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Montando (el) cohete hacia las microfinanzas digitalizadas
Montando (el) cohete hacia las microfinanzas digitalizadas
Una examinación de las experiencias de los clientes con créditos sin efectivo y la recaudación de ahorros en Bangladesh
Maelis Carraro
Oct 16, 2018
Tres pasos (y un mejor amigo) para encontrar la relación fintech-banco perfecta
Tres pasos (y un mejor amigo) para encontrar la relación fintech-banco perfecta
Para muchas instituciones financieras dar el salto a la tecnología digital tiene el potencial de abrir nuevos segmentos de mercado…
Maelis Carraro
Oct 16, 2018
Una aplicación digital, una conversación y una nueva cuenta: un novedoso enfoque desde el cual…
Una aplicación digital, una conversación y una nueva cuenta: un novedoso enfoque desde el cual…
“¿Cuánto dinero cree la gente que debe tener ahorrado para casos de emergencia? ¿Es ese monto distinto al que necesitan para la educación…
Ashirul Amin
Oct 14, 2018
An App, a Conversation and a New Account: A Novel Approach to Talking About and Tailoring Term…
An App, a Conversation and a New Account: A Novel Approach to Talking About and Tailoring Term…
Reverse engineering the loan officer-client conversation provides key insights
Ashirul Amin
Oct 1, 2018
Riding (the) Rocket to Digitized Microfinance
Riding (the) Rocket to Digitized Microfinance
A review of customers’ experiences with cashless loan and savings collections in Bangladesh
Maelis Carraro
Sep 11, 2018
Diseñando datos: Creación de un tablero de negocio amigable para analizar la rentabilidad de…
Diseñando datos: Creación de un tablero de negocio amigable para analizar la rentabilidad de…
Por Jorge Hernández y Gabriela Zapata
Gabriela Zapata Alvarez
Aug 21, 2018
Banco W: El cambio de cultura impulsó la calidad y le ganó el reconocimiento “Great Place to Work”
Banco W: El cambio de cultura impulsó la calidad y le ganó el reconocimiento “Great Place to Work”
Durante la transición — de institución microfinanciera a banco — que el Banco W de Colombia experimentó en 2012, el recién llegado…
Natalia Gómez
Aug 6, 2018
Cambiando la cultura interna para facilitar la transición desde una institución orientada al…
Cambiando la cultura interna para facilitar la transición desde una institución orientada al…
Cambiar la cultura del personal para promover productos nuevos de manera efectiva en una institución microfinanciera (IMF) puede ser casi…
Kelly Nguyen
Aug 6, 2018
Three Steps (and One BFF) for a Perfect Bank-Fintech Match
Three Steps (and One BFF) for a Perfect Bank-Fintech Match
Going digital has the potential to unlock new market segments, streamline operations and cut risks.
Maelis Carraro
Aug 3, 2018
Banco W's Culture Change Boosted Quality, Won Admiration as a "Great Place to Work"
Banco W's Culture Change Boosted Quality, Won Admiration as a "Great Place to Work"
OPTIX and Banco W collaborated on a training program for the entire salesforce to encourage cross selling.
Natalia Gómez
Jul 17, 2018
Designing for Data: Creating a User-Friendly Dashboard to Analyze Product Profitability
Designing for Data: Creating a User-Friendly Dashboard to Analyze Product Profitability
OPTIX has created user friendly dashboards for Acreimex which they are using to analyze product profitability.
Gabriela Zapata Alvarez
Jun 26, 2018
Changing Internal Culture to Smooth the Transition from Pure Lending to Savings
Changing Internal Culture to Smooth the Transition from Pure Lending to Savings
Staff Culture Change: Effective way of promoting new products in microfinance institutions (MFIs)
Kelly Nguyen
Jul 5, 2018
Gallup Survey Shows Financial Security and Control Rises with Financial Inclusion, But Not Equally…
Gallup Survey Shows Financial Security and Control Rises with Financial Inclusion, But Not Equally…
[This post has been updated with a postscript on July 27, 2018.]
Ashirul Amin
Jun 29, 2018
‘Cross-sell Done Well’: How One Finance App Found a Balance Between Digital and Human Touch
‘Cross-sell Done Well’: How One Finance App Found a Balance Between Digital and Human Touch
An Opportunity for Efficiency: The FAS App that Identifies Regular Savers and does Savings and Credit Products Simulation
Ashirul Amin
Apr 11, 2018
Is Mobile Money Killing Off the Group Microfinance Model (And Would That Be Such a Bad Thing)?
Is Mobile Money Killing Off the Group Microfinance Model (And Would That Be Such a Bad Thing)?
In the summer of 2017, SAJIDA Foundation, an NGO and microfinance provider in Bangladesh, made a bold decision — it was going to make an…
Ashirul Amin
Feb 14, 2018
How SAJIDA Foundation Practically Doubled Customer Uptake of Savings Accounts Using Evidence-Based…
How SAJIDA Foundation Practically Doubled Customer Uptake of Savings Accounts Using Evidence-Based…
Afsana works at a garment factory in Dhaka and has two young daughters. She recently opened an Astha term deposit account with SAJIDA…
Ashirul Amin
May 23, 2017
Using Evidence to Optimize Savings and Loan Payment Channel Choices
Using Evidence to Optimize Savings and Loan Payment Channel Choices
By Maelis Carraro and Justin Grider
BFA
Jun 4, 2018
Can Tech Humanize Microfinance? An Unexpected Benefit of Going Digital
Can Tech Humanize Microfinance? An Unexpected Benefit of Going Digital
How humanizing technology can be full of surprises and complement micro-finance institutions as they plan to go digital?
Kelly Nguyen
Apr 6, 2018
Potential for Mobile Money in Vietnam
Potential for Mobile Money in Vietnam
Co-authored with Ashirul Amin & Laura Cojocaru
Kelly Nguyen
Dec 7, 2017
Mobile Money Meets Microcredit: Three Key Decisions in Taking a Concept from Design to Pilot
Mobile Money Meets Microcredit: Three Key Decisions in Taking a Concept from Design to Pilot
By Ashirul Amin and Sushmita Meka
BFA
Oct 11, 2016
Mobile Money Meets Microcredit: Creating an Evidence-Based Cross-Sell Strategy
Mobile Money Meets Microcredit: Creating an Evidence-Based Cross-Sell Strategy
By Kristy Bohling and Kelly Nguyen
BFA
Nov 21, 2016
‘Stealthy’ Saving: Building on Payroll Credit to Automate Savings
‘Stealthy’ Saving: Building on Payroll Credit to Automate Savings
Basic savings accounts are essential to helping people build assets, and they’re the first step in building a relationship with customers
Gabriela Zapata Alvarez
Apr 22, 2018
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