Research & Analysis

Trends in International Funding for Financial Inclusion in 2014

After steadily increasing in previous years, international funding of financial inclusion is estimated to have plateaued at $31 billion in 2014.

Data on International Funding for Financial Inclusion in 2014

Twenty-three funders participated in the 2015 survey, accounting for 66 percent of this year’s global estimate. Among the 21 funders who have reported annually, commitments grew by 3 percent in 2013 U.S. dollars, but marked a small decline in current exchange rates due to a weaker euro at the end of 2014.

Customer Empowerment through Gamification

Absa, a large retail bank in South Africa, introduced gamification as part of a broader strategy to increase customer understanding and awareness of digital products and channels on offer.

Designing Digital Financial Services for Smallholder Families

This publication synthesizes learnings from across Zimbabwe, Senegal, Rwanda, and Cambodia, with the aim of providing financial service providers, donors, and other stakeholders with actionable insights into the ingredients for building successful, smallholder-specific digital financial services.

Mystery Shopping for Financial Services

This Technical Guide is designed to enable policy makers with jurisdiction over market conduct issues, consumer protection organizations, and development agencies to conduct mystery shopping exercises.

Juntos Finanzas: A Case Study

This case study describes the Juntos platform, which aims to address the engagement gap between customers and providers. It describes how it works, what it can and cannot do, early results, and issues arising from initial implementations.

Inclusive Finance and Shadow Banking

This Brief explains why approaches to inclusive finance that are currently widespread do not share the potentially destabilizing attributes of other types of shadow banking, concluding by identifying some risks worth monitoring as the picture continues to evolve.

New Funder Guidelines: Market Systems Approach to Financial Inclusion

These guidelines are intended to provide guidance for funders promoting financial inclusion or pro-poor financial services markets as part of their development mandate. The target audience includes multilateral and bilateral donors, development finance institutions, and foundations.

Views on Customer Empowerment: Findings from Cote d’Ivoire

This study was conducted to identify and analyze the levels of empowerment among customers in Cote d'Ivoire of financial services and the obstacles to financial inclusion they may face.

Customer Views of Customer Empowerment Synthesis Report

This report provides a synthesis of learning from this research. Separate reports for each country provide more detailed description and analysis in India, Cote d’Ivoire, and the Philippines.