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Recursos

468 resultados

Guidelines

Using Global Data to Calculate Market Potential

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

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.

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.

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".

Case studies & Field examples

How Unauthorized Data Sharing Can Hurt Your Institution

Fictionalized story based on real events in India that demonstrate the risks of using client data and images without consent

Tools & Templates

Sample Data Privacy Agreement and Sample Privacy Agreement

Example of a privacy statement and data privacy agreement that can be adapted to local laws and norms.

Tools & Templates

Sample Consent Form for Sharing Client Data

Example of a client consent form for use of data.

Case studies & Field examples

El C贸digo de 脡tica de Fundaci贸n Paraguaya (en espa帽ol)

Proporciona un ejemplo de c贸digo 茅tico de la Fundaci贸n Paraguaya.

Case studies & Field examples

Responding to Client Complaints at Tameer Bank, Pakistan

Case example describing Tameer Bank's experience setting up and operating a Customer Service Unit to respond to client questions and complaints.

Case studies & Field examples

Mechanism for complaint resolution (Svasti Microfinance, India)

This document is an excerpt from a training for branch managers on the Customer Grievance Redress system for Svasti Microfinance in Inda. It includes a flowchart describing the way the complaint is handled depending on the nature and content of the complaint.