Discover tools and resources that will help turn the principles into action.

The Smart Campaign is working with microfinance professionals to develop and provide tools and resources that reflect best practices around the world.

Tools & Resources

Tool Highlights

A Guide to Client Protection Assessments
The Smart Campaign offers three options for a financial institution (FI) to evaluate its client protection practices. To help make the most appropriate choice, the Smart Campaign created a helpful and comprehensive resource for FIs, “A Guide to Client Protection Assessments.”  

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Smart Operations
This tool suggests appropriate roles for 11 of the most common areas of microfinance operations. FIs can use this tool to assign client protection responsibilities to each operational department and to understand how responsibilities are shared among operational departments. Specifically, an institution can use the tool to evaluate and make changes to a single department or evaluate the entire institution.

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