Winclusivity is a boutique consulting firm with a mission to support financial institutions in their efforts to unlock growth and amplify impact with underserved customer segments such as women, youth, small businesses and rural populations. We work with organizations across the globe to design and implement data-driven and people-centric business practices to create meaningful value propositions that improve customer acquisition, experience, retention and well-being.
Our raison d'être
Financial services are essential for improving the quality of life, and access to these services is a basic right. Serving diverse customers well isn’t just a “good to do thing”—it’s a smart business move.
Many providers tend to focus on familiar and conventional segments perceived to have high purchasing power and digital adoption potential, such as urban high-earning males and large businesses. Legacy systems and traditional strategies may unintentionally overlook the potential of underserved segments. Organizations often face challenges in understanding the nuanced needs of these populations, which can limit their ability to effectively serve them.
From the customer’s view, financial services often fall short in meeting their unique needs. Products often lack flexibility, transaction costs are high, and customer experience does not align with their unique contexts and preferences.
To address this gap, organizations must start thinking differently because there is a business case. The question is not "if" but "how" to seize the opportunity with underserved customers and create win-win value propositions. That’s where we come in. We help organizations understand diverse populations and discover new problem-solving methods, design and launch inclusive solutions, strengthen capabilities, and demonstrate success.