2014 Symposium on Financial Inclusion (SoFI) - Post-Symposium Report

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Title
2014 Symposium on Financial Inclusion (SoFI) - Post-Symposium Report
Author
Mastercard Foundation
Year
2014
Publication/Event Date
2014
Abstract
The 2014 Mastercard Foundation Symposium on Financial Inclusion (SoFI) centered on the theme “Clients at the Center”, emphasizing a client-centric approach in delivering financial services to underserved populations. Held in partnership with the Boulder Institute of Microfinance, the event brought together global practitioners, innovators, and thought leaders to explore the client journey—from first awareness of a product to long-term use. Key discussions highlighted the importance of building trust, understanding client needs, and tailoring products to support diverse life goals. The symposium also addressed new business models, the role of leadership in organizational change, and the debate between high-touch (personal) and low-touch (tech-driven) service delivery. Workshops focused on practical strategies like human-centered design and data use to improve client experiences. Ultimately, the event aimed to foster collaboration and inspire financial institutions to better align with the realities and aspirations of the world’s financially excluded populations.
Resource Subject
  • Systems Change
Event Name
2014 Symposium on Financial Inclusion (SoFI)
Keywords/Access Points
Client-centricity; Financial Inclusion; Trust; Human-centred Design; Low-touch vs. high-touch; Business Models; SoFI; Clients at the Center; Underserved Populations; Collaboration
Language
  • English
Special Collections
  • Symposium on Financial Inclusion (SoFI)
Archival Record ID
MFA.2024.0743