#finanzplatztag2026 | Upvest
Financial institutions across Germany are preparing for a new wave of retail investing. ๐๐ก๐ ๐ซ๐๐๐ฅ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง ๐ข๐ฌ ๐ฐ๐ก๐๐ญ๐ก๐๐ซ ๐ญ๐ก๐๐ข๐ซ ๐ข๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐ ๐ข๐ฌ ๐ซ๐๐๐๐ฒ. ๐ฉ๐ช At Bรถrsen-Zeitung โs #Finanzplatztag2026 , Upvestโs Director of Business Development DACH Sven Loeckel and Max Bornscheuer , Team Leader Product Management Securities & Savings at DKB | Deutsche Kreditbank AG discussed what is needed to launch modern investment experiences. Key takeaways from the panel ๐๐ฆ๐ค๐ฉ๐ฏ๐ฐ๐ญ๐ฐ๐จ๐ช๐ฆ ๐ต๐ณ๐ช๐ง๐ง๐ต ๐๐ช๐ฏ๐ข๐ฏ๐ป๐ฎ๐ข๐ณ๐ฌ๐ต: ๐๐ช๐ฆ ๐ด๐ช๐ฆ๐ฉ๐ต ๐๐ข๐ฑ๐ช๐ต๐ข๐ญ๐ฎ๐ข๐ณ๐ฌ๐ต-๐๐ฏ๐ง๐ณ๐ข๐ด๐ต๐ณ๐ถ๐ฌ๐ต๐ถ๐ณ ๐ฅ๐ฆ๐ณ ๐ก๐ถ๐ฌ๐ถ๐ฏ๐ง๐ต ๐ข๐ถ๐ด include: ๐ ๐๐๐๐๐ฅ๐๐ซ๐๐ญ๐๐ ๐ข๐ง๐ง๐จ๐ฏ๐๐ญ๐ข๐จ๐ง Powering the next generation of investing requires a digital-first offering that includes modern use cases such as fractional investing, automated savings plans, and personalised portfolios. ๐ ๐๐๐๐๐ข๐ง๐๐ฌ๐ฌ ๐๐จ๐ซ ๐ฉ๐๐ง๐ฌ๐ข๐จ๐ง ๐ซ๐๐๐จ๐ซ๐ฆ To be among the first to launch the Altersvorsorgedepot and Frรผhstart-Rente, technical readiness is the primary differentiator. Winning the next generation of retail investors depends on having the pension-ready infrastructure to support early positioning. ๐ ๐๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ ๐ฌ๐๐๐ฅ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ To compete with digital-first challengers, financial institutions must move beyond the rigidity of outdated systems. By adopting a modern, API-first investment infrastructure, they can adapt to new regulatory frameworks without being held back by legacy constraints. At Upvest , we are proud to provide the technological backbone supporting DKB in their ambition to become the primary financial partner for everyday banking, investing, and long-term wealth creation.