Even as recently as a year ago, we tended to speak about embedded finance as a future trend – something we knew was coming. In 2022, we know it is here. In this video, Dani Fava, Group President, Product Innovation, reminds us what embedded finance is, where it shows up, and why advisors should be paying attention.

Embedded finance will make financial services more accessible for consumers, opening new partnership/referral opportunities for advisors.

It all comes back to helping your clients to live an Intelligent Financial Life. Visit https://www.envestnet.com/intelligent-financial-life to learn more.

The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

%d bloggers like this: