Garder les clients au premier plan dans l’inclusion financière
Principes et Standards de la protection des clients
- Télécharger la présentation générale des Principes de protection des clients en français, anglais, espagnol ou portugais
Outils de la Smart Campaign
- Télécharger le Questionnaire Démarrage (GSQ), l’outil d’évaluation de la certification de la protection des clients.
Centre de ressources de la SPTF
Vous pouvez accéder aux outils et ressources de la Smart Campaign dans le centre de ressources de la SPTF. Nous développerons un nouveau centre de ressources en 2021… restez à l’écoute!
- En anglais : Dimension 4 “Treat clients responsibly”
- En français : ressources relatives à la Dimension 4
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.
