Following the 2009 UPU-AFI conference on financial inclusion and postal banking, a forum on the development of postal financial services was held in Bern on the 23 April 2010. This event was targeting postal operators interested in developing financial services through their network. The presentations are made available below.
Development and management of financial services owned by the Post
Panel 1: Focus on the Kazakh and Korean models
The Development of Financial Services by Kazakhstani Post
Opening the postal network to numerous financial services providers
Panel 2: Focus on the Azerbaijani model
Azerpost Perspectives for Financial Services Providers
South Africa: Opening the Postal Network to Numerous Financial Services Providers
Partnerships between Posts and banks
Panel 3: Focus on the Brazilian model
Banco Postal: the Brazilian Post Bank
The report of the Forum, prepared by Hans Boon, is available here.
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Postal Financial Inclusion Workshop, November 9th-10th, 2009
On the 9 and 10 November 2009, a two-day conference on financial inclusion and postal banking, chaired by Joëlle Toledano, was held at the Universal Postal Union’s headquarters in Bern (Switzerland) with the support of an information exchange grant by the Alliance For Financial Inclusion (AFI). Presentations are made available below. You can also download the UPU-AFI Workshop Report (by Monika Kugemann) as well as Union Postale magazine coverage of the event.
FIRST SESSION: PERSPECTIVE
Financial inclusion policies across countries: a comparative approach analysis
Microfinance Policies: Key Aspects and Comparative Approach
By Mr. Ernesto Aguirre, Alliance For Financial Inclusion
SECOND SESSION: FIRST CASE STUDY
Brazil: the policy case for financial inclusion through the postal network
Correspondent banking and the financial system: an innovative regulatory framework
Correspondent Banking: Tools for Financial Inclusion and Development
By Mr. Luiz Edson Feltrim, Head of Correspondent Banking, Brazilian Central Bank
Initiating financial inclusion through the postal network – the policy case
By Mr. Fernando Miranda de Oliveira, Former Head Banco Postal, Correios
Serve-the-poor-first strategies: the business case for financial inclusion through the postal network
By Mr. José Nivaldo Ferreira, Head of Partnerships, Bradesco
The missing 50 million accounts
By Mr. Rodrigo Figuéiro de Andrade, Senior Manager Banco Postal, Correios
Financial inclusion and local economic development in Brazil: a quantitative evaluation of the impacts of Banco Postal
Financial inclusion through the Banco Postal: an evaluation
By Dr. José Ansón, Economist, UPU
Research chapter on Banco Postal in English (March 2010 update), French and Spanish languages (with Laia Bosch Gual, Ed. Joëlle Toledano and José Ansón, 2008)
THIRD SESSION: REPLICATING THE BRAZILIAN MODEL?
Replicating the Brazilian model of financial inclusion through the postal network: what? what not? where? where not? why? why not?
Financial inclusion through the postal network in Azerbaijan: a World Bank Group Project
Re-Positioning AzerPost for the 21st Century: Financial Services Development Project
By Mr. Michael Edwards, Lead Financial Sector Specialist, The World Bank Group
By Mr. Novruz Mammadov, Head of Postal Sector, Ministry of Communication and Information Technology, Azerbaijan
Financial Inclusion in Azerbaijan
By Mr. Rustam Tahirov, Head of Supervision Methodology, Supervision Department, Central Bank of Azerbaijan
Financial Exclusion in Cameroon: the inclusive role of the Post
Le rôle inclusif de la poste au Cameroun
By Mr. Mvogo Etoundi, Head of Banking Department, CAMPOST
DAY 2: OPENING
A century of financial inclusion through postal networks: historical perspective and recent developments in France
La Banque Postale, une banque unique et singulière
By Mr. Philippe Bajou, Deputy Director General, La Banque Postale (France)
FOURTH SESSION: MORE BRICS CASE STUDIES
Financial inclusion: comparison of policies and business models in emerging countries
Russia and India: the policy case for financial inclusion through the postal network
Russia and India: the business case for financial inclusion through the postal network
Financial Inclusion through the Post: Balancing Public Policy Objectives and Commercial Viability
By Mr. Hans Boon, Managing Director, PostFinance International Development B.V.
How Can Posts and Electronic Money Institutions Benefit from Collaboration?
By Dr. Victor Dostov, NAUMIR and Electronic Money Association, Russia
Financial Inclusion and Postal Banking: the India Story
By Mr. Sandip Ghose, Reserve Bank of India
Postal Financial Services: India Post
By. Mr. Shukadev Samant, Board Member, India Post,
and Mr. A.S. Prasad, Deputy Director General, Financial Serv., India Post
The changing face of India Post
China and South Africa: the policy case for financial inclusion through the postal network
China and South Africa: the business case for financial inclusion through the postal network
Introduction of the Postal Savings Bank of China
By Mr. Ying Chen, Executive Office, Postal Savings Bank of China
China’s financial services and postal savings bank supervision
By Ms. Huarong Xiao, Director, China Banking Regulatory Commission
Big Bank – Small Money! Microfinance and Retail Banking: the case of Postal Savings Bank of China
By Mr. Michael Roth, Senior Project Manager, GTZ
Financial Inclusion and Postal Banking in South Africa: SAPO’s perspective
By Ms. Maureen Manyama-Matome, General Manager, Postbank South Africa
Financial Inclusion and Postal Banking in South Africa: National Treasury’s perspective
By Mr. Omega Shelembe, National Treasury, South Africa
