The curation of content and speakers was wholly managed by IDB Invest and does not reflect the views of the organisers or its staff.
Embedded finance is revolutionizing how small and medium-sized enterprises (SMEs) access essential financial services like credit, payments, and insurance. With the power of technology, embedded finance is bridging the gap between traditional financial institutions and the underserved SME sector, offering seamless, integrated solutions within platforms they already trust.
In this hands-on workshop, Paula Pelaez, Director of MSME and Inclusion at IDB Invest, and Jose Wolff, Senior Consultant on Embedded Finance at IDB Invest, will explore and facilitate a discussion with peers on how embedded finance is accelerating SME growth worldwide and examine key factors for success. From cutting-edge use cases to actionable insights, participants will dive deep into practical challenges, emerging opportunities, and lessons learned from real-world implementations.
This workshop will include:
- Peer Exchange & Knowledge Sharing:
- Gain insights on the different embedded finance models (credit, payments, insurance, and beyond) and actors (FSPs, Fintechs, platforms) driving SME access to capital.
- Learn from industry leaders and share experiences on what works, what doesn’t, and how to overcome common obstacles.
- Real-World Case Studies: Hear about pioneering initiatives and successful strategies, with concrete examples from platforms, financial service providers, and fintechs pushing the frontier of SME financial inclusion.
In the final segment, we’ll invite participants to also share their own vision for what needs to change in the embedded finance ecosystem to accelerate SME finance - offering an open forum to shape the future of SME growth. Join us for a highly interactive session and walk away with tangible insights, peer-driven strategies, and a deeper understanding of how embedded finance can unlock new growth opportunities for SMEs. Whether you’re an SME, a financial institution, or a tech provider, this workshop will empower you with the tools and knowledge to transform your SME finance strategy.
