“Can a diversified financial services firm serving credit unions, banks, and individuals become a one-stop embedded finance and insurance partner for financial institutions and employers?”
SWBC is a diversified financial services company headquartered in San Antonio, TX, offering insurance, lending, retirement, wealth management, and PEO (professional employer organization) services to both consumers and financial institutions. The company has expanded its embedded finance footprint by partnering with Finicity for open banking-powered ACH services and launching retirement plan solutions in partnership with Transamerica, positioning itself as a full-service financial services intermediary rather than a pure-play fintech.
Swbc connects to bank accounts through Finicity.
Swbc is headquartered in San Antonio, TX.
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