Vision Report

The Inclusive Finance Imperative

Vision: Deliver Shared Value And Build Trust With Inclusive Finance

May 13th, 2022
With contributors:
Oliwia Berdak , Gina Bhawalkar , Zhi-Ying Barry , Jacob Morgan , Julie Ask , Carine Lam , Sam Bartlett


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.

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