Ressources

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Guide en ligne

Guide GPSE

Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale

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Tools & Templates

Creditaccess Grameen Whistleblower Policy

Example of a whistleblower policy from Creditaccess Grameen

Tools & Templates

MicroLoan Foundation Whistleblower Policy

Example of a whistleblower policy from MicroLoan Foundation

Tools & Templates

Aski uses a Social Dashboard for Board Reports

Example of the visual social dashboard that ASKI in the Philippines uses to keep its board informed.

Guidelines

Customer Empowerment in Finance

Makes the case for customer empowerment and provides guidance building this into end-to-end projects or specific aspects, such as user research or projects.

Case studies & Field examples

Garment Workers Experience with Wage Digitization in Bangladesh

Research to understand the experiences of garment workers in Bangladesh whose employers changed from paying them in cash to paying them digitally, either into a bank or a mobile money account. This led to an awareness raising campaign and education materials to better prepare workers for this change to digital wages

Publications

Developing Actions for Customer Empowerment in the Philippines: Sector-level Mapping

This sector mapping initiative aims to get a deeper understanding of contextual factors that affect empowerment among Filipino customers and explore practical solutions at the provider and market levels to address customer disempowerment. This study engaged sector-level players and financial customers in conversations to understand context and other external factors that affect customer empowerment.

Case studies & Field examples

Strengthening Customer Empowerment in ASKI

Report of customer research to identify and map points of disempowerment for customers of Philippine MFI, ASKI. Recommendations for actions to promote customer empowerment.

Guidelines

Integrating customer empowerment into the Universal Standards

This document analyses how customer empowerment fits into the USSEPM and makes recommendations for additional indicators and essential practices

Guide/Manual

Training tips to create SPI Online accounts and audits

As part of training on SPI Online, this guide helps the trainees create an audit to test the platform so it is easier for the trainor to follow their first steps. Trainees will be able to reuse their account after the training.

Tools & Templates

Política de Swadhaar dobre cobrança de pagamentos devidos por clientes inadimplentes e outras política de recureração de crédito

Este ejemplo de Swadhaar incluye un Código de Conducta para las colecciones y Colecciones Prácticas de la institución para Préstamos Group, los cuales proveen el personal colecciones con las directrices y procedimientos específicos para tratar a los clientes con dignidad durante el proceso de cobranza.