Introduction to Donaldson and Company
This document discusses opportunities for advancing financial inclusion through collaboration among stakeholders. It presents the World Bank's model of collaborative partnerships across multiple levels of government, industry, knowledge centers, and the global development community. The document also outlines opportunities to build knowledge for expanding access to affordable, available, secure, and convenient financial products and services through diverse channels and providers, enabled by technology, collaborative stakeholders, inclusive policies, and consumer awareness. It introduces the consulting firm Donaldson & Co. and their primary research project called "Project Sunrise" investigating financial management in an urban community in Thailand, inviting interest in sharing ideas, networking, and potential partnerships.
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Introduction to Donaldson and Company
- 2. Financial Inclusion represents… the basis for human empowerment. Health Education Employment For the poor, managing cash flows is complex. Achieving Financial Inclusion benefits us all. Image Source: The New Microfinance Handbook (2013), J. Ledgerwood
- 3. D&C Opportunity Area #1: Supporting Stakeholder Agendas World Bank’s Collaborative Diamond Model Generation 2.0 (2010-2020+) • Multiple levels of government • Peer -to-peer knowledge sharing National Governments • Proliferation of knowledge centres (i.e. CGAP, ACI) Industry • Wider, more diverse range of industry partners Beyond MFIs G20 Global Agenda Knowledge Centres/ Standard Setting Bodies Global Development Communities • DFIs, IFIs • Foundation/Donor partners Source: World Bank Group , 2011
- 4. D&C Opportunity Area #2: Knowledge-Building for the Future D&C Diamond of Discovery Generation 1.0 • • • • Products Affordability Availability Security Convenience Features • Diverse portfolio of products (i.e. payments, savings, insur ance, credit) Beyond Credit Key Enablers Technology Collaborative Stakeholders Inclusivity Awareness • Transparency • Consumer Protection Policy/ Regulatory Frameworks Source: Adaptation from Key Dimensions Analysis - World Bank Group , 2011 Channels • Multiple access points • Diverse providers of services • Financial Infrastructure
- 5. Our Team Who we are Jane Donaldson Sanjan Haque Our Doors of Opportunity • Primary Research (i.e. Project Sunrise) • Thought Leadership Development (i.e. Industry Points-of-View) • Environmental Analyses • Facilitation Services • Advisory Services Johannes Loh
- 6. Moving forward… Project Sunrise is a primary research investigation into how the residents of Khlong Toei manage their finances.
- 7. Peaked your interest? Please join our pursuit. Ideas/Knowledge Sharing • Research ideas? • Business ideas? • Sharing of industry expertise? Networking Partnerships • Introductions? • Invitations/links to industry events? • Access to stakeholders? • Sponsorship? • Opportunity development? jane@donaldsonandco.com
- 8. “Brilliance can be found in every corner if we stop and take a look.” - Author Unknown, Bangkok University Facebook Page jane@donaldsonandco.com