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Remittances as a Lifeline: Lessons from Mexico’s FINABIEN

Categories : Cash connects people, Cash enables an immediate transfer of value, Cash is easy to use, Cash is the first step of financial inclusion
March 13, 2026
Tags : Financial inclusion, Mexico, remittances, USA
True inclusion meets people where they are—safeguarding cash’s reliability while enabling gradual digital uptake—maximising remittances’ contribution to sustainable development in underserved communities. This cash-centric approach has taken on added urgency with the recent imposition of a U.S. remittance tax under President Trump’s One Big Beautiful Bill Act.
Bernardo Bátiz-Lazo, University of Northumbria University (UK) & Universidad Anáhuac (México) and Rocío Mejía-Flores, CEO, FINABIEN, México.

Remittances as a Pillar of Economic Stability in Latin America

Remittances remain a cornerstone of economic stability for millions across Latin America and the Caribbean, totaling approximately $170 billion in 2024, with Mexico alone receiving $64.7 billion. These flows sustain households and drive community development, yet in the world’s busiest U.S.–Mexico corridor, cash dominates—preferred for its accessibility, trust, and universal acceptance.

U.S. Remittance Tax Threatens Formal Cash Flows

Recent U.S. policy changes have added pressure on formal cash-based remittance flows from the United States to Mexico and other Latin American countries. Under the 2025 One Big Beautiful Bill Act, the federal government introduced a 1% excise tax on certain remittance transfers sent from the United States, particularly those funded with cash, money orders, or cashier’s checks, effective from January 1, 2026. This tax applies to physical transfers—a method still widely used by low-income migrants and their families—while many electronic and bank-based transfers are exempt from the levy. Mexico stands to be the largest absolute loser from the tax, with estimates suggesting a potential reduction of roughly $1.5–$2.6 billion in formal remittance flows per year if sustained under current conditions. Critics warn that taxing cash remittances could reduce the volume of funds sent through formal channels, encourage informal alternatives, and disproportionately burden seasonal migrants and others without access to banking services. Mexican authorities have responded by committing to offer an alternative to avoid reimbursing the 1% excise tax for cash remittances through public mechanisms such as FINABIEN’s remittance card, aiming to shield households from additional costs and preserve formal flows.

FINABIEN: Bridging Financial Inclusion and Cash Preferences

Within this policy framework, Mexico’s state-backed institution, Financiera para el Bienestar (FINABIEN), has emerged as a practical instrument of financial inclusion. Under President Claudia Sheinbaum’s agenda—which focuses on migrants, women, and historically excluded communities—FINABIEN delivers affordable and transparent remittance services that strengthen, rather than displace, existing cash-based practices. Its mandate is explicitly social: to serve migrants and their families through accessible channels that respect the continued centrality of cash in cross-border transfers.

FINABIEN’s ecosystem, including its Paisan@ cards and app, facilitates remittance services via 53 U.S. Mexican consulates and 1,700 branches in Mexico, processing $33 million from the U.S. and 50 million MXN domestically by February 2026. In terms of transaction volume, a total of 68,136 remittances were sent from the U.S. to Mexico, while 7,015 remittances were processed from Mexico to the U.S. during the same period. This reflects FINABIEN’s highly competitive position against traditional providers. Indeed, FINABIEN’s fixed $2.99 commission for transfers up to $2,500—equivalent to 0.12%—undercuts those of Western Union, MoneyGram, and even Wise, while enabling cash pick-up or debit card deposits without mandating smartphones or stable internet.

Cash’s centrality reflects practical realities: many recipients, especially in rural areas, rely on its immediacy and familiarity. FINABIEN respects this by allowing senders to pay in U.S. dollars at consular points and recipients to withdraw in pesos, avoiding digital barriers or identification fears tied to immigration policies. This model also navigates Mexico’s heightened anti-money laundering (AML) and Know Your Customer (KYC) scrutiny, intensified by U.S. sanctions on banks like CIBanco and Intercam for allegedly facilitating narco-related flows. Stricter biometric verification and transaction monitoring—prompted by cross-border pressure—have strained fintech adoption, yet FINABIEN’s state infrastructure ensures compliance while keeping services cash-inclusive, reducing risks from informal channels and fostering trust in formal finance without forcing a shift away from cash.

Persistent Challenges: Costs, Access and Inequality

High remittance costs persist as a barrier to inclusion, often exceeding 5% of the transfer amount—above the UN Sustainable Development Goal (SDG) target of under 3%. Market concentration among providers, exchange-rate volatility, and limited rural access as well as the gender divide exacerbate this. FINABIEN counters by leveraging public networks to minimize fees and promote cash access points, encouraging savings through products like its 10% virtual vault.

The cash-centric approach in the U.S.-Mexico corridor has taken on added urgency with the recent imposition of a U.S. remittance tax under President Trump’s One Big Beautiful Bill Act. Aimed at funding $170 billion in immigration enforcement and border security, the tax applies to all U.S.-based senders regardless of citizenship, potentially generating $10 billion over a decade but risking a 1.6% drop in flows by pushing migrants toward informal channels like hawala or cryptocurrencies, which evade safeguards and heighten fraud risks. In the U.S.-Mexico corridor, where over 70% of transfers involve cash, this could exacerbate exclusion for low-income families, erode trust in formal systems, and undermine poverty reduction—remittances already reach three to four times more poor households than aid.

Proactively, President Sheinbaum’s government has pledged to offset the tax via FINABIEN, allowing migrants to maintain familiar cash habits without added costs, thereby shielding recipients from economic shocks and reinforcing cash’s role in resilient, inclusive finance.

Lessons for Latin America: Balancing Cash and Digital Innovation

The Mexican experience echoes trends in other Latin American nations, such as Guatemala, where remittances constitute 17.4% of GDP and are predominantly distributed in cash to support household resilience. Mexican hometown associations in the U.S. similarly channel collective funds, often disbursed physically for community projects. These patterns underscore cash’s indispensability: it is fee-free at the point of use, requires no technology, and builds on cultural trust. FINABIEN’s integration of savings options, like its virtual vault yielding 10% annually, complements this by linking remittances to formal finance without displacing cash, promoting long-term stability. However, no other Central American government has so far followed the Mexican lead.

For policymakers across Latin America, FINABIEN offers valuable lessons. State-backed institutions can reduce costs, expand reach, and instill confidence among migrants by designing services that respect cash’s role, as opposed to pursuing digitalization at all costs. Open data on remittance flows, as advocated by the Inter-American Development Bank, can further inform evidence-based policies to optimize impact. By focusing on accessibility and reimbursement incentives, governments can maximize remittances’ contributions to sustainable development, particularly in underserved communities.

Inclusion starts where People are

In conclusion, Mexican financial inclusion policies, exemplified by FINABIEN, illustrate a balanced approach that honors cash’s enduring importance. This includes unprecedented efforts to offer support and credit at the market’s lowest rates, providing financing for the first time to vulnerable individuals who have historically been excluded. As the region grapples with economic pressures, this model reminds us that true inclusion meets people where they are, safeguarding the reliability of cash while fostering a gradual digital inclusion process.

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