All Publications

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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

Building Value in Microfinance Through Digitization: A Role for Funders

Funders play a crucial role in ensuring that microfinance institutions (MFIs) continue to serve the most excluded and underserved customers in the future. This note highlights the importance of funders in supporting the digital transformation of MFIs.

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

Financial Inclusion of Refugees in Jordan

This report looks back at what has been achieved in the financial inclusion of refugees and asylum seekers in Jordan since 2015, when the Central Bank of Jordan (CBJ) first launched its initiative to enhance national financial inclusion.

Paper

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.

Paper

Merchant Expansion through Digital Acceptance and Liquidity (MEDAL) Facility Report

This report discusses the future direction of digital payments in Jordan to increase their acceptance both on the merchant and user sides.

Paper

A Market Study on the Adoption of Digital Financial Services in Jordan

The purpose of this study is to gain a better understanding of consumers' appetite for and usage of digital financial services and their financial behavior in light of the rapid development of Jordan's digital financial services.

Paper

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.

Case Study

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.

Paper

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.