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Advisory Services

Meet the Experts

  • Amit Gupta

    Senior Manager, Credit and Business Processes

  • Amy Stewart

    Director, Customer Strategy and Digital Products

  • Archana Kejriwal

    Manager, Customer Engagement

  • Dandan Wang

    Senior Project Manager, China Management

  • Emma Morse

    Manager, Special Projects

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Risk and Credit Analysis

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Article

5 ways to help women entrepreneurs adapt during COVID-19

By Robin Brazier|Mar 4, 2021
Article

Three ways to ensure people aren’t left behind in the rush to go digital

By Michael Schlein|Feb 22, 2021
Article

Moving beyond “doomsday”: Inclusive finance in the time of COVID-19

By Esteban Altschul|Feb 3, 2021
Article

Finding a path to financial health in Chile, one step at a time

By Amy Stewart|Jan 28, 2021
Article

Forging a path ahead for the fintech community

By Matthew Schaar|Dec 17, 2020
Article

Opening opportunities for smallholder farmers in a changing climate

By Ashley Lewis & Federico Gomez Romero|Dec 14, 2020

From the Center for Financial Inclusion

CFI is an action-oriented think tank advancing financial inclusion through powerful leadership.

Accion and MetLife Foundation Announce Expanded Partnership to Advance Financial Inclusion

Go to CFI
Article

U.S. small business owners need innovative support in times of crisis

By Priya Punatar|Dec 10, 2020
Article

This year, I’m more thankful than ever for your dedication to helping the most vulnerable people

By Michael Schlein|Nov 24, 2020
Toolkits and Guides

How to create a board conflict of interest policy

Toolkits and Guides

Operational metrics and reporting: A guide to getting started

Webinar

Reimagining cyber risk for financial inclusion in an increasingly digital world

Nov 9, 2020
Article

This tool puts financial health first for microentrepreneurs in Mexico

By Leonardo Tibaquira|Oct 27, 2020
Article

Critical lessons from a survey of small businesses in India

By Emma Morse & Vishal Ajmera|Oct 22, 2020
Article

The first step to help small businesses go digital during COVID-19

By Emma Morse & Vishal Ajmera|Oct 21, 2020
Toolkits and Guides

The Micro, Small, and Medium Enterprise (MSME) Digital Maturity Assessment

Webinar

Edtech can close the digital divide in Latin America

Sep 25, 2020
Article

Built to last: How to turn innovative ideas into scalable products

By Amy Stewart|Sep 14, 2020
Brief

To succeed, innovative financial products must be desirable, feasible, and viable

By Priya Punatar & Amy Stewart|Sep 14, 2020