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What We Do

Building Financial Capabilities and Strengthening Institutions Through Customer-Centered Innovations

Enhancing financial customer engagement by building their capability

About

Launched in February 2018, in partnership with MetLife Foundation, this project aims to enhance financial customer engagement by building their capabilities.

CFI is taking the lead on activities in Eastern Europe, partnering with Microfinance Centre, a regional microfinance resource center and network of organizations in Europe and Central Asia, to develop and promote digital tools that FSPs can use to diagnose clients’ financial health, identify gaps, and develop actionable plans to improve financial well-being. Collaboratively with the Accion Global Advisory Solutions team, CFI is also working in Latin America to tackle challenges that keep low-income people from fully utilizing financial services. After initial workshops in Argentina, Chile, and Mexico, we will select six FSPs to design, test, and implement innovations that drive usage and improve financial capabilities.

Featured Blog

Insights into the drop in financial product usage in Mexico

Why Aren’t People Saving Money in Mexico?

Customer research offers insights into the drop in financial product usage.

CFI, Accion and the Microfinance Centre teams collaborate on a financial capability app for financial service providers in Eastern Europe and Central Asia, 2018.

Latest Work

View All
Blog Post • May 01, 2019
Dinars vs. Euros: Financial Health and the Multiple Currency Dynamic
By Jacqueline Foelster
Blog Post • Apr 23, 2019
Four Reasons Focusing on Financial Capability Is Good Business
By Pablo Anton-Diaz & Yanina Seltzer
Blog Post • Jan 17, 2019
To Help Customers, Ask the Right Questions
By Priya Punatar
Blog Post • Jan 08, 2019
5 Reasons Small Merchants Aren’t Using Financial Services in Chile
By Priya Punatar
Blog Post • Jul 30, 2018
Why Aren’t People Saving Money in Mexico?
By Pablo Anton-Diaz
View All
Teams from CFI and the Microfinance Centre sketch concepts for financial capability tool.

Partners

We appreciate the support of our partners.

With support from MetLife Foundation, we are partnering with Microfinance Centre and Accion to implement this initiative in Eastern Europe and Latin America.

MetLife Foundation

MetLife Foundation was created in 1976 to continue MetLife’s long tradition of corporate contributions and community involvement. Since its founding through the end of 2017, MetLife Foundation has provided more than $783 million in grants and $70 million in program-related investments to organizations addressing issues that have a positive impact in their communities. In 2013, the Foundation committed $200 million to financial inclusion, and our work to date has reached more than 3.5 million low-income individuals in 42 countries. To learn more about MetLifeFoundation, visit metlife.org.

Microfinance Centre

The Microfinance Centre is a regional microfinance resource center and network. We unite 111 organizations (including 77 MFIs) across 36 countries of Europe, Central Asia and beyond, who together deliver responsible microfinance services to over 1,000,000 low-income clients.

Accion

Accion is a global nonprofit committed to creating a financially inclusive world, with a pioneering legacy in microfinance and fintech impact investing. We catalyze financial service providers to deliver high-quality, affordable solutions at scale for the three billion people who are left out of – or poorly served by – the financial sector. For more than 50 years, Accion has helped tens of millions of people through its work with more than 90 partners in 40 countries. More at http://www.accion.org.

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