#btt: Financial wellbeing: a win-win for users and providers?

btt
event
Financial Wellbeing
Frankfurt
wagebeam

Financial wellbeing has long been more than just a “nice-to-have”: financial health influences how people make decisions, manage risks, and plan for the long term—and it also determines how resilient households (and thus markets) are in uncertain times.

At our #btt in March, we will take a closer look at the status quo and business potential of financial wellbeing:

What do we know about Germany’s financial health – and why should banks and other companies have a genuine strategic interest in it? You can expect key insights from research and practice, concrete business cases, and answers to the question of what levers are available to measurably improve financial wellbeing – to the benefit of customers and institutions.

Look forward to an evening with three concise presentations, discussion, and networking!

Note on cancellations: If you are unable to attend BtT at short notice, please cancel your booking directly via Luma. To do so, you will need to confirm your email address once and then you can manage your booking with Luma. This allows us to plan better and move people up from the waiting list. Simply canceling the appointment in your personal calendar does not work. The cancellation must be made via Luma. Thank you!

Presentation 1: Financial health in Germany – and why banks should take a genuine interest in it | Emanuel Renkl (Financial Health Initiative e.V.)

Emanuel Renkl shares key insights into financial health in Germany – and explains what this means for banks in concrete terms. He shows why financial wellbeing is not only socially beneficial, but can also have tangible strategic advantages for banks: from better customer experiences to more sustainable relationships.

Emanuel Renkl
​Emanuel Renkl
Co-founder and CEO of Financial Health Initiative e.V.
Financial Health Initiative e.V

Seasn – Outlook for Agentic AI in financial education and planning

Financial well-being requires a smart strategy and consistent implementation. Both can quickly become overwhelming. Until now, the answer has been consulting, financial education, or simplification. Seasn is exploring another option: combining complete personal financial data, a forecasting model with flexible scenarios, and a good UI into a digital financial twin that shows what is possible, what works, and how to best achieve it. Add Agentic AI and users can talk to their digital twin and apply the most effective levers. The vision is called Self-Driving Finance.

Andreas Hackethal
​Andreas Hackethal
Professor
Goethe University Frankfurt