LPA Office
Henning Gockel
Your partner for Distribution Advisory

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LPA Office
Henning Gockel
Your partner for Distribution Advisory
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