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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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Global Forum Disability Sessions

ForumG3ICT

Exploring Accessible Microfinance Solutions for All

There are several emerging changes that are shaping, and in some way revolutionizing, the way individuals access financial and banking services in the world. The evolution has many flavors. Depending on where you live, services vary, delivery channels can either be extensive or very limited, security either enables or creates challenges, and the use of digital and mobile solutions can either hinder or increase access for all. Policies like the United Nations Convention for the Rights of Persons with Disabilities (CRPD) and many Human Rights play a big role in our ability to serve our microfinance clients and often influence, and at times dictate, what can be achieved to promote accessibility and independence. Most importantly, if there is lack of understanding between service providers and service users, all attempts to improve the customer experience can fall short or miss the expected outcome altogether. This can result in increased costs to achieve accessibility, lost revenues, unsatisfied customers, and a negative or potentially dangerous impact on privacy and security.

Sunday evening, October 27 from 19:00 – 21:00 (7:00pm – 9:00pm): An interactive networking and social gathering:

Through an interactive networking and a "town hall" style discussion, disability and business leaders were invited to share their experiences, discuss challenges, and speak about strategies or ideas that should be explored. Participants were encouraged to provide insights on the challenges they face when accessing financial services and adopting accessible solutions. This was a unique opportunity for Global Forum participants and disability leaders to have a candid discussion to gain a better understanding of what solutions may have a positive impact on inclusion.

Monday morning, October 28, 8:00 – 10:30: An informative exploration of what accessibility practices are being adopted and explored globally:

An international panel comprised of distinguished subject matter experts and leaders discussed the economic impact of inaccessible solutions, how it affects us all, and what is being done globally to close the accessibility gap. We discussed how financial service providers, IT providers, and persons with disabilities can work together to achieve digital equality and gain a better understanding of how to increase accessibility in this particular area of financial soundness and stability. 

Presentations:

Meeting Organizers:

Pina D’Intino, Senior Manager, Scotiabank and Chair of Accessible Financial Services, G3 ICT
Joshua Goldstein, Principal Director for Economic Citizenship & Disability Inclusion, Center for Financial Inclusion at Accion
Axel Leblois, President and Executive Director, Global Initiative for Inclusive ICTs
Steve Webb, Business and Partnership Development Executive, Royal National Institute for Blind People (RNIB)

Speakers:

Daniela Bas, Director, Division for Social Policy and Development (DSPD)
Tanya Barron, Chief Executive Officer, Plan UK
Flavia Bwire,  Program Coordinator, Micro Finance and Disability Program, Association of Microfinance Institutions, Uganda (AMFIU)
Ambassador Luis Benigno Gallegos, Permanent Representative of Ecuador to the United Nations Office in Geneva
Nora Groce, Director and Leonard Cheshire Chair, Leonard Cheshire Disability and Inclusive Development Centre,  University of London
Jutta Treviranus,  Director, Inclusive Design Research Centre (IDRC) and Professor in the Faculty of Design at OCAD University in Toronto
Graeme Whippy, Senior Manager, Group Disability Programme, Lloyds Banking Group

Participant List:

Brian Clancy, Chair, Advisory Council , Center for Financial Inclusion at Accion
Martin Coppack, Technical Specialist: Consumer Engagement, Financial Conduct Authority (FCA)
Mike Davies, Head of Programme Development, CBM
Elaine Draper, Head of Process Transformation, Barclays
Chris Fitch, Research Fellow, Royal College of Psychiatrists
Val Harris, Independent Disability Consultant
Francis Jackson, Consumer and Markets Intelligence, Financial Conduct Authority (FCA)
Neil Johnson, Policy Adviser, Financial Services, MacMillan Cancer Support
Tina Lannin, Founder and CEO, 121 captions
Anne Leymat, Technical Advisor, Livelihoods, Handicap international
Alexander (Sandy) Macdonald,  Head of Sustainability, Standard Life
Hugo Middlemas, Director of Fundraising, Leonard Cheshire Disability
Léonora Miles, Policy Adviser, Financial Services, Macmillan Cancer Support
Alexandra Posarac, Head of Disability, World Bank
Neil Shadbolt, Customer Diversity Manager, HSBC
Thorkil Sonne, Founder,  Specialist People Foundation
Oliver Stevenson, Citizenship & Consumer Affairs, Barclays
Kathryn Townsend, Strategic Transformation Leader – Accessibility, Barclays Bank
Peter Tutton, Head of Policy, Step Change Consumer Credit Counselling Service