Tool Series

Article List

# Item Title Hits
1 Client Protection: The State of Practice (A look at client protection practices in Pakistan’s microfinance industry) 204
2 A Guide to Client Protection Assessments 512
3 Tool Recommendations to Address Gaps 228
4 Crezcamos’ Welcome Kit 155
5 Maintaining Transparency Through Brochures: Ujjivan 282
6 Fostering Transparency at Banco Delta 225
7 Defining and Monitoring Collection Practices at FODEMI 237
8 Writing a Code of Ethics and Social Corporate Responsibility at ASDIR 229
9 The Full Feedback Cycle at Contactar 229
10 Ensuring the Security of Client Information at FUBODE 226
11 Two Unique Approaches in Designing Products Based on Customer Requirements: SEWA Bank and IFMR 218
12 Use of Non-Financial Incentives to Manage Performance at Bandhan 246
13 Building a Culture of “Excellence” in Service at Ujivan 244
14 Well-Written Privacy Policy, Secure IT Systems, and Staff Trained to Protect Information at SKS and Equitas 312
15 Smart Note: Designing Products based on Customer Requirements: Unique Approaches of SEWA Bank and IFMR (KGFS model), India 636
16 Monitoring Individual Repayment in Group Guarantee Mechanism 409
17 SPTF Universal Standards Implementation Example (How Bandhan Trains and Evaluates Credit Staff) 427
18 Client Protection for Youth Clients (UNCDF - YouthStart Technical Note) 989
19 Implementing Client Protection in Indian Microfinance 1757
20 Smart Saving and Lending: Member Protection in SHG Model 851
21 Study of Client Protection Practices in Latin America and the Caribbean 1558
22 Refinancing Policy - FUBODE 769
23 Smart Operations 2420
24 Resolving Client Complaints: The Example of Ujjivan, India 715
25 Smart Microinsurance: An Overview for Microfinance Institutions on Incorporating Client Protection Practices into Microinsurance 1834
26 Smart Note: Supporting Members to Adopt Client Protection at Azerbaijan Microfinance Association (AMFA) 1833
27 Client Education Tools 7448
28 Smart Note: Appropriate Product Design and Delivery at Musoni 3181
29 Smart Note: Treating Clients with Respect at Fundación Mundo Mujer Popayán 2486
30 Smart Note: Responding to a Crisis at FUNDESER 2411
31 Smart Campaign Tools Training 1341
32 Responsible Treatment of Clients: Practicing Non-discrimination 2392
33 Nondiscrimination Policy of Fundación Paraguaya 1157
34 Smart Note: Hiring Staff with Disabilities at AccessBank, Azerbaijan 2872
35 Codes of Conduct and the Role of Microfinance Associations in Client Protection 1106
36 Over-indebtedness of Microborrowers in Ghana 1527
37 Smart Note: Client Protection Good Practices in Europe and Central Asia 3171
38 Compulsory Group Training Tool 1134
39 Essential Documents for New Clients 4599
40 Smart Note: Ethical Staff Behavior at Alalay Sa Kaunlaran, Inc. (ASKI) 3221
41 Code of Conduct for Collections and Collections Practices for Group Loans at Swadhaar FinServe Pvt. Ltd. 2846
42 Transparency in Promotions and Sales: A Checklist for Financial Service Providers 2886
43 Collections Guidelines for Financial Service Providers 3312
44 Investor/Donor Planning Guide for Implementing Client Protection Initiatives 1552
45 Putting Transparency into Practice: Communicating About Pricing 2330
46 Educating Clients About Client Protection: A Guide for Financial Service Providers 3260
47 Code of Conduct E-Learning Module (Grameen Financial Services Pvt. Ltd.) 3541
48 Avoidance of Over-indebtedness: Guidelines for Financial and Non-financial Evaluation 3788
49 Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance Pvt. Ltd.) 3808
50 Smart Note: Responding to Client Complaints at Tameer Bank, Pakistan 2399
51 Swadhaar FinServe Pvt. Ltd. Earns Honors in Smart Campaign’s Call for ‘Appropriate Collections Practices’ 2304
52 Smart Lending: Client Protection in the Group Lending Process - India 2409
53 Client Protection and Financial Education Simulation 5346
54 Smart Note: Transparent and Responsible Pricing at Mi-Bospo 2265
55 Smart Lending: Client Protection in the Group Lending Process 2673
56 Smart Savings: Client Protection in the Savings Process 3964
57 Implementing the Client Protection Principles: A Technical Guide for Investors, 2nd Edition 2286
58 Loan Contract Summary Handout (Mibanco) 3537
59 Loan Agreement for Small Business Clients (JSC MFO Crystal) 5252
60 Implementing Client Protection in Microfinance: State of the Practice, 2011 4591
61 Responsible Pricing: The State of the Practice 5291
62 Beyond Codes: The Foundation for Client Protection in Microfinance 2528
63 Smart Note: Customized IT at Caja Morelia safeguards client data 2281
64 Smart Note: Facing Over-indebtedness at Partner Microcredit Foundation 4209
65 Smart Note: Implementing an Industry Code of Conduct at PMN 4431
66 Complaints-Analysis Spreadsheet (Fundacion Delamujer) 5845
67 Complaints-Handling Manual (Tamweelcom) 6005
68 Banco Solidario: Loan Officer Training Manual 5079
69 Opportunity Bank Serbia: Loan Calculator 3012
70 KazMicroFinance: How to Assess Client Businesses 3270
71 Fonkoze: Guide for Credit Agents — Evaluating Clients for Fonkoze’s Post-Disaster Recovery Program 3084
72 Microfund for Women: Client Business Evaluation Toolkit 4427
73 Complaints-Handling Manual (FONDESURCO) 3645
74 Complaints-Handling Brochure for Clients (Opportunity Bank) 3596
75 Smart Note: Building Institutional Culture Around a Code of Ethics at Compartamos 5399
76 Smart Lending: Client Protection in the Individual Loan Process 6119
77 Security is the Key: Pocket Guide to Financial Security for Clients 2550
78 How to Develop an Institutional Code of Ethics 7986
79 Best Practices in Collections Strategies 3785
80 How to Talk to a Bank: A Brochure for Consumers 3113
81 Calculating Transparent Prices Tool from MicroFinance Transparency 3534
82 Debt Management Guide 3215
83 Smart Note: Collections with Dignity at FinComún 4235
84 Client Protection Principles Training Series 15494
85 Client Protection Principles Training Series 674
86 Consumer Protection Library 3913
87 Client Protection and Ethics Codes: Examples for Getting Started 7451
88 Due Diligence Checklist for Investors 7829
89 Conducting Client Protection Assessments: A Guide 5491
90 Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions 19028