Solution introduction

additiv’s DFS® 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 additiv’s regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment.

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 use cases:

  • Retail Banks and Challenger Banks: Build recurring income streams to increase customer lifetime value by embedding saving and investment services.
  • Employee Financial Well-being: Support customer’s and/or employee’s journey, from financial planning to investing, through one transparent app.
  • Asset managers: Embed wealth services into your own or 3rd party platforms to complement and expand product distribution.
  • Health Insurance Providers: Leverage unique insights from your customers lifestyles to help them achieve financial independence.
  • Pension & Life Insurance Providers: Remove retirement planning silos and combine insurance, pension and investment into a single application.
  • Super Apps and Consumer Platforms: Leverage customer loyalty and data-driven insights to open new income streams by offering wealth services.

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