Most vertical SaaS platforms start with embedded payments, and sometimes also end there. 

However, once the payments offering is live, scaled, and optimized, platforms can grow revenue even more by expanding to lending, banking, and other fintech products.

The challenge is knowing what to build next, how to sequence products, and how to drive adoption without massive investment.

In this episode, Unit’s CEO and Co-Founder, Itai Damti joined host Joshua Silver, Founder and CEO at Rainforest to share the embedded fintech playbook for vertical SaaS platforms, including how to maximize revenue, avoid common pitfalls, and leverage the "system of action" strategy for higher adoption.

They discussed: 

• How embedded finance has evolved from early adopters to plug-and-play solutions
• Why your payment processor is not your embedded finance partner
• The "system of action" strategy that drives higher fintech adoption rates
• Why cashflow is king and how the right messaging is the key to success with SMBs
• How software platforms can launch embedded finance without building compliance teams

The Payments Strategy Show is brought to you by Vertex and Rainforest.

Vertex: The Vertical Software Conference

This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A.

Learn more: https://www.vertexconference.com/

Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference

Rainforest is the embedded payments purpose-built for vertical SaaS.

Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches.

Learn more: https://rainforestpay.com

Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay