Financial inclusion measurement for regulators: survey design and implementation
Developing a strategy for gathering financial inclusion data. This report informs financial policymakers and regulators on how to use different kinds of surveys to develop a strategy for gathering financial inclusion data.
Having updated information about financial inclusion levels is important for devising relevant policy approaches to further deepen financial sector outreach. Interest in collecting such data is increasing, resulting in the development of a number of cross-country and country-specific data collection strategies. The report presents various strategies and weighs their advantages and disadvantages. Choice of strategy depends on the financial resources and skills available.
They include:
• Leveraging already available data sets;
• Modifying existing surveys to include new questions on financial inclusion;
• Designing and implementing a new financial survey.
The report systematically takes the reader through a decision-making process to determine the appropriate research strategy. It demonstrates how financial inclusion data can be used, what survey techniques can be used to collect relevant data, and finally how to balance informational needs with resource availability.
