All Publications
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Financial Confidence Playbook
This Playbook offers a design guide for product teams and research organizations focused on digital financial services for the last mile.
Core Indicators to Measure Financial Health and Inclusion
The aim of this guidance is to facilitate the processes of target setting, action plan design and reporting for banks that have chosen financial health and/or financial inclusion as one of their areas of significant impact.
Unleashing the Power of Data to Inform Your Business
Toolkit for FSPs: Understanding the different data sources available and how to use them effectively
Data-Driven Segmentation in Financial Inclusion
How financial services providers can use data analytics to better segment and serve customers
Using Satellite Data in Financial Inclusion
How service providers can use satellite data and advanced analytics techniques to reach customers
Credit Scoring in Financial Inclusion
How to use advanced analytics to build credit-scoring models that increase access
Customer-Centric Guide
Collection of hands-on toolkits and experiments for designing effective financial services
Customer Empowerment in Finance: Why Greater Choice and Control for Poor Customers is Better for Business and Will Help Achieve Financial Inclusion
Guide for designing actions to give low-income customers choice, respect, voice, and control
Financial Services Apps in India: How to Improve the User Experience
Practical guide for designing smartphone applications for financial service customers
Customer Experience Playbook
A set of tools and roadmaps to build a customer-centric organization