10
SOCIAL PERFORMANCE TASK FORCE Evelyn Marilys Di Chiara Flores Director of Planning and Project Development Panama 2013 Financial a- Social 4 Contributio ns to the Community

Financial a- Social 4 Contributions to the Community

Embed Size (px)

Citation preview

Page 1: Financial a- Social 4 Contributions to the Community

SOCIAL PERFORMANCE TASK FORCE

Evelyn Marilys Di Chiara Flores Director of Planning and Project Development

Panama 2013

Financial a- Social 4

Contributions to the Community

Page 2: Financial a- Social 4 Contributions to the Community

MANAGING SOCIAL PERFORMANCE…

CLIENT

CRÉDIT

Enterprise Dev. ServicesTRAINING & TA.

GÉNESIS SUPPORT

INVESTMENT IN BUSINESS

HIGHER INCOME

BETTER LIFE

QUALITY

14,979 Clients/month

13,600 Clients/month

ProductionAgricultureCommerceServicesHousing

162,042 Active clients

US$.34M.

US$629 Avg. Loan

PARTNERSHIPS

STRATEGIC FOCUSDIRECTORS AND GENERAL MANAGER

Data April 2013

Page 3: Financial a- Social 4 Contributions to the Community

TRAINING AND TA

Técnico AgropecuariaFarming and Livestock Techniques

AdministrativaAdministrative

Techniques for Productivity, Social, &

Environmental Topics

90% Rural65% Women

62% Indigenous

42% No education47% Incomplete primary

education

Alliances “Service Week”

Over 130 technical development courses

available

Page 4: Financial a- Social 4 Contributions to the Community

FUNDATION GÉNESIS EMPRESARIAL UNDERSTANDING CLIENTS’ NEEDS & PREFERENCES

Systems for

Market Research and Customer Service

Page 5: Financial a- Social 4 Contributions to the Community

PROCESS:

CUSTOMER SATISFACION

RESPONDING TO THE TARGET CLIENTS’ NEEDS

Page 6: Financial a- Social 4 Contributions to the Community

1. Market Studies: Clients and Partners

DESCOVERING clients’ needs

Page 7: Financial a- Social 4 Contributions to the Community

2. Key inputs to improve customer service and client satisfaction

Addressing Target Clients’ Needs

Recently set up client service unit to monitor client opinions on an on-going basis and promote on-going change and continuous improvement ...

Page 8: Financial a- Social 4 Contributions to the Community

Pilot Activities on Customer Service

Leafletson the

Customer Service Policy

Banner onClient

Protection Principles

SMSInviting clients

to communicate with us

Telephone contact

“Evaluating satisfaction”Help Desk

& System for Recording Client Complaints and

Suggestions

Complaints, Suggestions, and Requests Manual

SMS Renewals

Campaign

Seguimiento

Client Retention

Opportunities to improve

Addressing Target Clients’ Needs

Page 9: Financial a- Social 4 Contributions to the Community

3. Provides feedback on the credit process, how to adjust products, facilitates the creation of new products and services, and is an input for building staff capacity. The goal of this process is to increase client satisfaction and the institution’s competitiveness.

Addressing Target Clients’ Needs

Page 10: Financial a- Social 4 Contributions to the Community

@genesisguate

Evelyn Di Chiara FloresDirectora de Planeación y Desarrollo de ProyectosTel. Directo (502) 2383-9020 PBX (502) 2383-9000 ext. 1020Cel. (502) 5510-1204 Skype: edichiarafMail: [email protected]