Tag: OPTIX

The OPTIX Impact At A Glance
Financial Health |

The OPTIX Impact At A Glance

MetLife Foundation and global financial consultancy BFA Global created the OPTIX program to help people living on low incomes...

By BFA GLOBAL
Data for Decision-Making: The benefits of potential changes to cash management
Financial Health |

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...

By BFA GLOBAL
The OPTIX Impact
Digital Financial Services |

The OPTIX Impact

Financial institutions around the world are serving a new wave of customers, and serving the previously unserved and underserved...

By BFA GLOBAL
SAJIDA Foundation Digital Onboarding Experience Demo
Financial Health |

SAJIDA Foundation Digital Onboarding Experience Demo

SAJIDA Foundation is a non-profit providing microfinance services to low-income customers in Bangladesh. Customers are able to borrow from...

By BFA GLOBAL
A Roadmap for More and Better Savings
Financial Health |

A Roadmap for More and Better Savings

Acreimex is a financial institution serving low-income people in Mexico with a human touch. The OPTIX program worked with...

By BFA GLOBAL
Leapfrogging an MFI from Manual to Digital
Financial Health |

Leapfrogging an MFI from Manual to Digital

Starting in 2015, under the OPTIX project we worked with SAJIDA Foundation, an MFI-NGO in Bangladesh to identify and...

By BFA GLOBAL
Tres pasos (y un mejor amigo) para encontrar la relación fintech-banco perfecta

Tres pasos (y un mejor amigo) para encontrar la relación fintech-banco perfecta

Tres pasos (y un mejor amigo) para encontrar la relación fintech-banco perfecta Para muchas instituciones financieras dar el salto...

By Maelis Carraro
Montando (el) cohete hacia las microfinanzas digitales

Montando (el) cohete hacia las microfinanzas digitales

Una revisión de las experiencias de los clientes con préstamos y depósitos de ahorros sin efectivo en Bangladesh Coautora...

By Maelis Carraro
Una aplicación digital, una conversación y una nueva cuenta: un novedoso enfoque desde el cual discutir y crear depósitos a plazo a medida

Una aplicación digital, una conversación y una nueva cuenta: un novedoso enfoque desde el cual discutir y crear depósitos a plazo a medida

  “¿Cuánto dinero cree la gente que debe tener ahorrado para casos de emergencia? ¿Es ese monto distinto al...

By Ashirul Amin
An App, a Conversation and a New Account: A Novel Approach to Talking About and Tailoring Term Deposits
Digital Financial Services |

An App, a Conversation and a New Account: A Novel Approach to Talking About and Tailoring Term Deposits

Reverse engineering the loan officer-client conversation provides key insights “How much money do people typically imagine they should have...

By Ashirul Amin