All Publications

Showing 1 - 10 of 267
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. 

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.

Paper

Women & Money: Insights and a Path to Close the Gender Gap

This paper presents research findings on the key challenges women face in accessing digital financial services and the design opportunities for the financial sector, policymakers and regulators, the philanthropic sector, NGOs, and designers everywhere.

Case Study

Case Studies of Multisectoral Approaches to Integrating Digital Financial Services for Women’s Financial Inclusion

This case study explores whether the use of DFS can be used to accelerate women’s financial inclusion and reduce gender inequality in sectors other than financial service - health, agriculture and MSME. 

Paper

Business Her Own Way: Creating Livelihoods Through Informal Online Commerce

This Focus Note outlines the characteristics of informal online commerce (IOC), maps the personas of the women who engage in it, and provides guidance to funders looking to support women to generate livelihoods through IOC.

Paper

Pakistan Housing Finance: Is There a Business Case for Financial Institutions?

This study highlights the need for financial institutions to expand into housing finance across different income segments—particularly low and middle income households—and regions.

Paper

Understanding Micro- and Small-Growth Entrepreneurs in Vietnam, Pakistan and Peru

This report provides an overview of "the current state of strivers" across these countries with an aim to understand the emerging unmet needs through market assessments.