Guía en línea
Guía de GDSA
Descubra nuestra Guía para la Gestión del Desempeño Social y Ambiental
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Recursos
Learning Series
Vidéo
CP Pathway Webinar #3
Ensuring Client-level Transparency
Learning Series
Vidéo
CP Pathway Webinar #1
Overview of the new Client Protection Pathway
Learning Series
Vidéo
CP Pathway Webinar #2
Preventing Over-indebtedness – A Systems Approach
Learning Series
Vidéo
Client Protection Pathway Implementation Series
The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.
Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.
Tools & Templates
SPI Online Audit Tools At A Glance
A general overview of the new 7 assessment tools of SPI Online, and two-pager descriptions to download (factsheets).
Case studies & Field examples
Esquema de Código de Conducta
Presenta un esquema de Código de Conducta que puede utilizarse como modelo.
Tools & Templates
Hoja de trabajo y exemplos para resumir los principales acuerdos
Este recurso proporciona una hoja de trabajo de muestra buena y mala para resumir los principales acuerdos.
Guidelines
Social Performance Risks to Monitor
Examples of common social performance-related risks and how to monitor them.
Case studies & Field examples
Case Study - Fondo Esperanza: Using Outcomes Data to Drive Performance
Describes Fondo Esperanza's comprehensive outcomes management system that emphasizes the collection of accurate, relevant data that are reported widely to both internal and external stakeholders.
Publications
Client Voices Synthesis Report: Flexibility, Empathy, and Knowledge: What Clients Want From Microfinance in Benin, Pakistan, Peru, And Georgia
This synthesis report presents the voices of low-income individuals who shared with Smart Campaign their opinions, hopes, and struggles.
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