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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.

 

Global Forum Speakers

 

  • Aigboje Aig-Imoukhuede, Group Managing Director/CEO, AccessBank Plc
  • Ajay Banga, CEO, MasterCard Worldwide
  • Alexia Latortue, Assistant Deputy Secretary for International Development Policy, US Treasury
  • Alok Prasad, CEO, Microfinance Institutions Network
  • Andrea Levere, President, Corporation for Enterprise Development
  • Anil Aggarwal, Chairman & CEO, Money 2020
  • Anna Zelentsova, Co-Chair, Global Partnership for Financial Inclusion, and Coordinator, National Financial Literacy Project
  • Arjuna Costa, Investment Partner, Omidyar Network
  • Bill Gajda, Global Head of Strategic Partnerships, Visa, Inc.
  • Bill Sheedy, Global Executive, Corporate Strategy, M&A, Government Relations and Europe, Visa, Inc.
  • Bindu Ananth, President, IMFR Trust
  • Bob Annibale, Global Head, Citi Microfinance & Community Development, Citi
  • Carlos López-Moctezuma, Global Director for Financial Inclusion, BBVA
  • Cherie Blair, Founder, the Cherie Blair Foundation for Women
  • Diana Taylor, Managing Director, Wolfensohn Fund Management LP
  • Duvvuri Subbarao, former Governor of Reserve Bank of India
  • Dylan Higgins, CEO, Kopo Kopo Inc.
  • Edward Effah, Managing Director, Fidelity Bank
  • Elisabeth Rhyne, Managing Director, the Center for Financial Inclusion at Accion
  • Elly Ohene-Adu, Head of Banking Department, Bank of Ghana
  • Faisel Rahman, Managing Director, FairFinance
  • Gino Picasso, CEO,  GloboKasNet
  • Gregory Keough, CEO, Mobile Financial Services
  • Imelda Nicolas, Chairperson of the Commission on Filipinos Overseas
  • Isaac Awuondo, Group Managing Director, CBA
  • Jason Karaian, Senior Europe Correspondent, Quartz
  • Jean-Claude Masangu Mulongo, Former Governor, Banque Centrale du Congo
  • Jeffrey Stewart, CEO & Co-Founder, Lenddo
  • Jim Roth, Co-founder and Partner, LeapFrog Investments
  • Jojo Malolos, Managing Director, Cignifi
  • Jonathan Rosenthal, International Banking Editor, The Economist
  • Kamal Quadir, CEO, bKash
  • Kate McKee, Senior Adviser, CGAP
  • Kennedy Bungane, Chief Executive: Regional Management and Strategy, Barclays Africa Group
  • Luis Gallegos, Permanent Representative of Ecuador to the United Nations Office at Geneva
  • Mariela Zaldivar, Manager of Products and Client Services, Superintendencia de Banca, Seguros y AFP de Peru
  • Mark Hookey, Founder, Demyst.Data
  • Martyn Parker, Chairman, Global Partnerships, Swiss Re
  • Michael Corbat, CEO, Citi
  • Michael Schlein, President & CEO, Accion
  • Michel Khalaf, President, EMEA MetLife, Inc.
  • Michel Losembe, CEO, Banque International pour L’Afrique du Congo (BIAC); President, Association of Congolese Banks
  • Monica Brand, Principal Director, Frontier Investments Group, Accion
  • Nick Hughes, Director of Strategy, M-KOPA
  • Oscar Graham, General Director of the Financial Markets and Provisional Funds Division, Ministry of Finance and Economics, Peru
  • Pamela Flaherty, President & CEO, Citi Foundation
  • Rachel Schneider, Senior Vice President, Insights & Analytics, CFSI
  • Sendhil Mullainathan, Professor of Economics at Harvard
  • Sital Patel, Reporter, MarketWatch
  • Talya Bosch, Vice President, Social Ventures, Western Union
  • Tilman Ehrbeck, CEO, CGAP
  • Tine Wollebekk, Vice President, Telenor Financial Services
  • Tony Goland, Director, McKinsey & Company
  • Veena Mankar, Managing Director, Swadhaar FinServe