Guide en ligne
Guide GPSE
Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale
En anglais
Toutes les ressources
Guide/Manual
Client Protection Standards Manual in English - October 2024
The complete manual of the Client Protection Standards as of October 2024.
Guide/Manual
دليل معايير حماية العملاء باللغة العربية - أكتوبر 2024.
الدليل الكامل لمعايير حماية العملاء اعتبارًا من أكتوبر 2024.
Guide/Manual
Manual de los Estándares de Protección al Cliente en español - Octubre 2024
Manual completo de los Estándares de Protección al Client, versión de octubre de 2024.
Tools & Templates
Action planning - Impact Effort Matrix
This excel tool is for users who completed an SPI or CP audit, and are now at the stage of developing the action plan. It supports prioritizing the improvements needed, identifying quick wins and drafting the action plan.
The tool is structured under the following sub-tools:
- Impact Effort Matrix
- Priorities Matrix
- Challenges (where the action plan team can document potential challenges and follow-up their resolution)
Publications
Maximiser la voix des consommateurs dans l'élaboration des politiques relatives aux services financiers numériques
Disponible en anglais, français et espagnol - Ce rapport explore la manière dont les organisations de consommateurs peuvent influencer l'espace politique de plus en plus complexe de la finance numérique.
Publications
Doing Good and Avoiding Harm
Research on Correlations between Social Performance Management Practices and Customer Outcomes in Inclusive Finance.
Cerise+SPTF’s latest research dives into how Social Performance Management (SPM) practices impact customer outcomes in inclusive finance. Led by Amelia Greenberg from Cerise+SPTF and Alasdair Lindsay-Walters from MFR, the study highlights that strong SPM practices—such as transparent communication and manageable loan sizes are correlated with positive customer outcomes. Contrarily, high annual percentage rates (APRs) and weak customer protection are correlated with linked to poorer outcomes. This research underscores the importance of adopting robust SPM practices to promote customer benefit while protecting them from harm.
Case studies & Field examples
Responsible Agricultural Investment: RAI Case Studies
This ressource gathers a series of case studies conducted by the International Institute for Sustainable Development (IISD) in cooperation with ADA (Aide au Développement Autonome) to assess and analyze agribusinesses' performance and compliance with the CFS-RAI principles, using the RAI Tool for Agribusiness developed by IISD and Cerise+SPTF.
Learning Series
Vidéo
SPM Essentials Webinar #8
How to overcome the barriers and biases that affect female staff and clients.
Learning Series
Vidéo
SPM Essentials Webinar #7
Practical guidance to help your employees adapt to digital transformation.
Learning Series
Vidéo
SPM Essentials Webinar #6
Learn how you can develop your employee capacity to achieve your social mission.
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