Embedded finance: the democratisation of wealth management

Presented by

Elena Kozhemyakina, Fintech4Funds | Guest Speakers to be Announced

About this talk

As a result of the digitisation that occurred in response to the coronavirus, wealth management services have started opening up to new users, with 10 million new brokerage accounts being opened in 2020 alone - many of which by first-time investors. The rise of robo-advisors and platforms like Robinhood and Acorn further opened the door to wealth management for retail consumers. Now, embedded finance promises to drive accessibility of financial services, by meeting investors ‘where they are.’ By harnessing partnerships with fintech and retail companies, wealth management providers can create scalable and personalisable financial solutions that are better suited to retail investors’ needs. By facilitating real-time engagement with a broader range of asset classes, embedded finance allows players to offer hyper-personalised customer experiences more efficiently and effectively than ever before. Join Episode 19 of Driving Fintech Forward to explore the democratisation of wealth management and discover the potential of embedded finance to drive financial inclusion and optimise the wealth management offering. Register now to reserve your spot on the live session on 16 March at 4pm GMT/12pm ET and get your questions answered! Topics for discussion include: - The future of wealth management in the context of embedded finance - Harnessing the potential of embedded finance to create new financial products and solutions tailored around investor preference - How to partner with merchants in other industries to provide investors with new financial services that ‘meet them where they are’ - And more

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