Claire Goldschmidt

Go-getter
DISC Type : d

Head of Product (UK) at Upvest

United Kingdom

Overview

Claire Goldschmidt is the Head of Product (UK) at Upvest, driving the expansion of investment and pension solutions across Europe. With a background in product leadership at firms like Seccl and a degree from Sheffield Hallam University, she is passionate about delivering best-in-class customer experiences. Colleagues describe her as methodical, empathetic, and detail-oriented.

Outside of her professional life in fintech, Claire has a notable adventurous side. Her interests extend to outdoor activities, including both mountain and water sports, showcasing a dynamic and active personality.

Interestingly, she is skilled enough to teach snowboarding and also has experience crewing a boat.

Personality Overview

Vision Oriented

Fast-Paced

Direct & Candid

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

European Pension Tech
Is leading initiatives to revolutionize Germany's pension landscape, specifically with the launch of the 'Altersvorsorgedepot' product.
Tax-Advantaged Investing
Her team is actively scaling UK tax wrappers like ISAs and SIPPs, making tax-efficient investing more accessible through fintech partnerships like the one with Zopa.
Fintech Accessibility
Expresses a passion for making investing as easy as spending and giving more savers the confidence to begin investing.

Media Appearances

Upvest Targets £430 Billion UK Investment Gap, Hires Former Starling Bank Exec. Featured in Ground News

See Now

Upvest appoints former Investec & Starling exec as UK general manager. Featured in Finextra

See Now

Work History

8-2025
Head of Product (UK) at Upvest
5-2025 - 8-2025
Group Product Manager at Seccl
2-2023 - 5-2025
Lead Product Manager at Seccl
8-2018 - 2-2023
Lead Product Manager at People's Postcode Lottery
2-2018 - 7-2018
Delivery Lead - Payments (contract role) at ICAS - The Professional Body of CAs

Education

2002 - 2005
2:1 from Sheffield Hallam University
1995 - 2001
Education details unavailable from Rugby High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : United Kingdom Job Level : Mid-senior Designation : Head of Product (UK) at Upvest
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Insights For Selling To Claire

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Refer to testimonials from others in similar positions
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claire is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Claire

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Claire move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Claire take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Claire

Personality Compatibility


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