OPTIX Impact Videos

It might seem daunting but financial institutions can improve their product offerings and services to better serve customers on low incomes, and respond to their changing needs. Since 2015, OPTIX has helped four financial institutions – SAJIDA Foundation in Bangladesh, Banco W in Colombia, ACREIMEX in Mexico, and CEP in Vietnam – to help them deliver a range of products and services that are better tailored to customer needs and that can contribute to their improved financial health.

By helping them streamline and digitize processes, OPTIX has been able to help these institutions leapfrog into the hyper-digitized world. Whether it’s thinking about new ways to reach their customers or make lives easier for field staff or even establish successful external partnerships, together with our institutions, we have been able to reach over one million people in these countries.

The Future is Now: Strategies to Improve Financial Health

We knew the day we started the OPTIX project that it would be a long and challenging road ahead, as we had ambitioned ourselves to work with financial institutions in four different countries- SAJIDA Foundation in Bangladesh, Banco W in Colombia, Acreimex in Mexico, and CEP in Vietnam…Read more

Improving Financial Health of People in Bangladesh

Meet Mrs. Liza Khanam, who shows how she is using a loan repayment app and term deposit through SAJIDA to not just grow her business, but transform herself… Read more

Embracing Change Management to Better Serve Customers

OPTIX helped Banco W with staff training and facilitated a partnership with a fintech to help connect them more directly with their customers… Read more

Modernizing Finance with the Help of the Quant Guy

The Quant Guy walks us through the everyday struggles financial institutions go through as they try to transform and keep pace with change of their customers’ lives brought about by digitized world… Read more

Leapfrogging an MFI in Bangladesh from ‘Manual to Digital’

SAJIDA worked with BFA to embrace data-driven decision making and the digitization of key parts of its operations in ways that made it easier for their customers to do business with them… Read more

A Roadmap for More and Better Savings

The project worked with Acreimex to design a strategy informed in behavioral economics that allowed the customers to make an informed and easy decisions about their savings… Read more