Searching for metaphors of household financial management
This report summarises the intent, activities, outputs and key lessons from an ambitious program of field work which sought to capture vividly and succinctly the essence of how ordinary people think about the management of their money and resources.
Musings on money: The household money management model of mass market
This research report discusses how behavior is governed by perceptions and aspirations around financial goals, income patterns, and financial instruments. The paper ends with “ten governing rules” that the mass market segment considers intuitively when managing money.
Qualitative research tools for market research: Experiences from MetaMon research
In the recently conducted research on money management metaphor, we have modified some existing market research (including design research and ethnographic) tools to decipher the intuitive and spontaneous responses from the field.
BancoSol: Latin America’s First Commercial Microfinance Bank Part 1
In this video Jaime Zegarra, regional manager of BancoSol at El Alto in Bolivia talks about the ways in which the bank forms part of the community and connects with its clients. BancoSol is a true microfinance pioneer. As Latin America’s first commercial microfinance bank it has been much copied but never surpassed. Jaime says […]
Commissioned by IFC, MicroSave conducted the “South Asia Deposit Assessment” studies to increase understanding of the demand and supply of savings products among poor in Nepal. The reports highlight regulatory and operational challenges for financial institutions and mobile banking platforms that want to serve the low-income market.