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We conduct in-depth research and share our learnings to help people improve their day-to-day financial management, save for the future, and protect against shocks.

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Financial Health |

Financial health analysis with a gender perspective

Financial health goes beyond access to financial services. It reflects people’s ability to manage day-to-day finances, cope with unexpected...

By BFA GLOBAL
Financial Health |

From the invisible to the measurable: How Acreimetrics transformed profitability management at Acreimex 

Acreimex, a savings and credit cooperative operating across multiple states in Mexico, faced a common but critical challenge: the...

By BFA GLOBAL
Financial Health |

From rounding up to purpose: Redefining savings as a tool for financial peace of mind linked to loan repayment

Acreimex is a credit union headquartered in Oaxaca, with a presence in 11 states across Mexico through 79 branches....

By BFA GLOBAL
Financial Health |

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...

By BFA GLOBAL
Livelihoods and Microenterprise |

Rethinking financial health through a gender lens: Evidence from FinnSalud Mexico

The FinnSalud program was launched to measure and improve financial health among Mexico’s low- and middle-income populations in partnership...

By Nelly Ramírez Moncada PhD
Financial Health, Livelihoods and Microenterprise |

Liberando el potencial de la salud financiera en México

En México, como en muchos países en desarrollo, garantizar la salud financiera de las personas sigue siendo un desafío...

By Marco Antonio Del Rio
Financial Health |

Financial health in Mexico: A new tool for measurement

Purpose  Recovery from the economic effects of the pandemic will require millions of microentrepreneurs to rebuild their balance sheets....

By Benjamin Mazzotta PhD
Financial Health |

Behind the macro-level statistics: The role of resilience in informing financial health in Mexico

The decision to close his footwear store was one of the toughest José had to make in his 35...

By Jacob Winiecki
Financial Health |

Beyond financial inclusion: Measuring and improving financial health outcomes in México

Measuring financial health is a challenge. Although there is industry consensus on the theme of financial health, the methodologies...

By Benjamin Mazzotta PhD