A Change in Behavior: Innovations in Financial Capability

This report—funded by JPMorgan Chase & Co and produced by the Center for Financial Inclusion at Accion assesses—the global landscape of financial capability innovations, with special focus on India and Mexico. Highlighting a trend in its early stages, it explores how organizations are tying financial capability interventions more closely to customer behavior, especially at critical decision-making moments, such as when signing up for and using financial products. Expansion of this approach, which is growing, will require creative ideas beyond the traditional financial education that still dominates the scene, and greater involvement by providers, who are uniquely placed to meet clients at critical decision moments.

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