Financial service distribution is reaching an inflexion point. Embedded finance is not only possible, but has become an imperative. 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, together with key fintechs focused on enabling embedded finance.

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About additiv
additiv is a leading SaaS provider to the wealth management industry and partners with the world’s leading financial institutions to help them capitalize on digitization. Its market-leading DFS (Digital Finance Suite) is an orchestration engine that lets financial institutions quickly launch new propositions as well as giving them the intelligence to maximize customer engagement. Established in 1998 and headquartered in Zurich, Switzerland, with offices in Germany, Singapore, and Kenya and main development centers in Romania and Ukraine, additiv serves its customers around the globe. additiv is supported by a broad ecosystem of implementation and solution partners that enable it to deliver unparalleled customer success to wealth managers and credit providers globally.