Since 2019, FinnSalud,a program implemented by BFA Global with the support of MetLife Foundation, has worked closely with Mexican financial institutions to move from measuring financial health to improving it in practice. Through data, customer insights, and close collaboration with our partners, we have designed and tested interventions that seek to strengthen people’s day-to-day management, resilience, ability to seize opportunities, and financial agency.
This series of FinnSalud Learning Notes distills the key insights we are learning along the way. Each brief focuses on a specific question, product, or intervention – from our roadmap to identify opportunities within institutions, to concrete experiments such as purpose-driven savings in group lending – and reflects on what it takes for promising ideas to translate into institutional change and better financial outcomes for people.
The notes are written for practitioners, regulators, funders, and ecosystem actors interested in financial health; they are concise, practical, and grounded in real-world implementation. This microsite will host all Learning Notes in the series, including future releases covering initiatives on savings, credit, debt management, data use, institutional maturity, and more. We invite you to explore the materials, share them with your teams and colleagues, and join the conversation on how to make financial health a core objective of financial systems in Mexico and beyond.
