Tipsheet for customer-facing staff

Tipsheet for customer-facing staff

Set the standard: Use this tipsheet to help ensure professionalism in every customer interaction Good customer service starts with clarity, respect, and safe communication. Use this tool to ensure client-facing staff delivers customer service excellence. This tool...
Code of Conduct for private sector partners

Code of Conduct for private sector partners

Commit to integrity: protect your reputation and partnerships by signing and adhering to ethical standards. Following a Code of Conduct is essential for financial service providers – it protects your reputation, ensures compliance with regulations and contracts,...
Customer Protection Checklist

Customer Protection Checklist

How strong is your Customer Protection system? Use this Checklist to find out! This Customer Protection Checklist is your entry point: It helps financial service providers assess and strengthen their systems for safe, fair, and inclusive cash transfers. It covers...

Introduction to formal financial services

Practical guidance to help people understand the benefits of formal financial services, including client rights and protections. Formal financial services – banks, mobile money providers, and microfinance institutions – offer safe, reliable ways for people...