Seeking opportunities to improve financial health: BFA Global’s roadmap
Since 2019, BFA Global, through the FinnSalud project supported by MetLife Foundation, has worked with various financial institutions in Mexico to identify and launch initiatives based on the DORA framework to improve the financial health of low- and middle-income individuals.
This brief outlines the process BFA Global has followed to identify intervention opportunities within institutions, intending to design solutions that positively impact the financial health of their target population. This pathway involves stages that help align institutional priorities and capabilities with opportunities to improve users’ financial health. A reflection is then offered on the most relevant success metric: institutional adoption. The document concludes with a snapshot of ongoing interventions.
