About this guide
We believe ‘embedded investments’ (or ‘embedded wealth’, as you might hear it called) is fintech’s next great frontier.
It’s an exciting – albeit nascent – trend that can bring exciting opportunities for ambitious brands and create seamless, intuitive user experiences for a new generation of investor.
If you’re a neobank, a fintech operating in an adjacent category, or even an ambitious brand operating in a completely different vertical altogether, this guide is for you – providing a brief introduction to the topic, exploring its roots in embedded finance and unpacking its potential impacts.
We demonstrate how companies of all shapes and sizes can deploy embedded investment propositions to create a new revenue stream, bolster profitability and make the most of their existing brand loyalty.
And we reveal research showing the consumer demand for investment offerings from brands that don’t operate in this space today. All of which begs the question… are the leading investment platforms of tomorrow hiding in plain sight?
Any questions or feedback? Let us know. We’d love to hear from you.
The journey so far… Embedded finance
Before we explore where we think the market’s headed, let’s take stock of where we are now – and recap on the embedded finance trend that has fundamentally transformed customer experiences over the last decade or so.