Several high-profile partners use Embark to power their investment solutions via our white label propositions.
Here are some high-level details of some of the business we work across the audiences we serve.
Case studies
Adviser
Hub Financial Solutions
HUB Financial Solutions are market-leading at-retirement specialists offering a range of drawdown propositions for advised and non-advised clients.
HUB use the Embark platform and digital front-end on a white labelled basis.
Corporates supporting intermediaries
Liverpool Victoria
LV= use the Embark capability to offer a whole of market platform proposition to their advisers, including their own with-profit funds (Smoothed Managed Funds) as part of the proposition. The platform is fully integrated with the LV= front-end, customer portal and back office administration capability through use of our comprehensive suite of APIs.
Scottish Widows
Embark’s technology helps Scottish Widows to deliver against three key strategic ambitions:
- Deliver an innovative digital experience for advisers and their clients by leveraging innovative tools and easy to use online access.
- Support advisers run their centralised investment proposition using fully streamlined processes connected to the tools and reporting they use every day.
- Provide a platform that is designed to help advisers grow their business and enables them to focus on providing great outcomes to their clients.
D2C companies and Fintech
We have a number of established corporate relationships with partners who leverage our products and services for their clients. This includes corporate ISAs for company employees, White-Label SIPPs, and D2C investment for a leading UK retail bank.
Lloyds Banking Group
Embark was acquired to support Lloyds Banking Group’s vision to become a top-three direct-to-consumer investment business.
We have delivered a Ready-Made Investments and Pensions proposition to millions of Lloyds Banking Group customers across the Lloyds Bank, Bank of Scotland, and Halifax brands.
These direct-to-customer solutions form part of Lloyds Banking Group’s guided set of solutions which allow their customers to access simplified investment propositions.
Wealthify
Wealthify, one of the fastest growing digital wealth managers, wanted to expand its product offering to include a personal pension. They chose to partner with Embark thanks to our leading technology and retirement solution being a perfect fit for their digital ambition.
Through this strategic partnership, Wealthify and Embark have created a product that can be scaled rapidly. By focusing on technological capabilities and the digital journey, and ensuring a flawless user experience and design, this offering delivers an outstanding service and is future-proofed against industry changes.
Next steps
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