Recursos

Busque sólo por palabras clave (por ejemplo, finanzas inclusivas resiliencia)

Guía en línea

Guía GDSA

La Guía para la Gestión del Desempeño Social y Ambiental está disponible en línea, en inglés:

Guía GDSA en línea

Guía GDSA en español

La Guía GDSA está disponible en español, en formato PDF descargable aquí:

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Recursos

527 resultados

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 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.

Publications

Deconstructing Drop-Out: Uncovering the reasons behind attrition among village-banking microfinance clients

In this paper, Freedom from Hunger presents the stories and reasons for dropping out from 59 village-banking microfinance clients representing seven countries and microfinance institutions (MFIs). Clarity on the underlying factors contributing to client drop-out can be a launching point for an expanded discussion on the objectives and measurement methods of client retention.

During open-ended interviews, clients were asked to explain why they had dropped out of a microfinance program. The results of these qualitative interviews, or impact stories, revealed that it was most often a series of events that led to the decision to leave rather than a single cause for dropping out. Of the reasons for dropping out mentioned, health shocks, business failure and group issues were found to be both the top contributing factors and root causes of client exiting.