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Issue Areas​

Inclusive Financial Services

Financial service providers throughout the world are benefitting from unprecedented recognition and access to capital. This, in turn, has allowed the sector to provide millions of the world’s micro and small businesses with credit and other financial services. We believe that micro and small businesses should access well tailored products that can help unleash business opportunities, mitigate risks and accumulate assets. Yet even where available, these are not always offered responsibly.  We work with financial institutions to ensure shared value to clients, staff, management and shareholders or donors.  

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Examples of our work:

  • Conducted a strategic analysis of Satin Credit Care, a leading microfinance institution in India to identify opportunities to increase competitiveness and financial performance by strengthening the client value  proposition.

  • Designed a bespoke one-week training on financial inclusion for the Central Bank of Nigeria’s Financial Inclusion Secretariat. Sessions involved speakers with broad expertise from Enabling Capital, the Financial Access Initiative, the Social Performance Task Force, Innovations for Policy Action and others.

  • Supported AXA Global Insurance in the development of insurance products in Indonesia, Philippines, Colombia, Egypt and Mexico including client focussed training and revisiting emerging customer strategy.  

  • Conducted a study of the demand-side, supply, side and regulatory environment for strengthening consumer protection in financial services in Mexico with an emphasis on recently-included populations on behalf of Nacional Monte de Piedad.

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