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2025 Financial Inclusion Forum: Enabling Financial Prosperity for All

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By advancing financial inclusion, we’re delivering on our purpose of Information for Good®, embracing the use of data to unlock opportunities for all to prosper. Our belief is simple: Building inclusive financial systems fosters trust, leading to more sustainable participation in credit and commerce. 

"Trust is the foundation of financial inclusion. By investing in alternative data solutions powered by our advanced analytic capabilities, TransUnion provides customers with reliable insights to help evaluate credit opportunities for people historically left out of the modern credit economy. This opens pathways for more consumers to confidently achieve their financial objectives.” — Steve Chaouki, President, US Markets 

One way we put this belief into action is through our annual Financial Inclusion Forum, a strategic platform focused on empowering consumers to achieve financial health and economic participation. Forum presenters and attendees included leading insurance providers and financial lenders — ranging from large global financial institutions to an association representing small-community banks. Together, they fostered dynamic, cross-market collaboration and surfaced actionable insights, reinforcing our commitment to advancing financial inclusion and business opportunity.

For longtime forum attendee Thomas Parrish, Managing Director, BMO Bank N.A., this year’s event strengthened the value of the BMO and TransUnion partnership. “I am excited to work with TU on our journey to help clients to make real financial progress,” shared Parrish. “Expanding financial inclusion isn’t just a moral imperative — it’s essential for sustainable growth and prosperity for BMO.”  

Forum participants explored three key themes:

Expanding access through enhanced risk evaluation  

  • TransUnion showcased how our investments in alternative data and AI/ML are transforming risk assessment to unlock financial opportunity for more consumers. By integrating data like rental payments and cashflow insights with advanced machine learning, we help lenders and insurance providers reach underserved markets with greater risk precision and inclusivity, enabling sustainable and responsible business growth.

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Delivering tailored experiences through effective segmentation

  • Through a case study, we demonstrated how inclusive marketing strategies help brands connect with underserved consumers through trust, transparency and relevance. This study highlighted how marketers can utilize data-enriched segmentation and identity-driven insights to unlock unmet demand and drive measurable engagement and acquisition among audiences that have historically been overlooked.

Empowering informed choices through behavioral insights

  • In industry breakout sessions, forum participants examined how behavioral data and shifting consumer expectations are reshaping access and engagement. From uncovering hidden barriers in insurance shopping to deploying personalized financial empowerment tools, these sessions demonstrated how empowering consumer choice in underserved markets can drive stronger acquisition and expand business opportunities.

Scroll through the pictures below for a glimpse into our 2025 Financial Inclusion Forum —  and visit our financial inclusion page to learn how we’re helping enable greater economic mobility.

Do you have questions? Our team is ready to help.