All Publications

Showing 1 - 10 of 191
Paper

Financial Inclusion for Migrants and Refugees: Insights From Credit Unions

This report looks at the role credit unions play in supporting migrants and refugees in Brazil, Ecuador, Poland and the United States.

Paper

Banking on Women Who Trade Across Borders

Drawing from interviews across Africa and Latin America, this report explores the challenges faced by female entrepreneurs and proposes solutions. 

Paper

Beyond Access: A Look Into the Drivers of Long-term Financial Health

Through a combination of qualitative interviews, customer surveys and analysis of data from over 3.6 million Nubank customers, this research gathered a rich set of insights to inform how we can collectively close the gap between account access and a sense of sustainable financial security and health. 

Paper

Digital Payments Roadmap: Towards Inclusive, Accessible, Effective And Sustainable Digital Payments In South Africa

The purpose of this Roadmap is to identify obstacles, barriers and challenges to the adoption of an increased and effective usage of digital payments, and to develop a multi-disciplinary and stakeholder action plan to unlock the inclusivity, effectiveness and sustainability of digital payments in South Africa.

Guide / Toolkit

Open Finance Self-Assessment Tool and Development Roadmap

This technical guide introduces the open finance self-assessment tool and development roadmap. It provides practical tools for policymakers to use to decide whether to implement an open finance regime to advance financial inclusion.

Paper

The Building Blocks Supporting Open Finance

This working paper introduces the concept of an inclusive data ecosystem as one where low-income people’s data trails are used to improve their financial inclusion.

Slide Deck

Global Landscape: Data Trails of Digitally Included Poor (DIP) People

This reading deck puts a spotlight on the specific data trails generated by digitally included yet poor people, the sources of these data trails, and variations of data trails across different segmentations.

Paper

Social and Solidarity Economy: Social Innovation Catalyst in Africa?

The report highlights internal and external factors impacting social and solidarity economy organizations in their social innovation process and presents a set of policy recommendations to unlock their potential.

Case Study

Informed Design: A Case Study Series (Tyme Group)

This is one of several case studies looking at the role of design in digital financial services (DFS) for women focusing on examples where research findings have translated into design that has eased and encouraged women’s use of DFS.

Slide Deck

Customer Outcomes-Based Approach to Consumer Protection: A Guide to Measuring Outcomes

This reading deck summarizes lessons from a pilot exercise that involved the Financial Sector Conduct Authority (FSCA) and five FSPs in South Africa focused on measuring intermediate customer outcomes from a supervisory perspective.