All Publications
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.
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.
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.
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.
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.
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.
Insurance for MSMEs in Mexico: Five Strategies From the Region
This brief identifies strategies to overcome barriers to insurance for micro, small and medium enterprises, based on the experiences of seven companies in Latin America.
Finance in Displacement: Joint Lessons Report
This study brings to light the challenges forcibly displaced persons face in accessing economic opportunities and puts forth a financial health framework for measuring progress against these challenges.
How Providers Can Build Products That Improve Financial Health: Examples From Mexico and Chile
This paper shares the key challenges, learnings, and overall results from five case studies in Chile and Mexico, uncovering best practices on how to design for and influence financial health.
Policy Framework on MSME Data Collection: A Guide for Gender Inclusive Finance
This Framework provides data collection guidance for MSME and gender inclusive finance, defines an extended set of MSME finance indicators, and shares best practices to advance financial inclusion for MSMEs.