Key Takeaways On Client-led Consumer Education and Transactions Analysis for Financial Inclusion

María Jaramillo, Guy Stuart, and Monique Cohen of Microfinance Opportunities highlight key takeaways from their presentation during After Hours Seminar #63, "Putting Clients at the Center: Designing and Delivering Effective Financial Services." In this video, Jaramillio and Stuart share lessons learned from their experiences increasing client uptake and usage of financial products through consumer education and transactions analysis. Cohen discusses their contributions in regards to financial inclusion.

Bio: María Jaramillo

María Jaramillo is responsible for the implementation of financial education programs that promote the adoption and use of branchless banking technologies, such as mobile phone banking and cards. Jaramillo also develops new partnerships for Microfinance Opportunities’ financial education programs in Latin America.

Bio: Guy Stuart

Guy Stuart is an independent consultant who conducts client-focused research for financial service providers interested in serving low-income individuals and households. He uses a variety of methods in his research, including financial diaries, participatory exercises, and data-mining of financial service providers’ own data.

Bio: Monique Cohen

Monique Cohen, founder and president of Microfinance Opportunities has more than 25 years of field experience and is widely regarded as one of the world’s leading experts on client and microfinance services. Cohen founded Microfinance Opportunities in 2002 to dive deep into the study of how low-income individuals manage money and risk, and to provide them with the training and confidence they need to make wise financial decisions.