Accion Global Advisory Solutions

Accion Global Advisory Solutions

Accion Global Advisory Solutions partners with financial service providers around the globe to better meet the financial needs of underserved individuals and small businesses. Leveraging innovations in technology and financial services, we provide strategic and operational support to our partners to help them remain the providers of choice in their dynamic markets.

Our service offerings

customer-centric, data-driven, tech-enabled solutions

We focus on key areas that help maximize financial service providers’ impact. Our team delivers advisory support from planning and implementing, to reaching scale through five integrated service offerings.

The sustainable growth of financial institutions depends on leveraging new ideas, technologies, and partnerships. By leading our partners through collaborative and iterative strategy sessions and advising leadership on new business models, we help institutions establish new growth strategies in a swiftly evolving and competitive landscape.

Customer-centric products and services create value for customers, encourage product usage and builds long-term engagement. We design and implement customer-centric products and services through the use of human-centered design and data analytics.

We help financial institutions offer greater convenience to customers by enabling them to interact wherever they are, whenever they want and over whichever channels they choose such as mobile banking, agent networks, and point of sale services. We help institutions provide support through digital technologies such as chatbots and commonly used mobile applications such as WhatsApp.

Minimizing risk while optimizing growth represents a big challenge for financial institutions serving the underbanked. We create innovative risk management frameworks, tools, and underwriting techniques, including the use of machine learning algorithms to assess traditional and alternative data resources, to help financial institutions manage risk and leverage data efficiently.

Creating efficiencies in internal processes is key to lowering operational cost and offering high-quality products to customers. We help financial institutions streamline operations, select and implement the appropriate technologies, and build internal capacity, thereby accelerating their digital transformation.

It was always good to have best practices which were used internationally as a sounding board to identify what to do in India. We had all the India knowledge and the Indian context and Accion brought the best practices that they were using internationally. It was an ideal combination for us to be able to develop our own processes, procedures, and policies.
Veena Mankar, Founder and Chairperson of Swadhaar

Our team

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Victoria White

Managing Director, Accion Global Advisory Solutions

Amit Gupta

Senior Manager, Credit and Business Processes

Amy Stewart

Director, Customer Strategy and Digital Products

Andrés Calderon

Vice President, Risk and Credit Analytics

Dandan Wang

Senior Project Manager, China Management

Gift Mahubo

Senior Director, Operations and Technology

Gonzalo Gonzalez

Vice President, Global Advisory Solutions | CEO, DAWN Microfinance

Iain Brougham

Director, Digital Transformation

Juan Alberto Alberto

VP & Program Manager, Credit and Business Processes

Julio Pinzon

Senior Manager, Risk and Credit Analytics

Kathleen Yaworsky

Director, Data Strategy and Insights

Kwashie Agbitor

Senior Manager

Leonardo Tibaquira

Senior Manager, Customer Strategy

Liza Guzman

VP & Program Manager, Customer Strategy

Maria Camila Gomez Silva

Vice President, Latin America Program Management

Melissa Baez

Vice President, Global Program Management

Mona Kapoor

Senior Director, Digital Strategy and Transformation

Nino Mesarina

Former Vice President, Customer Strategy and Product Development

Prateek Shrivastava

Vice President, Digital

Priya Punatar

Manager, Customer Insights and Industry Engagement

Ricardo Calvo

Former Vice President, Credit & Business Processes

Sandra Calderon

Director, Digital Strategy and Channels

Savoeung Chann

Shweta Pereira

Senior Director, Customer Strategy

Uriel Zuluaga

Senior Director, Credit and Business Processes

Valérie Kindt

Vice President & Program Manager

Yanina Seltzer

Senior Director, Design and Innovation

Yiran Lu

Specialist, China Program Management

Devika Misra

Senior Specialist, Risk and Credit Analytics

Emma Morse

Manager, Special Projects

Luis Alberto Merchan

Manager, Risk and Credit Analytics, Latin America

María Belén Garrett

Specialist, Latin America Program Management

Raliat Sunmonu

Senior Director, Africa Program Management

Robin Brazier

Specialist, Program Management and Operations

Scott Stefanski

VP & Program Manager, Digital Strategy and Product Innovation

Tannaz Daruwalla

Senior Specialist, Customer Engagement

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