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.

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.


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.

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.


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.

Slide Deck

Financial Solutions for Women in Rural and Agricultural Livelihoods

This research provides insights on the disproportionate need and strategic opportunity for improving the lives and livelihoods of rural women.


Designing Digital Payments for Mexican Women Entrepreneurs


Social Protection During the Pandemic: Argentina, Brazil, Colombia, and Mexico

How have policy responses mitigated the impact of the pandemic on poverty in the region?



Financial Innovation to Support Women-Led Businesses

This document summarizes the main characteristics of Mexico's first gender bond with the aim of expanding the resources available to finance projects led by women in rural areas.