Our platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with our regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment.
Retail & Challenger banks
Build recurring income streams to increase customer lifetime value by embedding saving and investment services.
Embed wealth services into your own or 3rd party platforms to complement and expand product distribution.
Pension & Life Insurance Providers
Remove retirement planning silos and combine insurance, pension and investment into a single application.
Employee Financial Well-being
Support customer’s and/or employee’s journey, from financial planning to investing, through one transparent app.
Health Insurance Providers
Leverage unique insights from your customers lifestyles to help them achieve financial independence.
Super Apps and Consumer Platforms
Leverage customer loyalty and data-driven insights to open new income streams by offering wealth services.
The benefits of Embedded Wealth
Embed wealth management into existing products
Offer wealth solutions to add greater value to any of your existing products and services.
Embed wealth management into existing user journeys
Offer wealth solutions when customers need them, tailored to their context, as part of their digital journey.
Embed wealth management straight out-of-the-box
Simply add services to your existing channels, configured to your brands’ look-and feel.
Embed a broad range of wealth management solutions
Tailor investment services to customer needs through an extensive marketplace of pre-integrated partners.
Embedded wealth management: a $100 billion market opportunity hiding in plain sight
In this report, we focus on one of the more unexplored areas of embedded finance: wealth management. We explore the embedded wealth opportunity (including market needs and use cases) and the importance of Banking-as-a-Service (Baas) alongside viewpoints from senior managers within leading industry players including Credit Suisse, Saxo Bank, Microsoft, Clarity AI and neobank TNEX.
Access the next embedded finance opportunity
Embedded wealth is estimated to be worth US$32 billion in APAC alone, and traditional financial players, neo/challenger banks and consumer apps are already profiting. But wealth management has been overlooked – until now.
This report, written in partnership with Microsoft, is the first to explore the embedded wealth opportunity (including market needs and use cases), with a particular focus in APAC.