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What Works for Clients? SPTF Annual Meeting

Join us at the SPTF Annual Meeting at the Dead Sea, Jordan on 4 June 2012 to explore how financial services help clients smooth income, invest, manage risk, and build assets. Discover the importance of asking the right questions, understanding diverse client needs, making smart service choices, and responding effectively to challenges.

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What Works for Clients? SPTF Annual Meeting

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  1. What works for clients? SPTF Annual Meeting 4 June 2012 Dead Sea, Jordan

  2. WWFC is about… Understanding how financial services is a means for clients to: • Smooth income/consumption • Invest in opportunities • Manage risk (safety net) • Build assets

  3. Asking the right questions…

  4. WWFC is about… Knowing that one size does NOT fit all: What works FOR WHOM? • Gender • Geography • Business type • Poverty level, etc.

  5. WWFC is about… Making smart choices about how we serve clients: • What methodologies? • What products and services? • When and how? • What level of flexibility? • How do we respond when things go wrong?

  6. Session two Rapid fire sharing: • ASKI: understanding client needs • Fonkoze: carrying a segmented understanding of clients’ needs through to product design

  7. Questions for the group: Innovative solutions or “signs of a miracle”: • Methods to understand how FS fit into the lives of different groups of clients • Balancing flexibility/diversity with cost/complexity • Bundling/sequencing products (FS/NFS) • Responding when things go wrong for clients

  8. Imp-Act WWFC initiative Joining up the pieces… • Segmented client information (needs, behaviours, characteristics) • Provider inputs • Client-level outcomes

  9. Imp-Act WWFC initiative Members leading a collaborative initiative to explore: • flexible product design • client-staff interface • product bundling, sequencing and mixing • supporting clients in times of crisis

  10. Imp-Act WWFC initiative • Establishing a community of practice around WWFC • Mapping what we already know: analysing existing data • Adding to our body of knowledge: field surveys with providers and clients, analysis, write-up and dissemination

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