Paper
The COVID-19 Client Interview Tool for Financial Service Providers
A set of standardized questions FSPs can use to interview their clients during the pandemic
The COVID-19 Client Interview Tool is a set of simple, standardized questions for financial service providers (FSPs) to use when interviewing their clients during the pandemic. The survey questions are designed to produce actionable information for FSPs and their investors. Practitioners are using it to understand the differences among clients and make informed, nuanced decisions about how to serve clients during and after the crisis.
Led by SPTF, the tool was developed in collaboration with FINCA, 60 Decibels, ADA and Oikocredit.
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