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FINANCIAL INCLUSION 2020

Recent FI2020 Publications

FI2020 Progress Report

(October 2015) In the FI2020 Progress Report, we present our assessment of progress toward global financial inclusion through the lens of five topics: Addressing Customer Needs, Client Protection, Credit Reporting & Data, Financial Capability, and Technology. The report provides a qualitative and interactive assessment of who is doing what, celebrating the most significant accomplishments, and highlighting the gaps that constitute the agenda for the coming years. We’ve started each topic of conversation with a scorecard between 0 and 10. We invite you to use the interactive feature on the website to cast your own vote and compare your scores to ours.

FI2020 E-Zine: Three Essential Debates

(August 2015) Will microfinance continue to be relevant in 2020 and beyond? Should regulators or the industry lead on client protection? Will data analytics replace traditional credit reporting systems? A new Financial inclusion 2020 e-magazine explores these three essential questions debate-style, tapping industry leaders from around the world to weigh in with their perspectives.

By the Numbers: Benchmarking Progress Toward Financial Inclusion 

(June 2015) CFI’s quantitative review of the current status of financial inclusion globally, which relies on the two Findex datasets supplemented by data from the EIU Global Microscope 2014, UN, World Development Indicators, IMF, Alliance for Financial Inclusion, and the GSMA State of the Industry.

Aging and Financial Inclusion: An Opportunity (PDF)

(January 2015) Written in partnership with HelpAge International, this report examines the unmet financial needs of the rapidly growing global aging population, particularly in the developing world. The purpose of this report is to highlight the barriers and opportunities related to financial services in older age and throughout the aging process, a relatively neglected area of study.

FI2020 Roundup 2014 E-Zine

(November 2014) One year since Financial Inclusion 2020 Global Forum, CFI is taking this moment to review how the drive for financial inclusion is faring. With this e-zine we bring you highlights of the past 12 months from around the financial inclusion world – new ventures, milestones, and ongoing debates. Inside, you’ll find a snapshot of progress in each of our five “Roadmap to Inclusion” areas, from technology-enabled business models to consumer protection.

 
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Get Involved

There are many ways to engage with FI2020, ranging from sponsorship opportunities to outreach leadership, and more. Please contact Allyse McGrath at This e-mail address is being protected from spambots. You need JavaScript enabled to view it  for more information.

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Sponsorship Opportunities

Financial Inclusion 2020 is accepting grants and in-kind donations to support our activities in 2014 and beyond. A central goal of FI2020 is to engage key public and private stakeholders across sectors and with global diversity. Please contact Allyse McGrath at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it  with any questions.

Outreach

Become an Outreach Partner

Outreach Partners play a key role in Financial Inclusion 2020 by supporting our efforts to obtain feedback from key stakeholders on the draft recommendations in the Roadmap to Financial Inclusion. The role can be tailored to the profile of a prospective partner and will include one or more of the following:

  • Advise on how to best engage with key stakeholder groups in financial inclusion, whether in the public or private sector.
  • Provide feedback on the draft recommendations in the Roadmap to Financial Inclusion.
  • Support outreach to respective organizations and/or additional stakeholders to obtain feedback on the draft recommendations in the Roadmap to Financial Inclusion.

Engage with the FI2020 Blog Series

The FI2020 blog series shares insights emerging from Financial Inclusion 2020 and spotlights financial inclusion insights and innovations from around the world.

How can you get involved?

  • Promote FI2020 blog posts through your respective social media channels. On Twitter, please use hashtag #FinancialInclusion2020
  • Cross-post an FI2020 blog post on your blog, or suggest a post you would like us to cross-post on our blog
  • Write a guest post: You, or someone in your network or organization, can write a guest postt either highlighting an innovative project(s), partnership(s), research, or product(s) to advance financial inclusion or in reaction to the draft recommendations of the Roadmap to Financial Inclusion or the Mapping the Invisible Market Data Explorer or Country Profiles tools and publications. 

Blog posts should be between 500-850 words, have a personal touch, and be focused on a few insightful points. Please reference existing posts in the FI2020 series for guidance.

If you wish to engage with the FI2020 blog series, please contact Allyse McGrath at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Mapping the Invisible Market

Mapping the Invisible Market’s two interactive data tools -- Data Explorer and Country Profiles -- explore past, current, and projected trends in financial inclusion and other related topics such as demography and income.

We encourage you to:

  • Send us your Data Explorer snapshots.
  • Take screen shots of the cool graphs you create and send these to us together with a short blurb analyzing the data. We would like to share these via social media and on our website. Click here for how to take a screen shot on Windows and here for a Mac. Here is a blog post outlining how to use both tools.
  • Write a blog post. Do you want to explore the graphs you created in depth and share your insights with us and the public? Then, write a blog post for us! Information on blogging for the FI2020 series can be found here. Here is an example of a blog post that incorporates the Data Explorer.