Operational Excellence – Management Consulting

Best-of-breed operations are critical in the dynamic and challenging world of asset management.

In the dynamic and competitive world of asset management, ensuring the efficiency of, and optimizing, business processes are critical. Our Operational Excellence – Management Consulting service helps our asset management clients align their operating processes and IT systems for long-term success and competitiveness.

Our experienced team of management and IT consultants has extensive expert knowledge of asset management and related technologies. We analyze your operating procedures, identify and quantify opportunities for adding value and develop customized solutions that are tailored to meet your specific requirements.

Our approach to operational excellence in asset management is based on proven best practices and state-of-the-art technologies.  

The benefits of our Operational Excellence – Management Consulting service for asset management and IT include:

  • Customer orientation: A focus on client needs, and on optimizing products and services in line with their expectations
  • Process optimization: Process elements that add value – and those that do not – are identified and evaluated, and make or buy decisions are prepared and implemented
  • In-depth analysis of operational workflows and IT systems
  • Identification of bottlenecks and potential areas for optimization
  • Development of tailor-made solutions for optimizing processes and enhancing efficiency
  • Implementation of effective risk and compliance mechanisms
  • Data and technology: Creation of a high-quality data pool to serve as the foundation for informed improvements, followed by the development of proposals for automated, digital workflow management
  • Integration of state-of-the-art IT solutions and digital tools to assist in asset management
  • Change management support: It is only possible to achieve an efficient value chain if all staff are encouraged to contribute to the change process.
  • Training and workshops: Initial staff training and continuous professional development form the basis for your long-term success

Jörg Isselmann, our subject area expert, will be happy to answer any questions you have.

Feel free to reach out to us via the contact form.
Hans-Peter Preyer
Expert
Expert
Operational Excellence – Management Consulting
Hans-Peter Preyer
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The greatest strength of Preyer is its absolute client-first approach

Regardless of the complexity of the problem, every joint project has been successfully completed so far. We have confidence in our partner Preyer and in our collaboration as equals.

Lars Baumeister

Head of Proprietary Trading Systems, Finanz Informatik

Our many years of partnership-based collaboration

"Our long-standing, close cooperation is based on trust, professionalism, and know-how."

Jens Bochynek

Referent Depot A-Management, Ostdeutscher Sparkassenverband

Strong communications skills

"They demonstrated strong communications skills, follow-up, commitment, and a willingness to make our processes happen, contributing their own thoughts and input whenever necessary.“

Chris Georgilis

Director of Global Wealth Management Systems, Scotiabank

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