Ressources - SPI Online

Guide en ligne

Guide GPSE en ligne

Le Guide de Gestion de la Performance Sociale et Environnementale

Guide GPSE complet

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Le Guide GPSE est disponible plusieurs langues et versions spécifiques

Guides GPSE à télécharger

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Tools & Templates

Essential Documents for New Clients

Originally created by The Smart Campaign, this toolkit remains a valuable resource to support transparency and client protection in financial services. It provides templates for essential documents—such as a welcome letter, loan summary, privacy agreements, and complaint procedures—that help clients understand their obligations and rights. Institutions are encouraged to adapt and explain these documents clearly, especially to clients with low literacy. Although The Smart Campaign has ended, the toolkit is still relevant and should be reviewed for legal compliance and tailored to each institution’s context.

Télécharger (670.4 Ko)

Guidelines

Smart Campaign Compliance Criteria for Code of Conduct

Providers guidance on what a code needs to include and how it must be communicated and staff trained.

Télécharger (75.8 Ko)

Guide/Manual

Smart Operations - All Languages

A practical guide that enables each department of a financial service provider to incorporate key client protection standards. Available in English, Spanish, French, Arabic and Russian.

Guide/Manual

SEPM Guides - All Versions

This page hosts all versions of the SEPM Guide to assessing and implementing the Universal Standards for Social and Environmental Performance Management. Spanish and French.

Tools & Templates

CGAP Customer Experience Workbook

A companion workbook for the the CGAP Customer Experience Toolkit which equips organizations to create empowering customer experiences. The hands-on approach helps practitioners identify and implement a customer experience project within their organization – large or small – and advocate for it with leadership. This toolkit is the only such resource that specifically targets the financial services community with a focus on unbanked and underbanked customers.

Télécharger (842.4 Ko)

Tools & Templates

CGAP Customer Experience Toolkit

The CGAP Customer Experience Toolkit equips organizations to create empowering customer experiences. The hands-on approach helps practitioners identify and implement a customer experience project within their organization – large or small – and advocate for it with leadership. This toolkit is the only such resource that specifically targets the financial services community with a focus on unbanked and underbanked customers.

Télécharger (2.4 Mo)

Case studies & Field examples

MCPI Case Study - OnePuhunan

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to OnePuhunan in the Philippines to assess their environmental performance and develop an environmental action plan and data management strategy to strengthen their environmental management.

Télécharger (4.2 Mo)

Case studies & Field examples

MCPI Case Study - ASHI

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to ASHI in the Philippines to assess their environmental performance and develop an environmental action plan.

Télécharger (4.3 Mo)

Case studies & Field examples

MCPI Case Study - K-Coop

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to K-Coop in the Philippines to assess their environmental performance, and especially their environmental risks and vulnerabilities.

Télécharger (3.7 Mo)

Guidelines

Collection of Resources to Implement the Digital Financial Services Standards

This page gathers all the resources in English, Spanish and French, codeveloped by Cerise+SPTF and its partners to implement the Management Standards for the Responsible Provision of Digital Financial Services (DFS).