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Is your business ready for embedded finance?


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.