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.