Wednesday, November 9, 2022
3:20 PM - 4:05 PM (EST)
Wealth-management-as-a-service: What is the true business opportunity?

Embedded wealth management is a nascent area, but it is growing fast. Much like the rising opportunities around banking-as-a-service, wealth-management-as-a-service is an area with tremendous revenue potential. Getting embedded wealth management right can yield a winning formula for end customers, financial institutions, and vendors, with smooth collaboration to power revenue models of the future.

This panel will discuss:

  • Why embedded wealth management promises such power and potential
  • How to make the most of wealth-management-as-a-service as a revenue opportunity
  • What vendors are helping embedded wealth management go mainstream
  • How to understand use cases, from embedded investing to financial wellness