What Investors Want to See From Platforms with RMS & UBS
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Embedded finance is reshaping how software platforms create value, with Europe approaching a tipping point in adoption despite lagging behind the US market.
In this episode of Adyen Presents Embedded Finance, host Hemmo explores the investor perspective on embedded finance with Justin Forsyth, EMEA Payments Analyst at UBS, and Adam Seskis, CEO of RMS, a leading property management software platform. Together, they unpack the opportunities, challenges, and strategic considerations for platforms embracing embedded finance.
Episode Highlights:
- [00:00] Introduction: The Future of Embedded Finance for SaaS Platforms
- [01:53] Understanding the Role of Equity Research in Embedded Finance
- [02:33] Europe vs US: The Software-Led Payments Gap
- [08:24] Vertical-Specific Opportunities in Embedded Payments
- [20:12] The $500B Embedded Finance Opportunity Beyond Payments
- [40:43] Platform Perspective: RMS's Journey into Embedded Payments
- [43:54] The Rule of 40: Key Metrics Investors Look For
- [47:05] Expanding into Additional Financial Products
- [50:02] Essential Advice for Platforms Starting Their Payments Journey
[52:26] Key Takeaways: Moving Fast on Embedded Finance Opportunities
6 episodes