#zukunftretailbanking | Upvest
Join us at Handelsblatt ’s #ZukunftRetailBanking in Frankfurt! 🇩🇪 As retail banking shifts toward long-term wealth accumulation, the 𝐀𝐥𝐭𝐞𝐫𝐬𝐯𝐨𝐫𝐬𝐨𝐫𝐠𝐞𝐝𝐞𝐩𝐨𝐭 represents a once-in-a-generation opportunity to capture long-lasting market share and lead the market. Upvest’s Sven Loeckel , Director of Business Development DACH, will host a roundtable on: “𝑉𝑜𝑛 𝑑𝑒𝑟 𝑅𝑒𝑔𝑢𝑙𝑖𝑒𝑟𝑢𝑛𝑔 𝑏𝑖𝑠 𝑧𝑢𝑟 𝑈𝑚𝑠𝑒𝑡𝑧𝑢𝑛𝑔: 𝑊𝑖𝑒 𝐹𝑖𝑛𝑎𝑛𝑧𝑖𝑛𝑠𝑡𝑖𝑡𝑢𝑡𝑒 𝐴𝑙𝑡𝑒𝑟𝑠𝑣𝑜𝑟𝑠𝑜𝑟𝑔𝑒𝑑𝑒𝑝𝑜𝑡𝑠 𝑏𝑖𝑠 2027 𝑒𝑟𝑓𝑜𝑙𝑔𝑟𝑒𝑖𝑐ℎ 𝑎𝑢𝑓 𝑑𝑒𝑛 𝑀𝑎𝑟𝑘𝑡 𝑏𝑟𝑖𝑛𝑔𝑒𝑛.” Joined by Matthias Lamberti, Chief Innovation & Product Officer at quirion , they will move past the “why” and dive into the “how” of launching a German pension offering: ✅ 𝐑𝐨𝐚𝐝𝐦𝐚𝐩: what are the critical workstreams to launch an AVD/FSR proposition by 1.1.27? ✅ 𝐁𝐮𝐢𝐥𝐝 𝐯𝐬. 𝐩𝐚𝐫𝐭𝐧𝐞𝐫: which components are strategic to own and which should be outsourced? ✅ 𝐓𝐞𝐜𝐡 𝐚𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞: what is required to support long-term recurring contributions and reporting requirements? If you are a financial institution preparing for Germany’s next wave of retirement solutions that will drive long-term growth and customer lifetime value, you won’t want to miss this. 📅 28 April | 17:00 | Frankfurt Marriott Hotel