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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