cleversoft at FONDS KONGRESS 2026

On January 28th and 29th, 2026, the financial industry kicks off the year at the Fondsprofessionell Kongress in Mannheim – and cleversoft will be there again!

Our focus:
How digital solutions make advisory services and processes around investments and unit-linked insurance products more efficient and future-proof.

Visit our booth, meet our experts and experience firsthand how cleversoft is driving digitalization in the industry with smart tools and automated workflows. You can find us on Level 1 at Booth 150.

Program Highlights at the Booth:

• January 28, 2026 | 10:00–12:00 | PRIIP KID Compliance for Insurance & Funds with Kalina Gilina, Service Manager Financial Distribution Services
• January 28, 2026 | 14:00–16:00 | FactsheetsLIVE / Investment Marketing for Insurance & Funds with Thomas Froschmeier, Strategic Delivery Manager & Andreas Schedlbauer, Technical Solution Sales Manager
• January 29, 2026 | 10:00–12:00 | Customer Success in Focus with Julian Hofmann, Customer Success Specialist
• January 29, 2026 | 14:00–16:00 | Project Management Dialogue with Maximilian Schmidt, Senior Project Manager
• Your preferred appointment | Latest Developments in SFDR and ESG Regulation with Lisa Waldherr

To ensure we have enough time for you, book your personal meeting with us on-site now.

Don’t miss the presentation by Lisa Waldherr on intelligent solutions for Portfolio Optimization in Unit-Linked Policies, especially relevant for insurers and asset managers:

Presentation: Portfolio Optimization in Unit-Linked Policies with Lisa Waldherr, Head of Business Development, cleversoft group
Time: Wednesday, January 28, 2026, 17:10
Location: Hall 10

No registration is required for the presentation.

We look forward to meeting you in person!