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Recursos
Case studies & Field examples
Insurance Product Based on Clients Needs
Table sharing examples of different types of insurance products, the client data to be collected to design them, and features that respond to client needs.
Guidelines
Insurance Data to Asses Product Value
Table explain key ratios to measure and monitor with insurance products and explains how to interpret it.
Guidelines
Human-Centered Design
Brief description of the human-centered design methodology.
Tools & Templates
Human Centered Design Toolkit - Product design & development methodology to reflect on new products
This toolkit contains the elements to Human-Centered Design, a process used for decades to create new solutions for multi-national corporations. This process has been specially-adapted for organizations that work with communities in need in Africa, Asia, and Latin America. Human-Centered Design (HCD) will help you hear the needs of constituents in new ways, create innovative solutions to meet these needs, and deliver solutions with financial sustainability in mind.
Case studies & Field examples
Friendship Bridge Manages Foreign Exchange Risk
This example explains how Friendship Bridge manages its foreign exchange risk without transfering this risk to their clients.
Publications
Fraud in Mobile Financial Services: Protecting Consumers, Providers, and the System
Fraud in Mobile Financial Services: Protecting Consumers, Providers, and the System
Case studies & Field examples
Example Exit Survey Questions
Short list of sample client exit survey questions.
Case studies & Field examples
Designing Financial Services to Respond to Household Shocks
This case study highlights key findings from the CGAP resilience research with Freedom from Hunger that can help guide further thinking about how to best design financial products for anticipating and covering health shock expenses.
Tools & Templates
Design Toolkit--Design for Mobile Money Smartphone App for Financial Inclusion in Pakistan
This is a toolkit to help providers of mobile financial services (MFS) in Pakistan improve the UX design of their smartphone apps. It is targeted at various providers in Pakistan – banks, mobile money providers, payment providers – who want to extend MFS to mass market in low-income emerging markets via a smartphone delivery channel. The recommendations in this Toolkit focus on the design of an app for the mass market - average moble money customers in the Pakistan market. It was our intention to create designs that would appeal to the broadest range of customers, from low-literate new users to existing customers who already use MM services. The design decisions that we feel allow new users (perhaps lower-literate, lower-income users) to engage with the platform do not, in our opinion, prevent existing, more “fluent” MM users from using the same app or platform. After rigorous testing, we feel the design recommendations in this Toolkit allow providers and app developers to design a smartphone app that has wide market appeal, both inviting new potential MM customers into the experience and catering to the needs of existing customers as well.
Guidelines
Definition of a Representative Sample
Provides a definition of a representative sample and a link to a sample size calculator.