Embracing Change Management to Better Serve Customers
Banco W is a financial institution in Colombia which OPTIX’s research discovered had a rapidly-changing client base. As a...
Improving Financial Health of People in Bangladesh
OPTIX worked with SAJIDA Foundation, a microfinance institution in Bangladesh, whose low-income customers were looking for a reliable credit...
FinnSalud Pilot Phase Introductory Video
La medición tradicional de inclusión financiera se centra en cuantificar el acceso y el uso. Según esta...
FinnSalud: Project findings presentation
FinnSalud: Hallazgos del proyecto En esta mesa redonda, presentamos los hallazgos del proyecto a través del trabajo realizado con...
FinnSalud One-pager (English & Spanish)
FinnSalud is a 3.5-year project supported by MetLife Foundation, fiscally sponsored by RPA and managed by BFA Global in...
FinnSalud Introductory Presentation (Spanish)
Lanzamiento de la 2a etapa del proyecto FinnSalud Conjuntamente con funcionarios de la MetLife Foundation y Fundación MetLife México,...
FinnSalud exploratory phase infographic (English and Spanish)
The exploratory phase of the FinnSalud project developed a financial health measurement framework comprising four elements: day-to-day management, resilience,...
Data for Decision-Making: The benefits of potential changes to cash management
Data and digitization can be powerful tools for evaluating the business case of a potential change to operations. CEP...
FinnSalud: Trazando la ruta de la salud financiera en México
En esta mesa redonda presentamos el cuerpo de trabajo existente sobre el tema de la salud financiera...
From Last Mile to First Touch: The Changing Role of Aggregators in Digital Finance Ecosystems
New models of aggregation are rapidly emerging within digital ecosystems that can connect both consumers and workers to a...