{"id":8038,"date":"2026-09-01T09:00:00","date_gmt":"2026-09-01T07:00:00","guid":{"rendered":"https:\/\/www.adexpartners.com\/?page_id=8038"},"modified":"2026-09-01T20:35:41","modified_gmt":"2026-09-01T18:35:41","slug":"adex-strategy","status":"publish","type":"page","link":"https:\/\/www.adexpartners.com\/en\/adex-strategy\/","title":{"rendered":"AdEx Strategy"},"content":{"rendered":"<h1>AdEx Strategy<\/h1>\n<h5>Where better decisions take shape.<\/h5>\n<p>Strategy and management consulting for financial service providers, the utility industry, and their IT service providers.<\/p>\n<ul>\n<li><a href=\"#beratungsschwerpunkte\">Main areas of consulting<\/a><\/li>\n<li><a href=\"#beratungsansatz\">How we work<\/a><\/li>\n<li><a href=\"#partner\">AdEx Strategy leadership team<\/a><\/li>\n<li><a href=\"#publikationen\">Publications<\/a><\/li>\n<\/ul>\n<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/AdEx_Strategy_Logo_RGB_150.png\" alt=\"AdEx Strategy Logo\" height=\"201\" width=\"1085\" title=\"AdEx Strategy | Logo\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n\t<h5>The environment of our clients is changing.<\/h5>\n<p>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.<\/p>\n<p>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.<\/p>\n<p><strong>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.<\/strong><\/p>\n\t<h2>Our expertise<\/h2>\n<h5>Four core consulting areas<\/h5>\n\t\t\t\t\t\t\t\n\t<h3>Market and sales strategy, digitalization<\/h3>\n<ul>\n<li>Strategic business development<\/li>\n<li>Control and process optimization in omnichannel sales<\/li>\n<li>Value-oriented, strategic planning process<\/li>\n<\/ul>\n\t\t\t\t\t\t\t\n\t<h3>Strategic optimization of IT &amp; operations<\/h3>\n<ul>\n<li>Alignment of IT solutions and IT management with business value<\/li>\n<li>Optimizing value creation through and in IT<\/li>\n<li>Value-driven IT enterprise architecture planning<\/li>\n<li>IT Governance 4.0<\/li>\n<li>Effective IT program review and rescue<\/li>\n<li>Management of technology changes (S\/4HANA, Cloud, AI, DLT, quantum computing)<\/li>\n<\/ul>\n\t\t\t\t\t\t\t\n\t<h3>Targeted implementation of regulatory requirements<\/h3>\n<ul>\n<li>Cost-, risk-, and benefit-optimized alignment of organization, operations, and IT<\/li>\n<li>Secure and compliance-compliant infrastructure, processes, and IT<\/li>\n<li>Definition and management of regulatory project portfolios<\/li>\n<li>Business design and architecture of bank management (financial and risk management, ESG, House of Data)<\/li>\n<li>Program control and quality assurance<\/li>\n<\/ul>\n\t\t\t\t\t\t\t\n\t<h3>Organizational optimization and efficiency management<\/h3>\n<ul>\n<li>Market-oriented alignment of the organization<\/li>\n<li>Optimized purchasing management<\/li>\n<li>IT cost and efficiency optimization<\/li>\n<li>Company-wide cost optimization<\/li>\n<li>Agile\/hybrid organizational development<\/li>\n<li>Hybrid project and portfolio management<\/li>\n<\/ul>\n\t\t\t\t<?xml version=\"1.0\" encoding=\"UTF-8\"?>\t\t\t\n\t<h2>Our consulting approach<\/h2>\n<h5>Customer-centric, experience-based, relevant, effective<\/h5>\n\t<h6>1<\/h6>\n<h4>Flat teams with deep, relevant expertise<\/h4>\n<ul>\n<li>Industry expertise and line experts<\/li>\n<li>Consulting competence and functional expertise<\/li>\n<li>Lean, experienced consulting teams<\/li>\n<\/ul>\n\t<h6>2<\/h6>\n<h4>Effective analytics and methods<\/h4>\n<ul>\n<li>Implementation-relevant methods<\/li>\n<li>Hypothesis-driven approach<\/li>\n<li><strong>No<\/strong> method overengineering<\/li>\n<\/ul>\n\t<h6>3<\/h6>\n<h4>Focus on the essentials<\/h4>\n<ul>\n<li>Rapid identification and addressing of core issues<\/li>\n<li>Rigorous prioritization<\/li>\n<li><strong>No<\/strong> \u201eBoil the Ocean&#8220;<\/li>\n<\/ul>\n\t<h6>4<\/h6>\n<h4>The customer is at the center<\/h4>\n<ul>\n<li>Customer success matters; results and buy-ins are central<\/li>\n<li>We are increasing management effectiveness<\/li>\n<li><strong>No<\/strong> academic concept<\/li>\n<\/ul>\n\t<h6>5<\/h6>\n<h4>From conception to implementation support<\/h4>\n<ul>\n<li>Clear, action-oriented results<\/li>\n<li>Verst\u00e4rkung der Management-Mechanismen und \u201eMitnehmen&#8220; der Organisation<\/li>\n<li><strong>None<\/strong> PPT and Word graveyards<\/li>\n<\/ul>\n\t<h6>6<\/h6>\n<h4>Clarity and transparency<\/h4>\n<ul>\n<li>Transparency in analysis<\/li>\n<li>Clarity of statement<\/li>\n<li><strong>No<\/strong> manuvier<\/li>\n<\/ul>\n\t<h2>From strategic decision to measurable impact<\/h2>\n<p class=\"translation-block\">As the strategy consulting practice of <a href=\"https:\/\/www.adexpartners.com\/en\/\" target=\"_blank\" rel=\"noopener\">AdEx Partners<\/a>, <strong>AdEx Strategy<\/strong> 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.<\/p>\n<p>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.<\/p>\n\t\t\t<a href=\"https:\/\/www.adexpartners.com\/en\/services\/\"  target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\tGo to services of AdEx Partners\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/www.adexpartners.com\/en\/services\/adexintelligence\/\"  target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\tMore about AdEx Intelligence\n\t\t\t\t\t<\/a>\n\t<h2>AdEx Strategy leadership team<\/h2>\n<p>For clients, continuity is ensured \u2013 the existing leadership team will remain responsible and continue to shape the development of AdEx Strategy.<\/p>\n<p>&nbsp;<\/p>\n                                                <img width=\"652\" height=\"800\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Bubik_-652x800.webp\" alt=\"Roland Bubik | Partner\" fetchpriority=\"auto\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Bubik_-652x800.webp 652w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Bubik_-978x1200.webp 978w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Bubik_-768x943.webp 768w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Bubik_-10x12.webp 10w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Bubik_.webp 1100w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/>                            \n                        Roland Bubik                    \n                                            Partner\n                                                                        Roland Bubik ber\u00e4t Banken, Versicherungen und deren IT-Dienstleister bei Definition und Umsetzung zukunftsf\u00e4higer Gesch\u00e4fts- und Bereichsstrategien mit den Schwerpunkten Organisationsentwicklung, Regulatorik und Agilisierung. \n                                                            <a target=\"_blank\" href=\"mailto:roland.bubik@adexpartners.com\"><\/a>\n                                                            <a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/roland-bubik-99a88b20\/\"><\/a>\n                                                <img width=\"652\" height=\"800\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Michael-Holzapfel_-652x800.webp\" alt=\"Dr. Michael Holzapfel | Partner\" fetchpriority=\"auto\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Michael-Holzapfel_-652x800.webp 652w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Michael-Holzapfel_-978x1200.webp 978w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Michael-Holzapfel_-768x943.webp 768w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Michael-Holzapfel_-10x12.webp 10w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Michael-Holzapfel_.webp 1100w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/>                            \n                        Dr. Michael Holzapfel                    \n                                            Partner\n                                                                        Dr. Michael Holzapfel ber\u00e4t IT-Einheiten von Banken und Versicherungen bei der Optimierung und Neuausrichtung mit Schwerpunkten auf der Entwicklung und Fortschreibung von IT-Strategien. \n                                                            <a target=\"_blank\" href=\"mailto:michael.holzapfel@adexpartners.com\"><\/a>\n                                                            <a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/dr-michael-holzapfel-991a4a\/\"><\/a>\n                                                <img width=\"652\" height=\"800\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Thomas-Pasche_-652x800.webp\" alt=\"Thomas Pasche | Partner\" fetchpriority=\"auto\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Thomas-Pasche_-652x800.webp 652w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Thomas-Pasche_-978x1200.webp 978w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Thomas-Pasche_-768x943.webp 768w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Thomas-Pasche_-10x12.webp 10w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Thomas-Pasche_.webp 1100w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/>                            \n                        Thomas Pasche                    \n                                            Partner\n                                                                        Thomas Pasche ber\u00e4t Versicherungen und Banken bei der strategischen und operativen Weiterentwicklung ihrer Gesch\u00e4fts- und Betriebsmodelle mit Schwerpunkt auf digitaler Transformation. \n                                                            <a target=\"_blank\" href=\"mailto:thomas.pasche@adexpartners.com\"><\/a>\n                                                            <a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/thomas-pasche-39853611\/\"><\/a>\n                                                <img width=\"652\" height=\"800\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Kropf_-652x800.webp\" alt=\"Roland Kropf | Partner\" fetchpriority=\"auto\" decoding=\"async\" loading=\"lazy\" srcset=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Kropf_-652x800.webp 652w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Kropf_-978x1200.webp 978w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Kropf_-768x943.webp 768w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Kropf_-10x12.webp 10w, https:\/\/www.adexpartners.com\/wp-content\/uploads\/Roland-Kropf_.webp 1100w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/>                            \n                        Roland Kropf                    \n                                            Partner\n                                                                        Roland Kropf ber\u00e4t COO-Funktionen in der Finanzindustrie in strategischen, regulatorischen und operativen Fragestellungen sowie bei komplexen Ver\u00e4nderungsvorhaben. \n                                                            <a target=\"_blank\" href=\"mailto:roland.kropf@adexpartners.com\"><\/a>\n                                                            <a target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/rolandkropf\/\"><\/a>\n\t<h2>Publications<\/h2>\n<p>Our whitepapers and project perspectives contextualize current developments and outline the resulting management issues.<\/p>\n<p>Here is a selection of our current publications:<\/p>\n\t\t\t\t\t\t\t\t\t\t<button type=\"button\" id=\"fl-accordion--icon-0\" aria-expanded=\"false\" aria-controls=\"fl-accordion--panel-0\"><i>Expand<\/i><\/button>\n\t\t\t\t\t<a role=\"heading\" aria-level=\"2\" tabindex=\"-1\"  id=\"fl-accordion--label-0\">Strategic workforce planning <\/a>\n\t\t\t\t\t<p><strong>Future-proof, resilient, and efficient: New approaches to strategic IT workforce planning<\/strong><\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Strategische-Personalplanung-BMC-Strategy-Consultants.pdf\" target=\"_blank\" rel=\"noopener\">Download Paper<\/a><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t\t\t<button type=\"button\" id=\"fl-accordion--icon-1\" aria-expanded=\"false\" aria-controls=\"fl-accordion--panel-1\"><i>Expand<\/i><\/button>\n\t\t\t\t\t<a role=\"heading\" aria-level=\"2\" tabindex=\"-1\"  id=\"fl-accordion--label-1\">Mainframe strategy<\/a>\n\t\t\t\t\t<p><strong>To the Future with the mainframe? Platform strategies for financial services providers<\/strong><\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/Mainframe-Strategie-BMC-Strategy_Consultants.pdf\" target=\"_blank\" rel=\"noopener\">Download Paper<\/a><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t\t\t<button type=\"button\" id=\"fl-accordion--icon-2\" aria-expanded=\"false\" aria-controls=\"fl-accordion--panel-2\"><i>Expand<\/i><\/button>\n\t\t\t\t\t<a role=\"heading\" aria-level=\"2\" tabindex=\"-1\"  id=\"fl-accordion--label-2\">Artificial intelligence: EU AI Act<\/a>\n\t\t\t\t\t<p><strong>Address risks strategically<\/strong><\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/EU_AI_Act_BMC-Strategy_Consultants.pdf\" target=\"_blank\" rel=\"noopener\">Download Paper<\/a><\/li>\n<\/ul>\n<figure itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/AdEx_Strategy_Logo_RGB_150.png\" alt=\"AdEx Strategy Logo\" height=\"201\" width=\"1085\" title=\"AdEx Strategy | Logo\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n\t<\/figure>\n\t\n<h2>Contact<\/h2>\n<h5>What strategic decision are you facing?<\/h5>\n<p>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.<\/p>\n<p>Book strategy session now.<\/p>\n\t\t\t<a href=\"mailto:roland.bubik@adexpartners.com?subject=AdEx%20Strategy\"  target=\"_blank\" rel=\"noopener\">\n\t\t\t\t\t\tStrategy meeting\n\t\t\t\t\t<\/a>","protected":false},"excerpt":{"rendered":"<p>AdEx Strategy entwickelt tragf\u00e4hige Strategien f\u00fcr Banken, Versicherungen und IT-Dienstleister und begleitet deren Umsetzung \u2013 von der strategischen Entscheidung bis zur messbaren Wirkung.<\/p>","protected":false},"author":4,"featured_media":8187,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-8038","page","type-page","status-publish","has-post-thumbnail","hentry"],"blocksy_meta":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/pages\/8038","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/comments?post=8038"}],"version-history":[{"count":82,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/pages\/8038\/revisions"}],"predecessor-version":[{"id":8234,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/pages\/8038\/revisions\/8234"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/media\/8187"}],"wp:attachment":[{"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/media?parent=8038"}],"curies":[{"name":"WP","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}