Keeping clients first in financial inclusion
Client Protection Principles and Standards
Smart Campaign tools
- Download the Getting Started Questionnaire, the assessment tool for Client Protection Certification
SPM Resource Center
You can access Smart Campaign tools and resources at the SPTF SPM Resource Center. Wee’ll be developing a new resource center in 2021 … stay tuned!
About the Smart Campaign closure and CERISE and SPTF roles
From 2009 to 2020, the Smart Campaign was a global initiative led by CFI that worked to create an environment in which financial services are delivered safely and responsibly to low-income clients. The Campaign developed the first global financial consumer protection standard, established a rigorous certification program to validate practices by financial service providers, produced consumer protection research, and convened partners to effect change. Over the course of the program more than 135 financial institutions, collectively serving more than 62 million low-income clients in 42 countries, were certified for adhering to the Smart Campaign’s Client Protection Standards.
In 2020, development of the Client Protection Standards and management of their implementation was transferred to long-time partners SPTF and CERISE. The Smart Campaign’s Client Protection Standards are integrated into the Universal Standards for Social Performance Management (USSPM) managed by SPTF and continue to guide financial service providers to implement better consumer protection practices. The wealth of financial service provider-focused implementation tools are maintained by SPTF and CERISE and are publicly available via their SPM Resource Center.