Financial inclusion measurement for regulators: Survey design and implementation

Having appropriate and up-to date information about levels and trends of financial inclusion is a critical first step towards devising relevant policy approaches to further deepen the reach of the financial sector.

This report aims to inform financial policymakers and regulators on how to develop a strategy for gathering financial inclusion data using surveys of different kinds. Depending on the financial resources and skills available, as well as stakeholder appetite for data, these strategies can range from simply leveraging already available data sets, to modifying existing surveys to include new questions on financial inclusion, or even to designing and implementing a new financial survey. In this report, we weigh the advantages and disadvantages of each approach.