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Guidelines

Questions to Consider When Setting Desired Profitability Ratios and Ranges

This document offers a list questions for reflection to assist organizations with setting policies and targets around profits.

Case studies & Field examples

Equitas Micro Finance Sets Profit Policies and Aligns Management and Investor Expectation

This brief case provides an example of how Equitas has set policies regarding profits and their use and discloses these to investors at the beginning of their relationship.

Guidelines

Aligning Social and Financial Expectations

This table offers a set of questions that can be used to guide exploration of an investor's alignment with the FSP's social goals. It looks at timeframe and exit expectations, social outcomes and profit expectations.

Guidelines

Smart Microinsurance-An Overview for Microfinance Institutions on Incorporating Client Protection Practices into Microinsurance

“Smart Microinsurance” is designed specifically for microfinance institutions (MFIs) that serve as intermediaries, offering microinsurance products provided by

Case studies & Field examples

Tameer Bank Creates a Client Complaints Mechanism

Describes how Tameer Bank set up its Customer Service Unit to respond to client questions and complaints during a deliquency crisis.

Case studies & Field examples

Advertise Questions and Complaints

Example of a poster made by Attawfiq Micro-Finance (Morocco) to inform clients about how to make their complaints.

Case studies & Field examples

Using Client Feedback to Improve Communication

Provides 2 examples from Delta Bank Panama and Contactar Colombia for how providers have used client feedback to improve communication.

Case studies & Field examples

Example Complaints Analysis Report

Provides an example of a complaint report that details not only the complaints but the channels used by clients to complain.

Case studies & Field examples

Yehu Microfinance Surveys Clients on Which Mecanisms to Create

Description of Yehu Microfinance's approach to designing its complaints mechanism with input from clients.

Publications

Research Indicates that Clients Are Note Informed on Complaints Mechanisms

Brief on results of a SMART Campaign study showing most clients are not aware of complaints mechanisms.