{"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":"2026-10-14T13:26:46","modified_gmt":"2026-10-14T11:26:46","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=\"#karriere-adex-strategy\">Career at AdEx Strategy<\/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\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 facing fundamental changes in their business and operational models. Regulatory requirements, digital transformation, cost pressures and limited growth opportunities increase the pressure to act. At the same time, resources and competencies are scarce, timelines are tight and strategic decisions are increasingly complex.<\/p>\n<p>But not only the development of the right strategy is challenging. The successful implementation of larger change initiatives is also becoming increasingly demanding. Therefore, it is all the more important to combine strategic clarity with consistent implementation strength.<\/p>\n<p><strong>This is exactly where AdEx Strategy comes in.<\/strong><\/p>\n<p>As <strong>specialized strategy and management consulting within AdEx Partners<\/strong> We support companies in the financial and energy sectors as well as their IT service providers in their most important strategic and organizational challenges. Together with the top management of our clients, we develop viable strategies and accompany their implementation. Our goal is to turn strategic decisions into concrete actions and measurable results.<\/p>\n<p>In doing so, we build on the long-standing expertise of BMC Strategy Consultants and combine it with the diverse competencies of AdEx Partners in business transformation, technology, data, and AI. In this way, we combine <strong>Strategic perspective with comprehensive transformation expertise<\/strong> &#8211; von der Konzeption bis zur erfolgreichen Umsetzung.<\/p>\n<p>What distinguishes us is the combination of professional expertise, entrepreneurial thinking, and genuine collaboration. We work <strong>partnerly, pragmatically and on equal terms<\/strong>. With a clear goal: to achieve lasting impact together with our customers.<\/p>\n\t<h2>Our expertise<\/h2>\n<h5>Four core consulting areas<\/h5>\n\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\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<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\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<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\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<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\t\t\t\t\t\t\t<!--?xml version=\"1.0\" encoding=\"UTF-8\"?-->\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\u201c<\/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>Strengthening management mechanisms and \u201etaking the organization along\u201c<\/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<a href=\"https:\/\/www.adexpartners.com\/en\/services\/\" target=\"_blank\" rel=\"noopener\">Among the services offered by AdEx Partners(opens in new tab)<\/a><a href=\"https:\/\/www.adexpartners.com\/en\/services\/adexintelligence\/\" target=\"_blank\" rel=\"noopener\">More about AdEx Intelligence(opens in new tab)<\/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 advises banks, insurance companies and their IT service providers on the definition and implementation of future-oriented business and sector strategies with a focus on organizational development, regulation and agility. \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 advises IT units of banks and insurance companies on optimization and realignment, with a focus on the development and implementation of IT strategies. \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 advises insurance companies and banks on the strategic and operational development of their business and operating models with a focus on digital 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 advises COO functions in the financial industry on strategic, regulatory, and operational issues as well as on complex change projects. \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<figure itemscope=\"\" itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.adexpartners.com\/wp-content\/uploads\/AdEx_Strategy_Thumbnail_Pressemitteilung.webp\" alt=\"AdEx Strategy - Strategie- und Managementberatung von AdEx Partners\" height=\"1080\" width=\"1920\" title=\"AdEx Strategy | Strategy and Management Consulting\" onerror=\"this.style.display='none'\" loading=\"lazy\">\n\t<\/figure>\n\t<h5>Become part of our team<\/h5>\n<h2>Career at AdEx Strategy<\/h2>\n<p>Do you want to solve strategic challenges and actively contribute to shaping the future of leading companies? Discover your career opportunities at AdEx Strategy and learn more about us as an employer.<\/p>\n<p>We look forward to receiving your application!<\/p>\n<a href=\"https:\/\/www.adexpartners.com\/en\/career\/jobs\/#jobs\" target=\"_blank\" rel=\"noopener\">Offene Stellen bei AdEx Strategy(opens in new tab)<\/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<a role=\"heading\" aria-level=\"2\"><button id=\"fl-accordion--button-0\" aria-controls=\"fl-accordion--content-0\" aria-expanded=\"true\" type=\"button\"><i data-label-icon=\"fas fa-angle-right\" data-active-icon=\"fas fa-angle-down\">Collapse<\/i>Strategic workforce planning <\/button><\/a><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<a role=\"heading\" aria-level=\"2\"><button id=\"fl-accordion--button-1\" aria-controls=\"fl-accordion--content-1\" aria-expanded=\"false\" type=\"button\"><i data-label-icon=\"fas fa-angle-right\" data-active-icon=\"fas fa-angle-down\">Expand<\/i>Mainframe strategy<\/button><\/a><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<a role=\"heading\" aria-level=\"2\"><button id=\"fl-accordion--button-2\" aria-controls=\"fl-accordion--content-2\" aria-expanded=\"false\" type=\"button\"><i data-label-icon=\"fas fa-angle-right\" data-active-icon=\"fas fa-angle-down\">Expand<\/i>Artificial intelligence: EU AI Act<\/button><\/a><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\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<a href=\"mailto:roland.bubik@adexpartners.com?subject=AdEx%20Strategy\" target=\"_blank\" rel=\"noopener\">Strategy meeting(opens in new tab)<\/a>","protected":false},"excerpt":{"rendered":"<p>AdEx Strategy develops viable strategies for banks, insurance companies, and IT service providers and supports their implementation \u2013 from strategic decision-making to measurable impact.<\/p>","protected":false},"author":5,"featured_media":8552,"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":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":8}},"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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/comments?post=8038"}],"version-history":[{"count":93,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/pages\/8038\/revisions"}],"predecessor-version":[{"id":8550,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/pages\/8038\/revisions\/8550"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.adexpartners.com\/en\/wp-json\/wp\/v2\/media\/8552"}],"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}]}}