Vision Report

The Inclusive Finance Imperative

Vision: Deliver Shared Value And Build Trust With Inclusive Finance

May 13th, 2022
With contributors:

Summary

Inclusive finance — equitable access to affordable and valuable financial products and services — is a huge opportunity for financial services firms to deliver shared value and build trust. The COVID-19 pandemic has exacerbated financial exclusion globally, and financial services firms face pressure to tackle sustainability. This report helps financial services executives identify the drivers of financial exclusion and devise an action plan to deliver suitable, accessible, fair, and equitable (SAFE) financial products and services.

Want to read the full report?

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.