Excellence for Financial Services Institutions
Excellence for Financial Services Institutions
Excellence for Financial Services Institutions
Our Clients are Changing
Our Clients are Changing
Our clients are changing: banks, insurance companies and their service providers are facing fundamental challenges which have a strong impact on business and operating models. New sets of regulatory requirements, digital innovation, cost pressure and the need to find pockets of profitable growth have become the key drivers of the industry.
However, internal capabilities are not limitless, timelines for multiple change initiatives are tight, and target setting has become more difficult in times of great uncertainty and volatility. As these strategic and tactical challenges are complex enough to address, the successful execution of large transformation programs has become a key focus for top management. “Getting things done” requires capabilities not every institution has sufficient levels of.
“Getting things done” requires capabilities not every institution has sufficient levels of.
The Three Key Drivers for the Financial Services Industry
The Three Key Drivers for the Financial Services Industry
Regulatory Pressure
Regulation deeply impacts business and operating models.
Regulation deeply impacts business and operating models.
Digital Innovation and Growth
Digital customers want digital solutions, innovation which is being driven outside of the banking sector.
Digital customers want digital solutions, innovation which is being driven outside of the banking sector.
Efficiency Requirements
Cost pressure driven by the erosion of earnings, business and operational complexity and regulation-driven costs.
Cost pressure driven by the erosion of earnings, business and operational complexity and regulation-driven costs.
Our Competencies - Four Key Capabilities
Our Competencies - Four Key Capabilities
Market and Distribution Strategy, Digitization
- Strategic business development
- Strategic positioning
- Business model definition
- (Digital) customer and sales strategies
- Control and process optimization in multi-channel distribution
- Product development, innovation and management
Strategic Optimization of IT & Operations
- Optimization of IT project portfolios
- Project review, project rescue and quality assurance
- IT-Strategie und Architekturentwicklung
- Payment transactions, security settlement and credit processes
- Flexible, lean operating and sourcing models
Targeted Implementation of Regulatory Requirements
- Regulatory radar and impact assessment on business/operating model
- Regulatory project (portfolio) alignment and review
- Focus / review of individual projects
- Design of finance and risk architecture: functional, applications, data
- Program guidance and quality assurance
Organizational Optimization and Efficiency Management
- Service-oriented, effective organization
- Reorganization, post-merger integration
- Analysis of cost structures and complexity
- Levers and action plan for efficiency optimization
- Implementation support and benefit capture control
Market and Distribution Strategy, Digitization
- Strategic business development
- Strategic positioning
- Business model definition
- (Digital) customer and sales strategies
- Control and process optimization in multi-channel distribution
- Product development, innovation and management
Strategic Optimization of IT & Operations
- Optimization of IT project portfolios
- Project review, project rescue and quality assurance
- IT strategy and IT architecture development
- Payment transactions, security settlement and credit processes
- Flexible, lean operating and sourcing models
Targeted Implementation of Regulatory Requirements
- Regulatory radar
- Impact assessment on business/operating model
- Regulatory project (portfolio) alignment and review
- Focus / review of individual projects
- Design of finance and risk architecture: functional, applications, data
- Program guidance and quality assurance
Organizational Optimization and Efficiency Management
- Service-oriented, effective organization
- Reorganization, post-merger integration
- Analysis of cost structures and complexity
- Levers and action plan for efficiency optimization
- Implementation support and benefit capture control
Our Management Team - A Strong Team of Professionals
Unsere Managing Partner - Ein starkes Team von Profis
Roland Bubik
Managing Partner
- Roland Bubik advises banks, insurers and their IT service providers on the definition and implementation of sustainable business and division strategies.
- Focuses on organizational development, regulatory affairs, IT, digitization/agilization and operations, as well as project reorganization.
- Has been active as a management consultant since 1995, and was a founder of BMC Professionals (2015) and their successor company BMC Strategy Consultants GmbH (2019)
- Previous positions at Mitchell Madison Group, Booz & Co and Oliver Wyman
Dr. Michael Holzapfel
Managing Partner
- Michael Holzapfel supports bank IT units and insurance companies in their optimization and strategic positioning
- Focuses on the development and reviewing of IT strategies, organizational development, increased efficiency, transformation of IT operating models, IT planning and controlling, as well as the reorganization of distressed IT projects.
- Has worked since 1987 as a management consultant and has held management functions in banks. Since 2004, he has been an independent consultant after positions at Roland Berger, Mitchell Madison Group and Droege & Comp
- Founding partner of BMC Strategy Consultants GmbH
Thomas Pasche
Managing Partner
- Thomas Pasche supports insurance companies and banks in the strategic and operational development of their business and operating models
- Focuses on digital transformation in the context of growth and efficiency programs, organizational development and operating model optimization
- Has been active since 2003 as a management consultant and entrepreneur, a founding partner at BMC Strategy Consultants GmbH after positions at Simon-Kucher & Partners, Oliver Wyman | Financial Services, and has launched a start-up company
Pascal Jochberger
Operations Manager
- Pascal Jochberger supports banks, insurers and whose IT service providers in the strategic and organisational alignment of distribution channels, processes and functions
- Focuses on Business strategy, growth concepts, regulation, cost management, project management, and Change management and agile project organization
- Since 2019 management consultant at BMC Strategy Consultants GmbH
- Previously worked for the BMW Group at the Treasury department and in line functions at Bank für Tirol und Vorarlberg AG
The Network of the Best - Our Network Partners
The Network of the Best - Our Network Partners
Depending on the client's topic, we work together with specialized consultants who bring in relevant expertise and experience. We have access to a quality-assured network of certified consultants, which we are constantly expanding.
Here are some sample profiles:
Career at BMC Strategy Consultants
Become an Employee
We are looking for top university graduates, young professionals and experienced consultants who want to think and act like entrepreneurs.
Contact
BMC Strategy Consultants GmbH
Taunus Turm, Taunustor 1 | 60310 Frankfurt am Main
+49 69 50 50 60 4-586 | info@bmc-strategy.com