ProgramsNYU Wagner Capstone: Finance (Fall 25' to Spring 26')ProjectsStrategic Market and Monetization Analysis for the Financial Inclus...

Project Title: Strategic Market and Monetization Analysis for the Financial Inclusion Data Analytics Platform (FIDAP)

Inclusiv

Details
Project Title Strategic Market and Monetization Analysis for the Financial Inclusion Data Analytics Platform (FIDAP)
Project Topics Data Management Growth Strategy Market Research Product Design & Development Reporting, Financial Planning & Analysis Sales & Business Development Strategic Planning Technology Commercialization
Skills & Expertise Business Competitive CRM Data Financial Google Impact Interviewing Market Microsoft pricing Public Strategic Tableau
Project Synopsis: Challenge/Opportunity
Inclusiv, a national nonprofit network of over 500 credit unions, has developed a Financial Inclusion Data Analytics Platform (FIDAP) to help community development financial institutions (CDFIs) analyze impact, meet compliance standards, and enhance financial inclusion efforts. While FIDAP is currently included as a benefit of Inclusiv membership, the organization is now exploring how to sustainably grow and monetize the platform.

As Inclusiv expands the platform’s functionality, the organization seeks strategic insights on its value proposition, pricing, and potential business models that could support sustainability and growth. The challenge lies in balancing affordability for small credit unions with the need to recover costs and potentially grow revenue through external use or enhanced services.
Project Synopsis: Activities/Actions Required
  1. Interview existing users and Inclusiv staff to better understand platform value and perceived benefits.
  2. Conduct a market scan of comparable platforms and services used by CDFIs and other community-based financial institutions.
  3. Identify key user segments and assess their specific needs, pain points, and willingness to pay.
  4. Analyze competitor pricing strategies and develop a pricing model that aligns with Inclusiv’s mission and financial goals.
  5. Propose a monetization roadmap including options for tiered membership, add-on features, consulting services, or licensing models.
  6. Deliver financial projections based on market scenarios and adoption rates.
  7. Recommend strategies for communicating FIDAP’s value proposition effectively to existing and potential members.
Project Synopsis: Expected Results
  1. A detailed comparative analysis of similar platforms and pricing strategies in the market.
  2. Defined ideal customer profiles with associated value maps and use cases.
  3. Financial models projecting revenue, costs, and sustainability under various pricing schemes.
  4. A go-to-market framework that includes messaging guidance, segmentation, and sales enablement tools.
  5. Presentation to Inclusiv leadership with actionable recommendations to inform strategic decision-making.

Project Timeline

Touchpoints & Assignments Date Type

Program Kickoff

 Sep 12 2025 Event

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