Case Study

How Providers Can Build Products That Improve Financial Health: Examples From Mexico and Chile

This paper shares five case studies about Accion’s work with Chilean and Mexican partners over the past three and a half years. In Chile, the authors used human-centered design and behavioral economics to launch a business management application for microbusinesses with Organizame and Banigualdad, revamped a financial health portal with Destácame, and deployed a crowd-funding platform for microentrepreneurs with RedCapital. In Mexico, they developed a savings product for youth with Caja Popular Cerano and launched a supply chain finance product with Caja Bienestar.

The paper shares the key challenges, learnings, and overall results from this project — uncovering best practices on how to design for and influence financial health along the way. 

About this Publication