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Gu铆a GDSA

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Recursos

508 resultados

Case studies & Field examples

DID Reference Framework - Environment

This document looks at the types of risks incurred by financial institutions that ignore environmental concerns, and offers social and environmental management mechanisms to address these risks, based on the experience of DID.

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Tools & Templates

Creditaccess Grameen Environmental, Social & Governance Policy

This document shared by CreditAccess Grameen (India) provides a good example of what can be defined as an environmental policy (in addition to social and governance). It focused in particular on environmental and social risk management, waste management, energy management, procurement practices, and ESG disclosure and reporting.

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Case studies & Field examples

CreditAccess Grameen Code of Conduct for Directors and Managers

This policy specifically addresses the conduct expected of directors and managers including not accepting gifts or bribes, kickbacks, confidentiality, harrassment and nondiscrimination among other things.

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Case studies & Field examples

CRECER (Bolivia) Addresses Quality in Response to Lack of Impact

Describes how CRECER took a negative client outcome finding and responded by increasing quality.

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Guidelines

Collecting and Using Client Exit Data

This tool discusses how financial institutions (FIs) can design exit survey tools, collect exit data, and use them for designing and improving products and services. It explains a five-step process for developing, introducing, and using an exit survey. FIs with existing exit surveys can use the tool to rethink and strengthen their current tool. Those without an existing tool can use it to understand their options and design a tool.

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Case studies & Field examples

Code of Consumer Protection: Kashf Foundation

Example of a code of conduct addressing how staff behaviors should reflect organizational values and commitments.

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Case studies & Field examples

Caso de toma de decisiones impulsada por los datos del COVID-19 en Per煤 COOPAC MF Prisma

Describe los resultados del estudio realizado por COOPAC Prisma (Per煤) sobre el impacto de COVID-19 en sus clientes y las acciones tomadas para responder a las necesidades reveladas por el estudio.

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Case studies & Field examples

CASHPOR Identifies a Social and Financial Risk

Description of how CASHPOR used negative social outcomes data to shape a reponse to reduce risk and increase impact.

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Guidelines

Trato responsable a los clientes: Ejerciendo la no discriminaci贸n

Esta herramienta proporciona a los proveedores con una idea de la diferencia entre la orientaci贸n del cliente y la discriminaci贸n perjudicial e ilumina ejemplos de las formas m谩s comunes de discriminaci贸n. Adem谩s, la herramienta proporciona a los proveedores de servicios financieros, con siete pasos de acci贸n para corregir y prevenir la discriminaci贸n.

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Case studies & Field examples

Collection Journey at the Agricultural Bank of Egypt

This case study explains how the Agricultural Bank of Egypt developped a successful strategy to manage their collection process effectively and in a fair and responsible manner. It outlines the challenges they had identified, their approach, the process to create a specialised department, and the outcomes of their journey.

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