Tools & Resources

PEARLS
Methodology

a standardized and
comprehensive tool to
measure the financial health
of credit unions
a standardized and
comprehensive tool to
measure the financial health
of credit unions

Agricultural
Lending Tool

a toolbox enabling
financial institutions to
viably lend to smallholder
farmers
a toolbox enabling
financial institutions to
viably lend to smallholder
farmers

Financial
Literacy Tool

WOCCU’s financial education
curriculum on 3 key concepts: 
Budget, Savings & Credit
WOCCU’s financial education
curriculum on 3 key concepts: 
Budget, Savings & Credit

Model
Credit Union
Building

MCUB -
launch new credit unions,
strengthen existing CUs,
and help those ready to expand
MCUB -
launch new credit unions,
strengthen existing CUs,
and help those ready to expand

Pay for
Performance

P4P -
designates development projects
where incentive awards are 
disbursed based on
outcomes delivered.
P4P -
designates development projects
where incentive awards are 
disbursed based on
outcomes delivered.

Field Officer
Banking Tool

making access to
financial services for individuals
in rural areas
economically viable
making access to
financial services for individuals
in rural areas
economically viable
 
Technical Guides

Technical Guides

Digital Finance

Digital Finance

  • The Case for Bank-Led Mobile Adoption Strategies in Haiti
    The Case for Bank-led Mobile Adoption Strategies in Haiti presents four integration models, based on recent research studies, for financial institutions wishing to build a viable mobile banking strategy. It also includes an "Interoperability Cost Analysis Tool" that permits any financial institution to evaluate the specific investment cost and return on investment for each of the presented models.
    Report
    Interoperability Cost Analysis User Guide  (English | Français)
    Interoperability Cost Analysis Tool  (English | Français)
  • Haiti Mobile Money Business and Merchant Survey Results
    This document presents the findings of merchant research carried out in Haiti to better understand who the merchants are, their access to financial services and perceptions of mobile money, and potential operational "pain points" that could be overcome with mobile solutions. Although the research was primarily designed to capture information that financial institutions would need to design demand-driven mobile strategies and products for merchants, it can also be used by mobile network operators interested in enhancing or designing new merchant solutions.
    English | Français
  • Haitian Financial Institutions and the Path to Mobile Banking Solutions
    This report provides an introductory step-by-step methodology to help financial institutions analyze how and when to integrate mobile solutions into their existing business lines.
    English | Français
Value Chain Finance

Value Chain Finance

  • WOCCU's Value Chain Finance Implementation Manual
    This document is a guide for financial institutions, development finance organizations and donors interested in gaining a better understanding of value chain finance and how to integrate it into their product mix. It presents a basic model for implementing value chain finance based on WOCCU’s award-winning program in Peru.
    Produced with The SEEP Network
  • Technical Guide: Integrated Financing for Value Chains
    Focuses on WOCCU's program implementation in Peru and Kenya.
    Jennifer Bernhardt, Stephanie Grell Azar and Janette Klaehn
    April 2009
FOCUS

FOCUS