Future of Embedded Fintech & Financial Wellness Virtual Summit — US Edition Date - 24th February, 2027
Time - 11:00 AM ET

Explore how banks, fintechs, and digital brands are embedding financial tools directly into their customer experiences to improve engagement, support financial wellbeing, and create new revenue opportunities. The Future of Embedded Fintech & Financial Wellness Virtual Summit brings together banking executives, fintech leaders, product innovators, digital experience professionals, and financial wellness experts to examine how embedded financial services are changing the way consumers manage their financial lives.

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About The Event

Embed Financial Value. Build Stronger Customer Relationships.

Consumers increasingly expect financial guidance, credit insights, money management tools, and protection services to be available within the digital experiences they already use.

Embedded fintech is helping financial institutions and digital businesses move beyond traditional product offerings by bringing personalised financial tools directly into websites and apps. Credit monitoring, financial data connectivity, debt guidance, subscription management, identity protection, and financial planning tools can create more frequent and meaningful customer interactions.

At the same time, financial wellness is becoming an important part of customer engagement. Organisations are using financial data and personalised insights to help consumers understand their finances, make informed decisions, improve credit health, and take control of their financial futures.

This summit explores how organisations are:


  • Embedding financial tools into existing digital experiences
  • Using financial data to create personalised customer journeys
  • Helping consumers improve credit health and financial confidence
  • Delivering financial wellness tools beyond traditional banking products
  • Creating new engagement opportunities through embedded services
  • Using APIs and white-label solutions to accelerate fintech innovation
  • Turning financial insights into relevant product recommendations
  • Creating new revenue streams through financial products and services

Attendees will gain practical insights into embedded fintech, financial wellness, consumer financial intelligence, personalised experiences, and digital financial innovation.

Why Attend?

Gain actionable strategies and insights to implement automated, consistent infrastructure, streamline operations, and accelerate release velocity while maintaining compliance and operational control.

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Digital Sessions

Live expert-led sessions packed with actionable takeaways.

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Digital Panel Discussions

Insightful discussions with industry leaders and innovators.

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Digital Network

Connect and collaborate with professionals worldwide.

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Virtual One-to-One Meetings

Focused meetings to build partnerships and close deals.

Highlights

06+

Knowledge Sessions

Experience dynamic web panel discussions, live fireside chats, and interactive digital presentations that offer in-depth insights.

10+

Industry Leaders

Connect virtually with top decision-makers, thought leaders, and solution providers exploring the latest advancements and trends in Artificial Intelligence.

300+

Attendees

Join a distinguished group of senior executives and industry professionals for meaningful knowledge exchange and collaboration.

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Our

Discussion Points

  • Embedded Finance Models
  • Financial Wellness Tools
  • Credit Building Strategies
  • Consumer Financial Data
  • Personalised Financial Journeys
  • Digital Financial Services
  • Embedded Credit Solutions
  • Financial Health Insights
  • Customer Engagement
  • Fintech Partnerships

Key Focus Areas:

  • Embedded Financial Experiences
  • Consumer Financial Health
  • Personalised Money Management
  • Digital Credit Innovation
  • Financial Data Intelligence
  • Customer-Centric Fintech
  • Financial Product Innovation
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Topics We Cover

Embedded Finance
Financial Wellness
Credit Intelligence
Financial Data
Digital Banking
Personalised Finance
Customer Engagement
Credit Building
Financial Insights
Fintech Innovation

Industries

Banking
Financial Services
FinTech
Credit Unions
Lending
Payments
Insurance
Digital Commerce
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WHO SHOULD ATTEND?

JOB TITLES

CXOs, VPs, Directors, Heads, Managers & Specialists in -

  • Digital Banking
  • Financial Wellness
  • Product Management
  • FinTech
  • Customer Experience
  • Financial Services
  • Data & Analytics
  • Digital Transformation
  • Innovation
  • Marketing

Our Speakers

Hear from banking executives, fintech leaders, digital product specialists, financial wellness experts, customer experience professionals, data innovators, and technology leaders sharing practical strategies for embedding financial services into digital experiences, improving consumer financial outcomes, and creating stronger customer relationships.

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Past Event Highlights

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Our Testimonials

Thank you for the great session. Reimagining Customer Experiences with Proactive Customer Care

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Karen Mascarenhas Manager, Demand Generation - Uniphore

It was a pleasure working with you on this webinar. Future of AIOP’s for Businesses

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Jennifer Mavaseh Director of Business Development -Nastel Technologies, Inc.

Thank you so much for all ur support for the event. Future of Expense Management for Businesses

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Elise Dumolin Field Marketing Manager -DACH -Nintex

Thank you again for your assistance with hosting the event and I turned in for a brief period and was very happy with how smoothly things were running.. Future of Digital Process Automation for Businesses

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Cameron Regional Marketing Specialist, APAC - Akeneo

Faq

frequently asked questions

This event is designed for industry professionals, decision-makers, technology leaders, innovators, and solution providers who want to explore the latest trends, strategies, and real-world insights related to the summit topic.

Yes, this is a paid event. Once registered, you’ll receive full access to the live sessions, networking opportunities, and post-event resources depending on your ticket type.

After completing your registration, you will receive a confirmation email along with the event access link and instructions. You can join from any device with a stable internet connection.

Yes, attendees will receive access to the on-demand event recordings after the summit, allowing you to revisit important discussions and insights.

Absolutely. The summit includes interactive sessions, live Q&A with speakers, and virtual networking spaces to connect with industry peers and experts.

If you are interested in speaking or sponsoring, please reach out to us through our contact page or send an inquiry to our team. We will get back to you with available opportunities and partnership benefits.

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