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Platform Playbook:

Implementing
Embedded Lending
for SMBs 

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Embedded lending drives revenue,
retention, and competitive advantage​

Small businesses need capital. Traditional lending isn't delivering. Smart platforms are filling this gap with embedded lending—and making serious money doing it.
 

Embedded lending creates big revenue opportunities while deepening customer relationships and expanding your product strategy.

This playbook reveals proven strategies, implementation frameworks, and real case studies from successful platforms serving SMBs that are already generating revenue from embedded capital solutions.

In this playbook, you will learn:


 

Strategic Implementation Framework:
 

Step-by-step roadmap from readiness assessment to full deployment, including partner selection criteria and technical integration approaches.
 


Real Platform Case Studies:

Detailed analysis of how SMB platforms like Relay and Tilled successfully implemented embedded lending, including challenges, strategies, and measurable results.



Revenue & Performance Metrics:

Key success indicators, economic models, and proven metrics to track program impact on customer retention and platform growth.


 

Do you have SMB customers?
Yes
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