Advisory

Embedded Finance Vendor Selection

A neutral shortlist and negotiation support for choosing your provider and operating model — payments providers, lending/BNPL, cards, payroll/EWA, insurance, BaaS.

The decision this solves

Which provider and operating model to commit to — before the contract locks the economics in for years.

Who it's for

Teams choosing a provider for any embedded finance product: payments processors and PayFac-as-a-Service, lending and BNPL partners, card issuers and BIN sponsors, payroll/EWA and insurance providers, or a BaaS platform.

Questions we answer

  • Which providers genuinely fit our volume, vertical, and risk profile?
  • Is this buy rate — or this lending rev share — market, or are we leaving margin in the contract?
  • Does this contract give us a clean path to the next stage, or a re-integration bill?

What it covers

  • Requirements mapping against your volume, verticals, geography, and risk profile
  • Shortlist from the full directory, whatever the product category
  • Payments specifically: Stripe alternatives, PayFac-as-a-Service, and the full PayFac path compared on economics, not marketing
  • RFP teardown and reference-check questions
  • Buy-rate, revenue-share, and rev-share-on-originations negotiation benchmarks

How the engagement works

From requirements to a defensible decision: shortlist, RFP support, reference checks, and negotiation-ready benchmarks. Exact scope is agreed on the first call.

What we'll need from you

  • Volume, geography, and product-mix basics
  • Your current provider contract, if migrating
  • Technical constraints from your engineering team

What you leave with

A vendor decision you can defend, at pricing you know is market.

Book a call

Advisory never influences rankings, recommendations, or answer pages — see the sponsorship policy.