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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

Determinants of Financial Well-Being: Evidence from Latin America

This paper provides a baseline measurement of financial well-being in Latin America and studies the factors associated with it.

Paper

Delivering Financial Health Globally: A Collection of Insights, Approaches and Recommendations

This white paper aims to create a baseline from various discussions on financial health and builds an evidence base from the work done by institutions and individuals globally.

Paper

Financial Diaries: Financial Health of Low and Medium-Income Households During COVID-19 Pandemic

In order to understand how low and moderate income people were doing during the COVID-19 pandemic, BRAC Microfinance conducted financial diaries research with 273 households from different earning categories.

Paper

Microfinance Clients Facing the COVID-19 Crisis: From Findings to Action for MFIs

This publication presents the main results of MFI client surveys in seven countries (Bhutan, Myanmar, Rwanda, Senegal, Togo, Cape Verde and El Salvador), as well as the concrete measures taken by MFIs to meet the needs expressed by their clients.

Paper

Where Are the Unbanked in Belize?: Using Machine Learning Small Area Estimation to Improve Financial Inclusion Geographic Targeting

This study aims to contribute to the efficient and effective implementation of Belize's National Financial Inclusion Strategy by identifying the geographical areas where unbanked people live and analyzing the factors that influence the use of financial services and instruments.

Paper

Designing Digital Payments for Mexican Women Entrepreneurs

Paper

OECD/INFE 2020 International Survey of Adult Financial Literacy

This report provides measures of financial inclusion including elements of financial resilience and a newly-created score on financial well-being for 26 countries.

Paper

Surviving 2020: Lessons on Resilience from Kenya’s Covid Diaries

Paper

Women’s Economic Empowerment and Financial Inclusion in Indonesia: Levers to Move Women From Inclusion to Empowerment

Grounded in an analysis of norms governing women’s agency, ability to enact preferences, bargaining power and financial independence, this report provides a conceptual framework to move Indonesian women from financial inclusion to empowerment.