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Case studies & Field examples

Examples of Social Targets for Senior Managers

Sample social targets that providers might set for their senior managers.

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Case studies & Field examples

IDEPRO (Bolivia) Takes Corrective Action and Launches PRO-CADENAS

Describes a case in which IDEPRO used social performance data to identify unmet needs and build and monitor a new program to respond to those needs.

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Case studies & Field examples

Fundacion G茅nesis Empresarial Reports to Board on SPM Progress

Describes Fundaci贸n G茅nesis Empresarial's system for reporting to its board on social performance.

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Case studies & Field examples

Khushhali Bank Reports Using a Social Dashboard

Example of a social performance dashboard from Khushhali Bank.

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Case studies & Field examples

Incofin Defines Responsible Growth

Briefly explains how Incofin's investment strategy takes into account different definitions of "responsible growth" according to financial service provider and market conditions.

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Case studies & Field examples

Financial Service Providers in Serbia and Bosnia-Herzegovina Monitor Market Saturation and Over-indebtedness Risk

Provides 2 examples of practices financial service providers use to detect over-indebtedness and market saturation risk.

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Guidelines

Using Global Data to Calculate Market Potential

Explains a method for using Global Findex data to estimate the market size.

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Guidelines

Analyze Internal Factors to Inform your Growth Policy

Table provides recommendations for internal factors that should be assessed to ensure adequate capacity to support targeted growth.

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Guidelines

Analyze External Factors to Inform your Growth Policy

Table provides recommendations for different external factors to analyze, how to analyze them, and sources of information.

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Case studies & Field examples

Caja Morelia Valladolid Protects Client Data

Describes the system upgrades performed by Caja Morelia to increase data security and protect client data and privacy. Is drawn from a more in-depth case "Customized IT at Caja Morelia Safeguards Client Data".

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