All Publications

Showing 1 - 10 of 53
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.

Guide / Toolkit

A Technical Guide to Unlock Agent Networks at the Last Mile

This guide outlines five key actions for digital financial service providers, regulators, and funders to expand rural Cash-In and Cash-Out agent networks based on CGAP's global experience.

Paper

Women Agents for Financial Inclusion: Exploring the Benefits, Constraints, and Potential Solutions

This working paper explores the benefits of having more women agents, the challenges they face, and potential solutions to promote their participation in the DFS ecosystem.

Paper

Establishing a Financial Services Ombudsman in Mongolia: Experiences and Lessons From Armenia, Australia, and Singapore

This paper shares insights from three long-standing financial alternative dispute resolution systems in Armenia, Australia, and Singapore with a goal to help strengthen financial consumer protection in Mongolia and other countries.

Paper

Driving Financial Resilience Through Formal Savings Among the Low-Income Population

Based on customer research in Cote d’Ivoire, Kenya, Morocco, Nigeria, and Uganda, this paper provides a synthesis of findings that help understand to what extent savings allowed customers to increase their financial resilience.

Paper

Social and Solidarity Economy: Social Innovation Catalyst in Africa?

The report highlights internal and external factors impacting social and solidarity economy organizations in their social innovation process and presents a set of policy recommendations to unlock their potential.

Case Study

Informed Design: A Case Study Series (Lucy)

The second installment in a new case study series from FinEquity on informed design and digital financial services (DFS). This study examines product and service design by Lucy, a neobank for entrepreneurial women—specifically Foreign Domestic Workers in Singapore—providing DFS and business-building tools and training through a mobile app to help them start and grow their businesses. 

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.

Case Study

A Case Study on Connecting With Low-income Customers Through Digitalisation

This case study draws upon management consulting literature to assess digitalization strategies and evaluates three leading financial organizations in Morocco, Kenya and Ghana against this framework.

Paper

Preserving Liquidity: Policymaker Responses to COVID-19 and the Impact on Low-Income Customers

Initial lessons learned and suggestions for dealing with the current and future crises