Successful integration of embedded finance into your business operations relies on solid planning and a structured approach. This template will help your business to prepare for implementing embedded financial solutions.
This template shows you how to:
- Define objectives and strategy
- Identify customer needs
- Conduct market research
- Assess internal capabilities
- Select a partner
- Develop a roadmap
- Ensure compliance and security
- Train and educate staff
- Monitor and optimise your solution
Still unsure? Take our quiz to find out if your company is ready to get started with embedded finance.
