Tag: OPTIX

Riding (the) Rocket to Digitized Microfinance
Digital Financial Services |

Riding (the) Rocket to Digitized Microfinance

A review of customers’ experiences with cashless loan and savings collections in Bangladesh Co-authored with Ashirul Amin SAJIDA adopts...

By Maelis Carraro
Diseñando datos: Creación de un tablero de negocio amigable para analizar la rentabilidad de productos financieros

Diseñando datos: Creación de un tablero de negocio amigable para analizar la rentabilidad de productos financieros

Por Jorge Hernández y Gabriela Zapata La mayoría de las instituciones financieras reconocen que los datos deberían estar en...

By Gabriela Zapata Alvarez
Banco W: El cambio de cultura impulsó la calidad y le ganó el reconocimiento “Great Place to Work”

Banco W: El cambio de cultura impulsó la calidad y le ganó el reconocimiento “Great Place to Work”

Durante la transición — de institución microfinanciera a banco — que el Banco W de Colombia experimentó en 2012,...

By Natalia Gomez
Cambiando la cultura interna para facilitar la transición desde una institución orientada al crédito hacia una centrada en el ahorro

Cambiando la cultura interna para facilitar la transición desde una institución orientada al crédito hacia una centrada en el ahorro

Cambiar la cultura del personal para promover productos nuevos de manera efectiva en una institución microfinanciera (IMF) puede ser...

By Kelly Nguyen
Three Steps (and One BFF) for a Perfect Bank-Fintech Match

Three Steps (and One BFF) for a Perfect Bank-Fintech Match

For many financial institutions today, going digital has the potential to unlock new market segments, streamline operations, cut risks...

By Maelis Carraro
Banco W’s Culture Change Boosted Quality, Won Admiration as a “Great Place to Work”

Banco W’s Culture Change Boosted Quality, Won Admiration as a “Great Place to Work”

As Colombia’s Banco W was transitioning from a microfinance institution to a bank in 2012, newly-arrived Chief Executive Officer...

By Natalia Gomez
Changing Internal Culture to Smooth the Transition from Pure Lending to Savings
Digital Financial Services |

Changing Internal Culture to Smooth the Transition from Pure Lending to Savings

Changing staff culture in order to effectively promote new products at a microfinance institution (MFI) can be nearly as...

By Kelly Nguyen
Gallup Survey Shows Financial Security and Control Rises with Financial Inclusion, But Not Equally or for All
Financial Health |

Gallup Survey Shows Financial Security and Control Rises with Financial Inclusion, But Not Equally or for All

In the pursuit of solutions to persistent...

By Ashirul Amin PhD
Designing for Data: Creating a User-Friendly Dashboard to Analyze Product Profitability
Digital Financial Services |

Designing for Data: Creating a User-Friendly Dashboard to Analyze Product Profitability

Most financial institutions recognize that data should lie at the heart of strategic decision-making. With technology playing an increasingly...

By Gabriela Zapata Alvarez
Pioneering Cashless Microfinance in Bangladesh
Digital Financial Services |

Pioneering Cashless Microfinance in Bangladesh

As part of the OPTIX project, funded by MetLife Foundation and run by BFA Global, SAJIDA started exploring options...

By BFA GLOBAL