Embedded Finance Handbook

We're at a pivotal time in financial services where technology now gives brands the ability to own the financial services they offer their customers and capture the value that comes along with that.

Download now to learn about how we got to this pivotal time in financial services, the core products and services used in embedded finance, examples of how these products and services can be woven into your existing core business, how to go to market with a new program, and what outcomes you’ll see.

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eBook-Banking

What Do We Cover?

The collective psychology around how we use apps to manage money has changed. People move money through Venmo, use NeoBanks like Chime to get quicker access to their paychecks, and order (and pay for) rides through Uber. In this eBook, we dive into why this shift is happening, and the opportunity for brands.

  • The Old Way vs. The New Way

    The traditional way brands offer financial services is through a bank partner. Embedded finance allows brands to directly offer these financial services, and capture ALL the value along the way.

  • The Embedded Finance Advantage

    New revenue streams, better customer experiences, deeper customer insights, and more. We dive into go-to-market strategy and the different areas of value that get unlocked as customer adoption increases.

  • Core Products and Services

    Behind the new revenue streams and unmatched customer experiences are core financial products. Accounts, cards, payments, remittances, and more. We dive into the core products and services that are used in programs.