Tools and Resources

Accion’s Global Advisory Solutions team combines cutting-edge innovation, deep understanding of client need, and lessons learned from financial service providers around the world to develop programs, tools, and resources for industry-wide use.

Guides, Toolkits, and Case Studies

Digital Financial Services (DFS) Toolkit for Financial Institutions: Provides best practices and key activities to successfully plan, pilot, roll-out, and operate scalable and effective digital delivery channels (e.g., mobile banking, mobile point of sale, agent banking, and other forms of branchless banking).

Case Study on Digital Field Applications (DFAs): Demonstrates the impact of the applications through three examples of microfinance banks from Kenya, India, and Serbia. The study analyzes the business case and implementation processes of the banks and presents a consolidated review of the findings for each Microfinance bank. 

Operational and Credit Risk Tool Guides: Practical resources to inform financial service provider managers’ of their responsibility in risk management processes and steps to contribute to institution-wide awareness of risk.

Accion Insights and Lessons Learned Briefs

Accion Insights and Lessons Learned Briefs: From key topics in the financial inclusion industry, the briefs provide best practices, lessons learned, practical ideas and recommendations for direct application to your work as a practitioner. 

 eLearning Modules

These interactive eLearning Modules were developed to serve as job aids. They are designed to enhance engagement, learning, and application. Click below to get started.

Using Scoring Tools for Credit Risk Management

Operational Risk Course

Using the Detailed Risk and Control Assesment Tool for Operational Risk Management

Operational Risk Learning Module