Frances Fraser, Positive Planet, South Africa, The Role of Savings Groups in Building Assets and...
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2/21/22 1 #18MCSummit Financial education in Savings Groups: The case of SaveAct Abu Dhabi, March 2016
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Transcript of Frances Fraser, Positive Planet, South Africa, The Role of Savings Groups in Building Assets and...
3/11/2016 1
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Financial education in Savings Groups: The case of
SaveActAbu Dhabi, March 2016
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Embedded financial education
Financial education that makes business sense
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Understand the different needs of stakeholders in the ecosystem to ensure
sustainability
Customers
Institution
Touch points
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Financial education in SaveAct
Applying the embedded approach in the context of savings groups
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Lessons learntFor all institutions adopting financial education as part of their value proposition
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Lessons learnt1. Invest in understanding
the needs and context2. Training and coaching
the trainers – critical success factor
3. Participative approach to developing the solution enhances the buy-in
4. Create the right incentives for staff and members
5. Simple monitoring tools possible and valuable
6. It takes time – be patient7. Not a silver bullet – it
forms part of an holistic solution
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Contact details
Frances FraserOperations [email protected]
Chloe JacquinFinancial Education [email protected]
