AdEx Strategy

Where better decisions take shape.

Strategy and management consulting for financial service providers, the utility industry, and their IT service providers.

Main areas of consulting
How we work
AdEx Strategy leadership team
Publications

The environment of our clients is changing.

Banks, insurance companies, utilities, and their IT service providers are feeling tectonic shifts in business and operating models. Regulation, digital transformation, cost pressure, and limited growth opportunities are the central drivers. Resources and competencies are scarce, and schedules are tight. Defining clear goals is a particular challenge in volatile times.

In addition to these strategic and conceptual issues, the implementation of major change initiatives is becoming increasingly complex. Many financial service providers view their implementation strength as a critical, often limited capability.

AdEx Strategy seamlessly continues the expertise of BMC Strategy Consultants and picks up right here: together with our clients, we develop viable solutions and support them in putting these into practice.

Our expertise

Four core consulting areas

Market and sales strategy, digitalization

Strategic business development
Control and process optimization in omnichannel sales
Value-oriented, strategic planning process

Strategic optimization of IT & operations

Alignment of IT solutions and IT management with business value
Optimizing value creation through and in IT
Value-driven IT enterprise architecture planning
IT Governance 4.0
Effective IT program review and rescue
Management of technology changes (S/4HANA, Cloud, AI, DLT, quantum computing)

Targeted implementation of regulatory requirements

Cost-, risk-, and benefit-optimized alignment of organization, operations, and IT
Secure and compliance-compliant infrastructure, processes, and IT
Definition and management of regulatory project portfolios
Business design and architecture of bank management (financial and risk management, ESG, House of Data)
Program control and quality assurance

Organizational optimization and efficiency management

Market-oriented alignment of the organization
Optimized purchasing management
IT cost and efficiency optimization
Company-wide cost optimization
Agile/hybrid organizational development
Hybrid project and portfolio management

Our consulting approach

Customer-centric, experience-based, relevant, effective

1

Flat teams with deep, relevant expertise

Industry expertise and line experts
Consulting competence and functional expertise
Lean, experienced consulting teams

2

Effective analytics and methods

Implementation-relevant methods
Hypothesis-driven approach
No method overengineering

3

Focus on the essentials

Rapid identification and addressing of core issues
Rigorous prioritization
No „boil the ocean“

4

The customer is at the center

Customer success matters; results and buy-ins are central
We are increasing management effectiveness
No academic concept

5

From conception to implementation support

Clear, action-oriented results
Reinforcement of management mechanisms and „bringing along“ of the organization
None PPT and Word graveyards

6

Clarity and transparency

Transparency in analysis
Clarity of statement
No manuvier

From strategic decision to measurable impact

As the strategy consulting practice of AdEx Partners, AdEx Strategy brings clarity to the questions that matter most and develops a robust target vision. Together with our transformation and AI experts, we turn this strategic direction into an actionable roadmap and sustainable results.

This is how strategy, transformation, and AI seamlessly integrate. AdEx Partners assumes end-to-end responsibility, from strategic decision-making to implementation and value realization.

Go to services of AdEx Partners

More about AdEx Intelligence

AdEx Strategy leadership team

For clients, continuity is ensured – the existing leadership team will remain responsible and continue to shape the development of AdEx Strategy.

Roland Bubik

Partner

Roland Bubik advises banks, insurance companies, and their IT service providers on the definition and implementation of sustainable business and divisional strategies, with a focus on organizational development, regulation, and agilization.

Dr. Michael Holzapfel

Partner

Dr. Michael Holzapfel advises IT departments of banks and insurance companies on optimization and realignment, focusing on the development and updating of IT strategies.

Thomas Pasche

Partner

Thomas Pasche advises insurance companies and banks on the strategic and operational development of their business and operating models with a focus on digital transformation.

Roland Kropf

Partner

Roland Kropf advises COO functions in the financial industry on strategic, regulatory, and operational issues as well as on complex change initiatives.

Publications

Our whitepapers and project perspectives contextualize current developments and outline the resulting management issues.

Here is a selection of our current publications:

Strategic workforce planning

Future-proof, resilient, and efficient: New approaches to strategic IT workforce planning

The demands on HR and skill management in IT and digitalization units are continuously increasing. Demographic change, growing regulations, and technological transformation collide with efficiency and cost pressures. Reliable facts and objective bases for decision-making are often lacking to effectively address these challenges.

Our discussion paper on strategic IT workforce planning shows how organizations can create transparency regarding future skill requirements through proactive strategic workforce planning, reduce operational risks, and align their IT to be future-proof, resilient, and efficient.

Download Paper

Mainframe strategy

To the Future with the mainframe? Platform strategies for financial services providers

Even today, the mainframe remains a central component of the IT strategy of financial service providers. At the same time, risks are increasing, and ensuring IT operations presents institutions with major challenges. In addition to a shortage of skilled labor, outdated tools, and high costs, replacing the mainframe involves enormous expenditures of time and resources.

Our discussion paper on mainframe strategy highlights strategic perspectives on dealing with the mainframe. It addresses typical risks, presents practical deployment models, and outlines systematic approaches.

Download Paper

Artificial intelligence: EU AI Act

Address risks strategically

With the entry into force of the EU AI Act, an important regulatory framework is being established to help companies use AI safely and responsibly. At the same time, however, companies must also face external threats such as deepfakes and AI-generated cyberattacks.

This makes one thing clear: a holistic AI risk process is becoming essential for companies. The EU AI Act offers companies the opportunity to start this process now. In our discussion paper on AI risk strategy, we show how companies can effectively protect themselves against AI risks.

Download Paper

Contact

What strategic decision are you facing?

Whether market position, IT, regulatory affairs, or organization: Let us determine together which question truly needs to be decided, which options are viable, and what it takes to move forward with a clear direction.

Book strategy session now.

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