Perspectives in Digital Transformation: Financial Inclusion

Overview

Are you interested in learning how digital transformation is driving the financial sector in Latin America and the Caribbean? This course will help you identify challenges and opportunities that digitalization can offer in the industry. Along with IDB Invest Specialists and private sector experts, you will learn firsthand about the tools and best practices that illustrate the potential of digital solutions. By the end of the course, you will understand the potential of digitalization for financial entities in Latin America and the Caribbean, and how this transformation can support financial inclusion.

Syllabus

Module 1: Financial Inclusion: Challenges and Opportunities for supply and demand

This section introduces the course by outlining its objectives, structure, and assessments. It includes a welcome video, a Participant Guide for navigation, details on evaluation methods, and introduces the course team. As part of this introuctory module, we will also review the current situation of Financial Inclusion in Latin America and the Caribbean, examining the impact of connectivity through mobile phone access, coverage, and the Internet. We will also offer an introduction to diverse paths towards digital transformation within the inclusive finance ecosystem.

Module 2: Trends and solutions impacting the inclusive financial ecosystem

In this module, you will learn to identify opportunities for collaboration between financial entities and other stakeholders to promote inclusion in the financial sector. Additionally, you will discover how data analysis opens doors to innovation and optimization in inclusive finance, and you will understand the importance of designing financial products focused on the real needs of people, significantly improving their user experience.

Module 3: Charting the roadmap for entities in the inclusive finance ecosystem

In this final module, we will focus on the task of charting the path toward digital transformation for entities within the inclusive finance ecosystem. To do this, we will begin by identifying the key stages of a roadmap designed specifically to facilitate this process in the ecosystem. Additionally, we will provide a digital maturity self-assessment tool, developed by IDB Invest, which will allow you to identify your path toward digital transformation and how to progress in the future.