Authors: Anna Gincherman, Istvan Szepesy, Inez Murray, Rebecca Tauf
Partners: Data2X Financial Alliance for Women
Year: 2023
“Gender Data Playbook for Women’s Financial Inclusion” serves as a practical guide for institutions that want to strengthen the way they collect, manage, and use gender-disaggregated data. Developed for Data2X and the Financial Alliance for Women with research by ConsumerCentriX, the playbook responds to a widespread challenge across financial systems. Many organizations recognise the value of gender data, yet struggle with fragmented reporting, inconsistent indicators, and limited capacity to use data in decision-making. The playbook offers a structured pathway to move from awareness to implementation.
The publication explains why gender data is essential for understanding women’s financial needs and designing products, services, and policies that close persistent gaps. It outlines the common obstacles institutions face, from limited internal coordination to unclear data definitions, and shows how these barriers hinder efforts to expand women’s financial inclusion. By laying out the building blocks of a strong gender data strategy, the resource helps organizations create clarity around what to measure and how.
A core feature of the playbook is its set of practical tools and templates. These cover indicator selection, data management processes, data quality checks, and approaches for integrating gender analysis into product development, customer engagement, and policy formulation. The playbook also highlights examples of how institutions have successfully applied gender data to refine value propositions and improve performance.
The resource provides a step-by-step approach that organizations can adapt to their own context, regardless of their starting point. It demonstrates how even gradual improvements in data systems can support more inclusive financial strategies and more effective use of resources.
Developed for Data2X and the Financial Alliance for Women, the playbook contributes to global efforts to strengthen gender data ecosystems. ConsumerCentriX conducted the research and analysis that shaped the structure and content of this resource.
