All Publications

Showing 1 - 10 of 23
Guide / Toolkit

Open Finance Self-Assessment Tool and Development Roadmap

This technical guide introduces the open finance self-assessment tool and development roadmap. It provides practical tools for policymakers to use to decide whether to implement an open finance regime to advance financial inclusion.

Guide / Toolkit

A Technical Guide to Unlock Agent Networks at the Last Mile

This guide outlines five key actions for digital financial service providers, regulators, and funders to expand rural Cash-In and Cash-Out agent networks based on CGAP's global experience.

Guide / Toolkit

Money Purse Handbook

This handbook examines the potential of digital transformations for last-mile financial inclusion institutions like self-help groups and how that can impact their efficiency and accountability.

Guide / Toolkit

Financial Services Apps in India: How to Improve the User Experience

Practical guide for designing smartphone applications for financial service customers
Guide / Toolkit

Customer Experience Playbook

A set of tools and roadmaps to build a customer-centric organization
Guide / Toolkit

Field Guide to Obtain Customers’ Views on Empowerment

Understanding the concept of customer empowerment
Guide / Toolkit

Monitoring Individual Repayment in Group Guarantee Mechanism

Developing a tool for tracking group guarantees at individual level
Guide / Toolkit

How to Develop an Institutional Code of Ethics

Formulating an institutional Code of Ethics that ensures client protection
Guide / Toolkit

Customer's Rights and Responsibilities

How can MFI staff inform clients of their rights and responsibilities?
Guide / Toolkit

Smart Lending: Client Protection in the Grameen-style Group Lending Process (India)

Incorporating client protection practices into group lending by MFIs in India