Online Event

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Event Date Thu Mar 17 EDT (in about 2 months)
Location Online Event
Region All

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.’

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


2022 Speaker

Elena Kozhemyakina
Founder, CEO, Fintech4Funds