This week, Upvest hosted a roundtable at Handelsblatt's Zukunft Retail Banking in Frankfurt, where Sven Loeckel, Director of Business Development DACH, moderated the session alongside Matthias… | Upvest
This week, Upvest hosted a roundtable at Handelsblatt ‘s Zukunft Retail Banking in Frankfurt, where Sven Loeckel , Director of Business Development DACH, moderated the session alongside Matthias Lamberti, Chief Innovation & Product Officer at quirion . The topic: how financial institutions can successfully bring the Altersvorsorgedepot to market. A few things stood out from the conversation: 1️⃣ The Altersvorsorgedepot is the number one topic across the industry right now. Every financial institution in the room is aiming for a January 1st launch and expectations are high. 2️⃣ The “game changer” framing came up repeatedly, and it is warranted. But turning regulatory change into a genuine market opportunity requires more than meeting the deadline. It requires building something end users will actually choose. 3️⃣ What is less talked about is the complexity of getting there. Implementation projects are largely still in early stages, and the technical and operational workstreams required to launch a compliant and scalable Altersvorsorgedepot proposition are more involved than many teams have accounted for. That gap between ambition and readiness is exactly where Upvest comes in. Our investment infrastructure enables financial institutions to integrate and launch a modern German pension offering quickly and at scale. The window to act is narrow. The providers that move now will be the ones that capture long-term market share and customer lifetime value when the market opens. If your team is working through the “how” of launching an Altersvorsorgedepot proposition, we would love to talk.