Truelift Library: Services that meet the needs of poor clients

This section of the Truelift Library contains resources pertaining to Services that Meet the Needs of Poor Clients.
Click on any Title below to access that resource online. Click here to read more about the three Pro-Poor Principles.

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Title
Date
Creator Organization
Organization(s) Studied
Region
Type of Resource
Imp-Act Managing Social Performance: CRECER (Bolivia) 2010 Imp-ACT Consortium Crédito Con Educación Rural (CRECER) Latin America and Carribean Case Study
Oikocredit Casos CA: FUDECOSUR Oct-12 Oikocredit FUDECOSUR Latin America and Carribean Case Study
MICROFINANCE: A POVERTY LENS ON FINANCIAL INCLUSION Jul-13 Grameen Foundation, EDA Rural Systems Selected MFIs in Karnataka region South Asia Regional Study
MICROFINANCE: A POVERTY LENS ON FINANCIAL INCLUSION Jul-13 Grameen Foundation, EDA Rural Systems Selected MFIs in Karnataka region South Asia Regional Study
Pro-Poor Products and Services Sep-13 Truelift [varied] ALL Research / Study
Mapping Proximity: Bringing Products and Services Close Enough to the Poor to be Meaningfully Usable and Still Keep them Sustainable for WSBI Partner Banks Apr-13 WSBI WSBI Partners Sub-Saharan Africa Regional Study
Case Brief: SAJIDA Foundation Jun-13 Microinsurance Innovation Facility SAJIDA FoundatIon South Asia Case Study
Case Brief IFFCO-TOKIO General Insurance CO. May-13 Microinsurance Innovation Facility IFFCO-TOKIO General Insurance CO. South Asia Case Study
Case Brief: Aseguradora Rural Apr-13 Microinsurance Innovation Facility Aseguradora Rural Latin America and Carribean Case Study
Case Brief: Fonkoze Feb-14 Microinsurance Innovation Facility Fonkoze Latin America and Carribean Case Study
Case Brief: La Asociación Mexicana de Uniones de Crédito del Sector Social (AMUCSS) Jul-13 Microinsurance Innovation Facility La Asociación Mexicana de Uniones de Crédito del Sector Social (AMUCSS) Latin America and Carribean Case Study
MicroSave India SPM Case Study 3: Sambandh – Building Client Relationships Jul-10 MicroSave Sambandh South Asia Case Study
MicroSave India Focus Note 39: Diagnosing Financial Stress in Group Methodology Apr-10 MicroSave entire Indian microfinance sector South Asia Regional Study
Trias Case on Social Performance_Toende Oct-10 Trias Toende Rural Bank Sub-Saharan Africa Case Study
Cas Trias Guinée Kabéleah [None provided] Trias CAFODEC / Trias Sub-Saharan Africa Case Study
Case on SP Trias EBO Uganda [None provided] Trias EBO SACCO Sub-Saharan Africa Case Study
Microfinance and the Double Bottom Line: Case Studies in Social Performance Management (microREPORT #113) – BASIX  Group Aug-08 USAID Basix Group South Asia Case Study
Voices of the Poor 1999 World Bank ALL Research / Study
Entering New Markets: How Market Research Can Inform Product Development Jan-05 MFC MDF-Kamurj Eastern Europe and Central Asia Case Study
Client-Centric Financial Inclusion with CGAP and Janalakshmi – 8 journal entries Aug-13 CGAP Janalakshmi Financial Services South Asia Case Study
Better Insight for Better Products Apr-13 CGAP Bradesco, Bancomer, MTN Uganda Latin America and Carribean; Sub-Saharan Africa Case Study
Designing Innovative Products, Processes and Channels for the Promotion of Microfinance 2005 MicroSave ALL Research / Study
Health Loans: A Technical Guide for MFIs 2010 FFH ALL Implementation Guide
An Alternative Way to Support Ultra Poor With Savings and Credit Service: An Experience From A Remote Part of Bangladesh Aug-13 PlaNet Finance Concern Worldwide South Asia Case Study
Evaluating Financial Literacy for Branchless Banking Clients Aug-13 CGAP BKO South Asia Case Study
Healthcare for the world’s poor, from the world’s poor Jun-13 BRAC BRAC Bangladesh South Asia Online Article
Technology that works for the poor Jun-13 BRAC M-Kopa Sub-Saharan Africa Online Article
Vivid profiles of mobile account users in Mexico Sep-13 CGAP Telecomm Latin America and Carribean Case Study
Keep your insurance close and your friends and family closer Aug-13 Microinsurance Centre ALL Research / Study
Financial Literacy – Better Businesses and Financial Decisions [None provided] Centre for Microfinance SAATH, FINA, EKO South Asia Research / Study
Code of Ethics – Small Enterprise Foundation Jul-13 Small Enterprise Foundation (SEF) Small Enterprise Foundation (SEF) Sub-Saharan Africa Other
The Taan Yama methodology:
Respond to the needs of persons living in poverty
Jan-14 Entrepreneurs du Monde Association Base Fandima (ABF) Sub-Saharan Africa Case Study
La méthodologie Taan Yama
pour répondre aux besoins des
personnes en situation de pauvreté
Jan-14 Entrepreneurs du Monde Association Base Fandima (ABF) Sub-Saharan Africa Case Study
CGAP-Ford Foundation Graduation Program Highlights Sep-13 CGAP ALL Presentation
OECD PISA Financial Literacy Assessment 2014 OECD ALL Research / Study
Commitment Savings Products in the Philippines Jun-05 IPA The Green Bank of Caraga East Asia Pacific Research / Study
Poverty-Focused Innovation Sep-13 Next Billion ALL Online article
Insights on Savings behaviors of Clients Apr-13 Grameen Foundation Livelihood Pathways for the Poorest project South Asia Case Study
Understanding Customers for Financial Innovation in Ghana Nov-13 CGAP Sub-Saharan Africa Regional Study
ﺍﳌﺒــﺎﺩﺭﺓ ﺍﻟﺘﺠﺮﻳﺒﻴــﺔﻟﻠﻤﺠﻤﻮﻋﺔ ﺍﻻﺳﺘﺸــﺎﺭﻳﺔ ﳌﺴــﺎﻋﺪﺓ ﺍﻟﻔﻘــﺮﺍﺀ ﺍﳌﻌﻨﻴﺔ ﺑﺒﻨﺎﺀ ﺍﻟﻘﺪﺭﺍﺕ ﻓﻲ ﻗﻄﺎﻉ ﺍﻟﺘﻤﻮﻳﻞ ﺍﻷﺻﻐﺮ ﻓﻲ ﺃﻓﺮﻳﻘﻴﺎ: ﻣﺎﺫﺍ ﺗﻌﻠﻤﻨﺎ؟ Feb-99 CGAP Sub-Saharan Africa Regional Study
Iniciativa piloto del CGAP para el fortalecimiento de la capacidad de las instituciones de microfinanciamiento en África: ¿qué se ha aprendido? Feb-99 CGAP Sub-Saharan Africa Regional Study
Initiative pilote du CGAP pour le renforcement des capacités des institutions de microfinancement en Afrique : Qu’avons-nous appris ? Feb-99 CGAP Sub-Saharan Africa Regional Study
CGAP’s Pilot Microfinance Capacity-building initiative in Africa: What have we learned? Feb-99 CGAP Sub-Saharan Africa Regional Study
Ultra Poor Graduation Pilot in Ghana 2014 IPA Sub-Saharan Africa Case Study
Ultra Poor Graduation Pilot in Pakistan 2014 IPA Middle East and North Africa Case Study
Ultra Poor Graduation Pilot in Peru 2014 IPA Latin America and Carribean Case Study
Kate McKee: On the Behavioral Economics of Poverty and Implications for Financial Inclusion Nov-13 CFI ALL Research / Study
A Study of Client Protection Practices in Latin America and the Caribbean Nov-13 CFI Latin America and Carribean Research / Study
Paving the Way Forward: Savings On Prepaid Cards Jul-13 D2D Fund Banking Up North America Case Study
The Jipange KuSave Experiment in Kenya Oct-12 CGAP Sub-Saharan Africa Case Study
Mobile Money in the Democratic Republic of Congo: Market insights on consumer needs and opportunities in payments and financial services Jul-13 GSM Association Sub-Saharan Africa Research / Study
People-Centered Finance: How behavioral economics can improve financial products – part 2 of our Q&A with Alexandra Fiorillo, VP at ideas42 Nov-13 NextBillion ALL Online Article
Making Cents with Financial Education in Ukraine Nov-13 MFC All-Ukrainian Network of Credit Unions (VAKS) Eastern Europe and Central Asia Case Study
ФИНАНСОВОЕ ОБРАЗОВАНИЕ НА УКРАИНЕ ПОМОГАЕТ НАКОПИТЬ КОПЕЕЧКУ Feb-14 MFC Eastern Europe and Central Asia Case Study
Making Cents with Financial Education in Poland Dec-13 MFC Union of Citizens Advice Bureau (UCAB) Eastern Europe and Central Asia Case Study
Making Cents with Financial Education in Romania Oct-13 MFC Vitas Eastern Europe and Central Asia Case Study
Financial Services That Poor People Want Jul-13 MicroSave ALL Online Article
MicroSave India Focus Note 93 – Health Emergencies: How Do The Poor Pay? Mar-12 MicroSave South Asia Regional Study
A Structured Approach to Understanding the Financial Service Needs of the Poor in Mexico May-12 CGAP Latin America and Carribean; Sub-Saharan Africa Regional Study
Un método estructurado para comprender las necesidades en materia de servicios financieros para las personas pobres de México May-12 CGAP Latin America and Carribean; Sub-Saharan Africa Regional Study
Insight: Educación Financiera Dec-13 Microfinanza Rating ALL Research / Study
Une approche structurée pour comprendre les besoins en services financiers des personnes pauvres au Mexique May-12 CGAP Latin America and Carribean; Sub-Saharan Africa Regional Study
Evidence on Innovations in Financial Capability Jun-13 IPA ALL Presentation
Human Faces of Microfinance Impact—What We Can Learn from Freedom from Hunger’s “Impact Story” Methodology Feb-11 Freedom from Hunger ALL Research / Study

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