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  • All HBS Web  (409)
    • News  (112)
    • Research  (184)
    • Events  (1)
    • Multimedia  (2)
  • Faculty Publications  (87)

Show Results For

  • All HBS Web  (409)
    • News  (112)
    • Research  (184)
    • Events  (1)
    • Multimedia  (2)
  • Faculty Publications  (87)
Page 1 of 409 Results →
  • March 2016
  • Teaching Note

MasterCard: Driving Financial Inclusion

By: Sunil Gupta
Since joining MasterCard (MC) in 2010, CEO Ajay Banga had made advancing financial inclusion (FI)—bringing formal financial services to marginalized populations—an important goal for the company. In 2014, MC had entered a number of partnerships with governments and... View Details
Keywords: Financial Inclusion; Banking; Equality and Inequality; Credit Cards; Developing Countries and Economies; Banking Industry; South Africa; Nigeria
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Gupta, Sunil. "MasterCard: Driving Financial Inclusion." Harvard Business School Teaching Note 516-068, March 2016.
  • October 2014 (Revised June 2016)
  • Case

MasterCard: Driving Financial Inclusion

By: Sunil Gupta, Rajiv Lal and Natalie Kindred
MasterCard CEO Ajay Banga was investing significant time and attention to increase financial inclusion among individuals with historically no access to banking or financial services in countries around the world with large underserved populations. The effort included... View Details
Keywords: Marketing; Financial Services; Financial And Social Return; Financial Inclusion; Strategic Management; South Africa; Nigeria; Ajay Banga; Marketing Strategy; Social Marketing; Financial Services Industry; Financial Services Industry; South Africa; Nigeria
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Gupta, Sunil, Rajiv Lal, and Natalie Kindred. "MasterCard: Driving Financial Inclusion." Harvard Business School Case 515-035, October 2014. (Revised June 2016.)
  • 29 Oct 2014
  • HBS Conference

Financial Inclusion

  • March 2022
  • Case

In Data We Trust: Be Mobile Africa and Furthering Financial Inclusion Across the African Continent

By: Lauren Cohen, Grace Headinger and Pierre Marchesseault
To Cédric Jeannot, leveraging technology to promote financial inclusion was personal. After no established financial institution would accept his technology platform to lower transaction costs for free, Jeannot launched FinTech company Be Mobile Africa in May 2020.... View Details
Keywords: Finance; Fintech; Emerging Market; Fundraising; Financial Inclusion; Strategy; Expansion; Management; Entrepreneurship; Personal Finance; Corporate Social Responsibility and Impact; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; Africa; Togo; Nigeria; Ghana
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Cohen, Lauren, Grace Headinger, and Pierre Marchesseault. "In Data We Trust: Be Mobile Africa and Furthering Financial Inclusion Across the African Continent." Harvard Business School Case 222-073, March 2022.
  • January 2018 (Revised February 2020)
  • Case

Financial Inclusion at Omidyar Network

By: Vikram S. Gandhi, Caitlin Lindsay Reimers Brumme and James Barnett
A team of investors at Omidyar Network explore two different investment possibilities in the budding financial inclusion space using their investment framework to consider capital alternatives available for both investments, each of which carries highly divergent... View Details
Keywords: Impact Investing; Micro Finance; Investment; Investment Return; Investment Activism; Investment Portfolio; Microfinance; Africa; Philippines
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Gandhi, Vikram S., Caitlin Lindsay Reimers Brumme, and James Barnett. "Financial Inclusion at Omidyar Network." Harvard Business School Case 318-004, January 2018. (Revised February 2020.)
  • March 2016
  • Case

M-Pesa: Financial Inclusion in Kenya

By: Rajiv Lal, Lisa Cox and Sarah McAra
M-Pesa, a mobile money transfer service launched in 2007 in Kenya by telecommunications company Safaricom, allowed people to send money via mobile messaging to contacts, such as friends and family, or even to pay for goods and services, such as groceries or a taxi... View Details
Keywords: Mobile Money Transfer; Market Transactions; Emerging Markets; Developing Countries and Economies; Mobile and Wireless Technology; Telecommunications Industry; Kenya
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Lal, Rajiv, Lisa Cox, and Sarah McAra. "M-Pesa: Financial Inclusion in Kenya." Harvard Business School Case 516-011, March 2016.
  • August 2020 (Revised August 2023)
  • Case

Nubank: Democratizing Financial Services

By: Michael Chu, Carla Larangeira and Pedro Levindo
Nubank, a wholly-digital solution created to disrupt Brazilian banking, with 6 million clients and a $4 billion valuation after five years, must decide whether to expand to Mexico. The company was founded in São Paulo in 2013 by Colombian-born David Vélez to seize what... View Details
Keywords: Fintech; Financial Inclusion; Digital Banking; Credit Cards; Banks and Banking; Disruption; Expansion; Growth and Development Strategy; Financial Services Industry; South America; Brazil; North America; Mexico
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Chu, Michael, Carla Larangeira, and Pedro Levindo. "Nubank: Democratizing Financial Services." Harvard Business School Case 321-068, August 2020. (Revised August 2023.)
  • September 2019
  • Teaching Plan

Financial Inclusion at Omidyar Network

By: Vikram S. Gandhi and James Barnett
Teaching Note for HBS No. 218-069. View Details
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Gandhi, Vikram S., and James Barnett. "Financial Inclusion at Omidyar Network." Harvard Business School Teaching Plan 320-018, September 2019.
  • September 2022
  • Case

BancoSol: Financial Inclusion in the Perfect Storm

By: Michael Chu and Carla Larangeira
In the pandemic, financial inclusion icon BancoSol faces a government-mandated year-long deferral of all loan payments, followed by the sudden Covid death of its CEO. In a Bolivia mired in political turmoil following a failed presidential election, with clients not... View Details
Keywords: Decision Making; Crisis Management; Management Succession; Business Strategy; Innovation Leadership; Risk and Uncertainty; Financing and Loans; Restructuring; Financial Services Industry; Latin America; Bolivia
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Chu, Michael, and Carla Larangeira. "BancoSol: Financial Inclusion in the Perfect Storm." Harvard Business School Case 323-023, September 2022.
  • 2017
  • Other Unpublished Work

Improving Financial Inclusion in South Africa

By: Klaus Kessler, Adam Ikdal, Euvin Naidoo, Adrien Portafaix, Joshua Hendrickson, Alex Boje and Darryn Rabec
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Kessler, Klaus, Adam Ikdal, Euvin Naidoo, Adrien Portafaix, Joshua Hendrickson, Alex Boje, and Darryn Rabec. "Improving Financial Inclusion in South Africa." Boston Consulting Group (BCG), April 2017.
  • 2015
  • Working Paper

Mobile Money Services—Design and Development for Financial Inclusion

By: Rajiv Lal and Ishan Sachdev
Mobile money services are being deployed rapidly across emerging markets as a key tool to further the goal of financial inclusion. Financial inclusion, the development of novel methods to enable individuals at the base of the pyramid to access formal financial services... View Details
Keywords: Social Marketing; Poverty; Emerging Markets; Product Launch; Economic Growth; Financial Services Industry
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Lal, Rajiv, and Ishan Sachdev. "Mobile Money Services—Design and Development for Financial Inclusion." Harvard Business School Working Paper, No. 15-083, April 2015. (Revised July 2015.)
  • 2019
  • Working Paper

Intelligent Design of Inclusive Growth Strategies

By: Robert S. Kaplan, George Serafeim and Eduardo Tugendhat
Improving corporate engagement with society, as advocated in the Business Roundtable’s 2019 statement, should not be viewed as a zero-sum proposition where attention to new stakeholders detracts from delivering shareholder value. Corporate programs for sustainable and... View Details
Keywords: Inclusion; Sustainability; Performance Measures; Environmental Sustainability; Social Issues; Strategy; Governance; Corporate Social Responsibility and Impact; Business and Stakeholder Relations
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Kaplan, Robert S., George Serafeim, and Eduardo Tugendhat. "Intelligent Design of Inclusive Growth Strategies." Harvard Business School Working Paper, No. 20-050, October 2019.
  • 2017
  • Other Unpublished Work

How to Create and Sustain Financial Inclusion

By: Klaus Kessler, Adam Ikdal, Euvin Naidoo, Adrien Portafaix, Joshua Hendrickson, Alex Boje and Darryn Rabec
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Kessler, Klaus, Adam Ikdal, Euvin Naidoo, Adrien Portafaix, Joshua Hendrickson, Alex Boje, and Darryn Rabec. "How to Create and Sustain Financial Inclusion." Boston Consulting Group (BCG), April 2017.

    How to Create and Sustain Financial Inclusion

    With Klaus Kessler, Adam Ikdal, Adrien Portafaix, Joshua Hendrickson, Alex Boje, and Darryn Rabec.  BCG, April 11, 2017. View Details
    • 15 May 2015
    • Working Paper Summaries

    Mobile Money Services-Design and Development for Financial Inclusion

    Keywords: by Rajiv Lal & Ishan Sachdev; Banking
    • September 2021 (Revised February 2024)
    • Teaching Note

    Migrante: Using Tech to Provide Financial Inclusion to Immigrants

    By: Boris Vallée and Mauricio Larrain
    Teaching Note for HBS Case No. 221-108. View Details
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    Vallée, Boris, and Mauricio Larrain. "Migrante: Using Tech to Provide Financial Inclusion to Immigrants." Harvard Business School Teaching Note 222-020, September 2021. (Revised February 2024.)
    • July 2021
    • Case

    Migrante: Using Tech to Provide Financial Inclusion to Immigrants

    By: Boris Vallee and Mauricio Larrain
    Keywords: Chile
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    Vallee, Boris, and Mauricio Larrain. "Migrante: Using Tech to Provide Financial Inclusion to Immigrants." Harvard Business School Case 221-108, July 2021.
    • 28 Feb 2023
    • Blog Post

    Celebrating Socioeconomic Diversity and Inclusion at HBS (Part 1)

    The week of February 27 to March 3 is the inaugural Socioeconomic Inclusion (SEI) Week. HBS will be participating in events that highlight and celebrate socioeconomic diversity and inclusion on campus. This... View Details
    • Web

    Socioeconomic Inclusion | MBA

    Socioeconomic Inclusion The socioeconomic backgrounds of our students reflect a dimension of diversity that adds depth and value to our classroom and student experiences. This includes diverse financial, social, and environmental contexts... View Details
    • March 2019 (Revised March 2023)
    • Case

    Accion's Fintech Strategy

    By: V. Kasturi Rangan, Michael Chu and Tricia Gregg
    Accion, an NGO, had been a pioneer in microfinance since its entry into that sector in the early 1970s. Its investments in Banco Compartamos paid off, when the microfinance bank went IPO in 2007, leaving an influx of $138 million for Accion. Under a new CEO, Michael... View Details
    Keywords: Fintech; Impact Investing; Financial Inclusion; Technological Innovation; Strategy; Strategic Planning; Performance Effectiveness; Non-Governmental Organizations; Microfinance; Financial Institutions; Business Growth and Maturation; Customer Focus and Relationships; Industry Growth
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    Rangan, V. Kasturi, Michael Chu, and Tricia Gregg. "Accion's Fintech Strategy." Harvard Business School Case 319-091, March 2019. (Revised March 2023.)
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